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Turn Your Savings into Monthly Retirement Income That Lasts

Here's something nobody really prepares you for. You work for 30 or 40 years, and every two weeks, money shows up in your account. You know exactly what's coming. You plan your lif...

The Income Problem No One Solves Before Retirement

Retirement fear isn’t about numbers—it’s about not knowing where your paycheck comes from. This episode with Damon Roberts & Matt Deaton breaks down why running out of money st...

Here’s How to Budget in Retirement so You Don’t Run Out of Money

Retirement can mean a big change in your cash flow. Discover how to stay on top of your budget.

Should You Spend It or Save It? Rethinking Money in Retirement

A woman once said to me, “I’ve spent my whole life being careful with money… and now I don’t know how to stop.” She wasn’t struggling financially. In fact, she had done everything...

The Gap Between Retirement Expectations and Reality — and How to Confidently Bridge It

See what recent national surveys reveal about the actual cost of retirement and the difference a solid plan makes.

Advisors Tackle Decumulation as Americans Boom Into Retirement

I'm Retiring With $200,000. How Do I Not Run Out of Money?

It's a tough situation, but with the right strategy, you can potentially make that money last.

The trick to NEVER running out of money in retirement… and beating inheritance tax: The secret new tool that protects yo...

Most of us sleep better if we know we have a reliable source of income, especially in times of political upheaval.

‘We’re aiming for a monthly income of $11,500’: I’m 64. I’ve $1.5 million in a 401(k). How do I time my withdrawals?

“I plan to start collecting my Social Security of $4,100 at 68.”

Most Americans Get These 3 Longevity Questions Wrong. Their Retirement Accounts Are Paying for It.

If you fail this quiz, you might be underfunding your retirement.

Retirement Is Not the Problem. It’s the Decades That Follow.

A 96-year-old psychologist who has spent decades studying life transitions reveals the "freedom paradox" — and why total autonomy in your 80s and 90s can feel more like a vacuum th...

I Used to Think Running Out of Money Was the Biggest Retirement Risk. Here's the Flipside.

2 expensive mistakes most retirees make — and how to avoid them

“We call them ‘King Tut’ subjects — they’re buried with their gold.”

Inflation Is Draining Older Workers’ Savings — and Upending Retirement Plans

Most older workers aren't stepping into retirement with confidence.

The Six-Month Social Security Retroactivity Trap

Advise clients that taking the “free lump sum” isn’t always the right decision.

Most people make this retirement mistake. You might still have time to fix it.

Are you prepared for the retirement you might get?

‘Which bucket do I draw from first?’ Suze Orman’s strategy to help low-income retirees maximize withdrawals

The Complete Guide to Retirement Income Planning for 2026

People spend decades focused on saving consistently, maximizing investment returns, and watching their balances grow. The moment retirement begins, that objective changes.Accumulat...

Why Financial Advisors Say Retirees Need Multiple Sources of Income in 2026

Things have never been easy for most retired Americans, money-wise. But, soon they're likely to get much tougher.

The Retirement Myths That Still Trip People Up

What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions aro...

The Retirement Number Nobody Talks About -- and Why $1 Million May Not Be Enough in 2036

This number can be small, but it can still wreak havoc on your future financial security.

‘I hope to retire early’: I’m 56 and have 80% in a traditional IRA and 20% in a Roth. Am I in trouble?

“We have $3.5 million in savings — $2.5 million of which are in retirement accounts.”

Retirement’s New Price Tag: Why Most Homeowners Are Still Falling Short of the Comfort Threshold

Americans' "magic number" for retirement is increasing. But with little savings, even homeowners can feel unprepared for their golden years.