Optimizing While Maximizing Your SS Benefit

How 2026 Could Change Your Retirement Plan — What to Do Now

Why Taxes Could Be Higher in Retirement Than You Expect ｜ Retire Well TV

Local Financial Advisor or Big Box Firm?

The Retirement Paycheck and Playcheck: Income to Live, Assets to Thrive (Full Episode)

Navigating Recent Changes in Financial Planning (Full Episode)

Is It Time to Break Up With Your Current Financial Advisor? (Full Episode)

Strategies to Help Maximize Your Retirement Income (Full Episode)

The Tax Strategies Most Retirees Miss! (Full Episode)

Is Your Retirement Taxed Too Much?

The Secret to a Happy Retirement (Hint: It's Not Just Money)

How Do Lower Interest Rates Impact the Stock Market? (Full Episode)

Don't Try This At Home: Understanding Required Minimum Distributions (RMDs) (Full Episode)

The Hidden Tax Bomb in Your Inheritance (And How to Defuse It) (Full Episode)

Widow's Tax: What You Need to Know!

Merry Christmas from the CAG Team!

Quality of Life vs. Cost of Living: What Really Matters in Retirement? (Full Episode)

Strategies for a Decreasing Interest Rate Environment (Full Episode)

Creating Pay Checks and Play Checks in Retirement

Are You Truly Prepared for Retirement?

Retire Well: The Retirement Redzone with Sean O'Drobinak (Full Episode)

From Paycheck to Retirement Income: Your Complete Guide (Full Episode)

Should You Keep Your 401(k) or Roll It Over? (The Truth May Surprise You) (Full Episode)

Retirement Tax Strategy Overhaul: Navigating the New Rules (Part 2) (FULL EPISODE)

The One Big Beautiful Act: What You Need to Know! (Full Episode)

Building Better Lives: The Truth About Retirement Planning (Full Episode)

Annuities: Do They Really Lock Up Your Money? | Fact vs Fiction

The Importance of Strategic Tax Planning in Retirement

Annuity Truths!!! Separating Fact From Fiction

Can Your Retirement Survive Long Term Care? (Full Episode)

The Annuity Truth, They Don't Want You to Know! (Full Episode)

Do YOU Have a Tax Plan? Risk Management Plan? Estate Plan?

We Won! Thank You for Voting Citizen Advisory Group #1 in the Blade Reader's Choice Award!

A Deep Dive Into the 5 Checkpoints of Retirement Planning

Navigating the Storms of Market Turn Downs (Full Episode)

Don't DIY Your Future: Why a Financial Planner Is Your Money's Best Friend (Full Episode)

How to Unlock Your Hidden Retirement Potential! (Full Episode)

Slash Your Retirement Tax Bill: Strategies That Could Work

How to De-Tax Your Retirement! (Full Episode)

The Unique Retirement Planning Needs that Women Face

Social Security FAQ: Answers to Your Top Retirement Questions (Full Episode)

What Does a Financial Planner Do?

The Unique Retirement Needs Women Face: Empowering Women to Retire Securely (Full Episode)

Social Security Secrets Your Financial Advisor Won't Tell You

From Vision to Family: The Citizen Advisory Group Story

Your Social Security Questions Answered with Major 2025 Legislation Updates (Full Episode)

Retirement Planning Unveiled: Your Biggest Worry Answered (Full Episode)

Tax Prep vs. Tax Planning: Do You Know the Difference?

Transition and Change While Navigating Retirement (Full Episode)

Ready to Navigate Lower Interest Rates?

Learn How Citizen Advisory Group Can Help Put Together a Comprehensive Income Plan for YOU!

Healthcare Strategy in Retirement is Like the Game of Football

Are YOU Prepared for Transition and Change in Retirement?

What is YOUR Investment Strategy?

Citizen Advisory Group's Open House Tailgate Party in Perrysburg, OH

What's YOUR Financial Plan? (Full Episode)

Are YOU Prepared for the Shifting Financial Landscape as Interest Rates Start to Decline?

When Should YOU Start Taking Your Social Security Benefits?

Citizen Advisory Group's Toledo Mud Hen's Rooftop Party at Fleetwood's

Strategies For Decreasing Interest Rate Environments (Full Episode)