Month: May 2026

Losing a Spouse: Loss, Social Security, and Taxes (Part 1)

May 28, 2026 Walter Uncategorized 6:28 Comments Off on Losing a Spouse: Loss, Social Security, and Taxes (Part 1)

Losing a spouse is one of the hardest experiences a person can face, emotionally and financially. Mitch discusses some of the difficult realities surviving spouses often encounter and the importance of having a plan in place before tragedy happens. If you’ve been putting off legacy or survivor planning conversations, today’s discussion highlights why planning matters, especially before grief and uncertainty make important financial decisions even harder.

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The Real Keys to a Happy Retirement

May 21, 2026 Mitch Uncategorized 9:17 Comments Off on The Real Keys to a Happy Retirement

Most people spend decades planning the financial side of retirement, but what about the life you’re actually stepping into? Today, Mitch uncovers five tips for creating fulfillment in retirement.

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Can You Actually Afford to Retire Early?

May 14, 2026 Walter Uncategorized 8:10 Comments Off on Can You Actually Afford to Retire Early?

Retiring early sounds like the dream… more freedom, more time, and life on your terms. But behind that dream is a set of financial realities that can make or break the plan if you’re not prepared. Mitch uncovers what it really takes to retire before the traditional age, so you can make sure your early retirement plan holds up over time.

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The Roth Conversion Math: When Paying Taxes Now Makes Sense

May 7, 2026 Walter Uncategorized 8:34 Comments Off on The Roth Conversion Math: When Paying Taxes Now Makes Sense

Roth conversions get talked about a lot, but most people misunderstand what actually makes them work. Mitch breaks down how this strategy really plays out, from tax math to long-term control over your money.

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