It's All About the $Money, Honey‪!‬ Victoria Woods

Before and during retirement, there are massive decisions you will have to make and many of these can only be made one time. Unfortunately, the consequences of getting them wrong range from minor to catastrophic. In this episode, we discuss five crucial decisions you will have to make that will dictate the direction for your lifestyle and healthcare in retirement.

“The stock market is a device to transfer money from the impatient to the patient.” – Warren BuffettDealing with volatility is the price of admission for future returns. If you want to reap the wealth the market can provide, you've got to be willing to ride the downs as well as the ups. However, the consistent fear and negative headlines in the media make it difficult to stay focused on what’s important – the long term. In this episode, we share why the average investor far underperforms the market and what you can do to stay calm when the market goes crazy.

At the beginning of each show, you hear us say “It’s not what you earn, but what you keep.” Becoming wealthy takes work, discipline, and planning – but believe it or not, that’s actually the easy part. Staying wealthy is harder, because typically, you’re using your wealth in retirement, with no regular paycheck to replenish it. In this episode, we share 3 keys to staying wealthy and increasing the odds you don’t run out of money.

We spend lots of time sharing what Millionaires are doing right so you can do what they do. However, perhaps even more instructive than what Millionaires do right is what they do wrong. Nobody's perfect and Millionaires make mistakes just like everyone else. In this episode, we share some of the biggest mistakes Millionaires make and how you can avoid them.

Beginning January 2026, the amount of wealth you can pass to heirs before triggering the dreaded estate tax is falling from more than $13 million per person to around $5 million. This means far more wealthy American families will be subject to estate taxes, which can erode 40% or more of your wealth. We know the change is coming. In this episode, we share how you can take steps now to minimize or eliminate the chances of negatively impacting you and your family.

Retiring is usually a one-day affair. You simply stop working. They throw you a party and that’s it. However, RETIREMENT is a marathon that spans 30+ years. This means that your retirement plan needs to be designed to navigate every bump, pothole, landmine, mountain, ditch, and smooth stretch you’ll experience. In this episode, we share how to create the ultimate All Terrain Retirement Plan.