Mailbag: Extra Cash, Early Retirement Health Insurance & Retirement Taxes

By |2026-03-17T12:37:15+00:00March 19th, 2026|Podcast|

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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Inherited a House — Are the Taxes Really That Bad?

By |2026-02-18T13:50:06+00:00February 19th, 2026|Podcast|

When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.

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