Retirement With/On Purpose

<p>How do retirees optimize tax-deferred growth and portfolio longevity? Host Trevor Lawson evaluates three distinct approaches for 2026: delaying withdrawals until year-end to maximize tax-deferred compounding , taking...

<p>Trevor Lawson tackles a timely and often expensive issue for retirees and business owners: the surge in underpayment penalties for estimated taxes. With penalty rates nearly doubling since 2021, Lawson explains how...

<p>Trevor Lawson explores flexible alternatives to the traditional 529 plan for families wary of tying up funds exclusively for higher education. While acknowledging the 529's tax advantages and new provisions for Roth...

<p>Trevor Lawson revisits one of the most critical technical threats to a stable retirement: sequence of returns risk. By examining the work of retirement specialist Dr. Wade Pfau, the episode breaks down how the timing...

<p>Trevor Lawson explores the "mattering span," a critical but often overlooked dimension of retirement planning that focuses on the deep human need to feel seen, valued, and essential. Drawing on insights from author...

<p>Trevor Lawson explores the significant communication gap between parents and their heirs regarding estate planning and inherited wealth. While nearly all families recognize the importance of these discussions, a...

<p>Trevor Lawson explores the unique financial and logistical strategies necessary for a successful retirement without children. With child-free adults representing over 20% of those in their 50s and 60s, Lawson...

<p>Trevor Lawson discusses the unique financial and logistical considerations for adults navigating retirement without children. Because child-free individuals lack a traditional family safety net, Lawson emphasizes the...

<p>Want to build a million-dollar balance in your 401(k)? It all starts with the power of compound interest—why starting early and getting the full employer match is crucial. Learn to put contribution increases on...

<p>You've budgeted for travel and groceries, but are you prepared for the sneaky, rising costs that can derail a well-laid retirement plan? Learn why healthcare and wellness could be the "big tamale" of your retirement...

<p>You've spent years building your 401(k), but what happens to that money when you're no longer here? Most people don't realize that their beneficiary designation on their 401(k) or Roth 401(k) overrides their will...

<p>"What do I do with my 401(k)?" You've worked hard and saved diligently into your 401(k), but now that retirement is here, what comes next for that nest egg? Don't make a costly mistake by defaulting to a choice that...

<p>Many people start collecting Social Security benefits before their full retirement age, often out of fear the program will change, but this can lead to penalties if they later return to work and exceed a certain...

<p>Continuing the series on frequently asked retirement questions, Trevor Lawson explores the common query, "Where should I retire?" He reveals the top five U.S. destinations—Florida (ranked number one for low taxes and...

<p>In this episode, Trevor Lawson tackles one of the most frequently searched retirement questions: "How much do I need to retire?" Inspired by a framework provided by ChatGPT, he outlines a seven-step process to...