What if the biggest risk to your retirement isn’t market volatility, but waking up to a calendar with nothing that matters on it? We dig into the side of planning most people ignore—how to design days that feel purposeful, healthy, and connected—and show why money alone can’t deliver a satisfying life after work. We unpack a hard-hitting cautionary tale of “doing everything right” financially and still feeling lost, then break down the four non-financial pillars that drive happiness in retir...
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What if the biggest risk to your retirement isn’t market volatility, but waking up to a calendar with nothing that matters on it? We dig into the side of planning most people ignore—how to design days that feel purposeful, healthy, and connected—and show why money alone can’t deliver a satisfying life after work. We unpack a hard-hitting cautionary tale of “doing everything right” financially and still feeling lost, then break down the four non-financial pillars that drive happiness in retir...
Unraveling the complexities of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) reveals a powerful tax-saving opportunity that many retirees completely miss. Starting with a client's confusion about Medicare eligibility versus RMD requirements, this episode dives deep into the strategic use of charitable giving from IRAs to minimize taxation while supporting causes you care about. The recent wave of retirement legislation has created a patchwork of differen...
Safe Money Radio with Brad Pistole
What if the biggest risk to your retirement isn’t market volatility, but waking up to a calendar with nothing that matters on it? We dig into the side of planning most people ignore—how to design days that feel purposeful, healthy, and connected—and show why money alone can’t deliver a satisfying life after work. We unpack a hard-hitting cautionary tale of “doing everything right” financially and still feeling lost, then break down the four non-financial pillars that drive happiness in retir...
