Episode 228: Is Your Family Prepared If Something Happens to You?

Ask RWS: The Hidden Tax Traps Retirees Need to Know

Ask RWS: The Smartest Way to Reduce Taxes on RMDs

Episode 227: Can $1 Really Cost You $20,000 in Retirement? How to Avoid Tax Cliffs

Ask RWS: How to Make Your Retirement Income More Tax Efficient

Episode 226: 5 Tax Planning Mistakes That Can Reduce Your Retirement Income

Episode 225: 3 Tax Strategies to Improve Retirement Income Efficiency

Episode 224: Reverse Mortgages: Misunderstood or Misused?

Ask RWS: Medicare Enrollment - Key Details & Mistakes to Avoid

Episode 223: Downsizing in Retirement: When to Sell, When to Stay

Episode 222: Do You Actually Need Long-Term Care Insurance in Retirement?

Episode 221: What Actually Counts as Long-Term Care?

Ask RWS: Should You Do Roth Conversions for a Disabled Child?

Episode 220: Why Your Health Insurance Stops Working at 65

Ask RWS: The Hidden Tax Trap in Roth Conversions

Episode 219: Medicare is Confusing: Here’s How to Make Sense of It

Ask RWS: How the IRS Taxes Withdrawals from a Brokerage Account

Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show

Ask RWS: Retirement Planning Just Got Easier

Episode 217: The Annuity Debate: Smart Strategy or Overpriced Product?

Ask RWS: The 3 Biggest Risks in Retirement

Episode 216: The Retirement Tax Mistake That Costs Thousands

Ask RWS: Is Your Retirement Strategy Too One-Sided?

Episode 215: Are You Paying More in Retirement Taxes Than You Should?

Ask RWS: The First Retirement Decision You Should Make

Episode 214: When Spending More in Retirement Is Actually the Right Call

Tax Planning for Retirement in 2026 Webinar Replay w/ Wade Pfau

Episode 213: Retirement Without Guesswork: The Four L’s and Funded Ratio Strategy

Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works

Ask RWS: Does It Matter Which Account You Withdraw From?

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?