Illinois Estate Planning & Taxes workshop - Mount Prospect Public Library - February 3rd, 2026

Podcast 63 - “How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?”

Podcast 62: Dave asks how do I reduce risk 5 years before retirement without going too conservative?

Podcast 61 – How to Control Taxes when RMDs and Social Security start?

Podcast 60 – Mark Asks: How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?

Episode 59 — “What’s the smartest way to start transferring wealth to our kids?”

Episode 58 — Mark asks, “How can I keep steady income in retirement without sitting in cash?”

Episode 57 — “How do Qualified Charitable Distributions really work with RMDs?”

Episode 56: "How to adapt when markets or tax laws change?"

Episode 55: "How to enjoy retirement today without jeopardizing tomorrow?"

Episode 54: "Should you do Roth conversions now or wait for Congress?"

Estate Planning Seminar Nov 11, 2025 SHORTS 03 9x16

Estate Planning Seminar Nov 11, 2025 SHORTS 15 9x16

Estate Planning Seminar Nov 11, 2025 SHORTS 20 9x16

Episode 53: "Live fully or leave more?"

Estate Planning & Taxes workshop, Park Ridge Park District, November 11th, 2025...

Episode 52: "Should I make tax moves now?"

Episode 51: How to build flexibility into you retirement income plan?

Episode 50: Passing Assets to Siblings—While Avoiding Courts and Lawyers

Episode 49: When Inheritance isn’t Equal

Episode 47: Tax Questions: Home Cost Basis, Mortgage Interest, and More…

Episode 46: "Should I cash-out my life insurance policy?"

Episode 45: Roth IRA as a sinking fund? Laurie wants to know

Episode 44: Can Amy max-out her 401(k) and IRA at the same time?

Episode 43: Can AI build Morgan’s retirement plan?

Episode 42: George Inherited a Roth IRA—Now What?

Episode 41: Barbara Asks: Are There Coverage Caps with Obamacare?

Episode 40: Don't Let Your Roth Sit Idle—Barb Wants to Know Where to Start

Episode 39: Frank's Dilemma: Tap the 401(k) or Keep the Mortgage?

Episode 38: Jeff asks, “I’m Thinking About a Roth Conversion—Where Do I Begin?”

Episode 37: Bill asks for the smart way to consolidate his investments

Episode 36: Mary asks about the financial tradeoffs of paying cash for her next house.

Episode 35: Why are Barb’s tax returns so complicated in retirement?

Episode 34: Why didn’t Judi’s advisor fight to win her back?

Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

Episode 32: Where should you park inherited money? Margie’s short-term strategy

Episode 31: Is It Time to Reduce Risk? Jim’s Retirement Dilemma

Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded

Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity

Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs

Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind

Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma

Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?

Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)

Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered

Episode 22: Cash vs. Mortgage: Carolyn Weighs the Pros and Cons of Paying Cash for a House

Episode 21: Helping Mom with Her 401(k): Answering Mike's Questions on Retirement Planning

Episode 20: Roth Conversions Uncovered: Answering William’s Questions

Episode 19: Understanding Taxes on Traditional IRAs: Jim's Questions Answered

Episode 18: Is Market Timing Worth It? Answering Walt's Big Question

Episode 17: Rebalancing 101: Answering Marie's Questions on Keeping Your Portfolio in Shape

Episode 16: Medicare Deadlines: Ron’s Question About Signing Up His Wife

Episode 15: Roth Converting Real Estate: Bob’s IRA Filled with Vacant Land

Cyber Crime & Identity Theft: How to Protect Yourself

Scott Tucker shares stories from his childhood and why your financial plan matters to him

Episode 14: Taking Social Security at 62: Victoria’s Investment Strategy

Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan

Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy

Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move

Retirement Decoded w/Scott Tucker: Ep 10: Roth Conversion: Should Val Convert Her 401(k)?