Financial Flight Plan Podcast

Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter- which either means it's a great framework or someone...

This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about...

SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to...

<p>There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose...

<p>Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it? It's more common...

<p>Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no...

<p>Some people love a thunderstorm. Others panic when the clouds roll in. Today, we’re talking about risk tolerance through the lens of weather. There’s nothing wrong with having different reactions to the same events...

<p>What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietly impact your cash flow, taxes, and...

<p>Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Crosby and the gang.</p> <p> </p>...

<p>From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they...

<p>Fidelity just released their 2025 Retiree Health Care Cost Estimate. The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health...

<p>Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people...

<p>If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should approach things like retirement planning...

<p>Cue the mixtape of Nirvana, Madonna, and Prince… Gen X, it’s your turn to get ready for retirement. And the stakes are high. You were the first 401(k) generation, hit by two major market crashes, and now you’re...

<p>Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in...