Financial Flight Plan Podcast

Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring you...

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense d...

Some people love a thunderstorm. Others panic when the clouds roll in. Today, we’re talking about risk tolerance through the lens of weather. There’s nothing wrong with having diff...

What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietl...

Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Cros...

From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the ho...

Fidelity just released their 2025 Retiree Health Care Cost Estimate. The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans ...

Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’...

If your parents passed away relatively young, it’s only natural to wonder whether you’ll follow the same path. And from a financial standpoint, does that change how you should appr...

Cue the mixtape of Nirvana, Madonna, and Prince… Gen X, it’s your turn to get ready for retirement. And the stakes are high. You were the first 401(k) generation, hit by two major ...

Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actual...

If you’ve ever felt uncertain about what your investment strategy should look like, especially in today’s rapidly changing economic landscape, you are absolutely not alone. One of ...