Episode 211: The Math Behind Retirement Decisions (and Why It Matters)

Ask RWS: Should You Do Roth Conversions in the 22% Bracket?

Episode 210: Navigating Tax Changes for 2026

Ask RWS: Should You Convert to Roth at 35?

Episode 209: TIPS Q&A: Inflation Protection, Interest Rates, and Retirement Income

Ask RWS: Can You Use the Rule of 55 on Multiple 401(k)s?

Episode 208: Your Retirement Spending Questions Answered: The 4% Rule, Sequence Risk, & Glide Paths

Episode 207: Your Tax Questions Answered: 401(k)s, Roth Conversions, and RMDs

Episode 206: Wills, Trusts And The Caregiving Journey

Episode 205: Preparing for the Financial Side of Caregiving

RWS Market Check-In: Is Gold Really a Safe Haven for Investors?

Episode 204: How Your Retirement Style Shapes Your Social Security Strategy

Ask RWS: Tontines & Long-Term Market Returns: Are We Planning All Wrong?

Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA

Ask RWS: Will Taxes and Demographics Sink the Market?

Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

RWS Market Check-In: What Q3 2025 Taught Us About Markets, Rates, and Policy

Ask RWS: What a Modern Tontine Could Look Like Today

Episode 201: OBBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes

Ask RWS: The Ideal Retirement Strategy? Floor Essentials, Flex the Rest

Episode 200 Celebration

Ask RWS: Do Buffered ETFs Actually Reduce Risk?

Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances

Ask RWS: Are Buffered ETFs a Good Buffer Asset?

Episode 198: Beyond the Numbers: The Human Side of Retirement

Ask RWS: Where Should You Buy an Annuity? Taxable, IRA, or Roth?

Episode 197: RWS Live! With Bill Bengen: Part 2

Ask RWS: What Should You Do With Extra Bond Maturity Cash?

Episode 196: RWS Live! With Bill Bengen: Part 1

Ask RWS: Should You Buy a SPIA With Your Roth IRA?

Episode 195: The 4% Rule and Beyond: Retirement Strategies with Bill Bengen

Ask RWS: Should the Higher-Earning Spouse Delay Social Security?

Episode 194: RWS Live! Rethinking Retirement: Inflation, Annuities, and Roth Conversions

Ask RWS: How to Protect a Surviving Spouse in Retirement

Episode 193: RWS Live! From Tontines to ETFs: Exploring Innovative Retirement Solutions

Ask RWS: Should You Do Roth Conversions Before Taking Social Security?

Episode 192: Beyond the 4% Rule

Ask RWS: Key Steps to Take in the Years Leading up to Retirement

Episode 191: From Cash to HELOCs: What’s in Your Buffer Toolbox?

Ask RWS: Should You Pay Off Your Mortgage or Contribute to a Roth IRA?

Episode 190: Buffer Assets, Bad Timing, and Better Plans

Ask RWS: Time Segmentation: A Smarter Way to Spend in Retirement?

Episode 189: Gold Is Shiny - But Is It Smart?

Ask RWS: No Social Security? How Educators Can Protect Themselves from Inflation in Retirement

Episode 188: Are TIPS the Retirement Safety Net You’ve Been Missing?

Ask RWS: Should You Use a Roth IRA If You’re Leaving Everything to Charity?

Episode 187: Couples, Roths, SPIAs- Oh My!

Ask RWS: Should You Spend Your 401(k) Before Taking Social Security?

Episode 186: How to Build a Retirement Plan That Lasts (and Saves on Taxes)

Ask RWS: How Much Can You Safely Withdraw at Age 75? Retirement Income Strategy Breakdown

Episode 185: Retire with Style Live Q&A

Ask RWS: How to Use Roth Withdrawals to Maximize ACA Subsidies & Minimize IRMAA

Episode 184: Can Tech Replace Your Financial Advisor?

Ask RWS: Overqualified for Retirement? What to Do When You’ve Saved More Than Enough

Episode 183: Retire Smarter, Not Harder

Ask RWS: The 4% Rule vs Guardrails: Which Is Better for Late Retirees?

Episode 182: When Disaster Strikes… Should You Invest?

Episode 181- Bricks, Mortar and Retirement

Episode 180: The Secret Life of Private Investments

Episode 179: Forecasts, Futures, and Funds: Inside the Hedge Fund Playbook