Be careful of making assumptions in retirement planning before you know the facts. Some of these assumptions could be wrong.

Should you do a 401k rollover to an IRA? What happens to your retirement accounts when you hit the magical age of 70 ½? Joel will walk us through some of the most common questions revolving around some of retirement’s most ubiquitous retirement accounts.

You never know what might happen to you in retirement. After all, some things in life you just can’t control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those “life happens” moments in retirement.

Social Security is a complex topic, and it’s surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we’ll examine eight crucial questions surrounding Social Security.

We live in an era of hot takes; that is to say, strong opinions. Without becoming too controversial, Joel shares his opinions on certain topics and explains whether they’re overrated or underrated concepts.