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Maverick, Goose, and the Financial Danger Zone
It's summer — and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life.
Bigger Pension Now… or Security Later?
When retirement is around the corner, some of the biggest decisions aren’t about when to retire; they’re about how income continues if one spouse is gone. Pension options can look straightforward on paper, but the tradeoffs behind them are anything but. Today, we’re walking through a listener question that highlights a common decision couples face.
Three Questions From People Thinking About Retiring In 2026
We're doing something a little different today. Three listeners wrote in with variations of the same question- am I ready to retire in 2026? Same question, three very different situations, three very different answers.
You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner?
A New Proposal Might Cap Your Social Security Payments
A new proposal out of Washington is adding a fresh angle to the Social Security solvency debate. Today, we're breaking down what's proposed, if it might cost you money in the future, and what questions it raises for anyone planning around Social Security right now.
Mailbag: Extra Cash, Early Retirement Health Insurance & Retirement Taxes
This week on Strategic Planning, the team answers listener questions about smart financial decisions as retirement approaches. They discuss what to do with extra cash flow after paying off your mortgage, options for covering health insurance if you retire before Medicare eligibility, and how taxes work when withdrawing money from retirement accounts. Tune in for practical insights to help you think through these common retirement planning challenges.
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