Month: July 2026

Can Your Retirement Survive the Unexpected?

In this episode, Mitch explains the difference between Roth contributions and Roth conversions, why paying taxes on your terms can create greater flexibility, and how common retirement risks like market volatility, inflation, healthcare costs, and longevity can derail even the best-laid plans.

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Your 401(k) Is Not a Retirement Plan

For many Americans, the 401(k) is the foundation of their retirement strategy. But is it really a complete retirement plan? In this episode, Mitch explains why retirement requires more than simply accumulating assets. He discusses how different financial tools serve different purposes and how a clear blueprint can help bring order to an otherwise confusing process. If you’ve spent years contributing to a 401(k), tune in to learn how to turn savings into a successful retirement.

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