Retirement Income Source

02/10/2026

The “Magnificent 7” make up over a third of the S&P 500. That kind of imbalance can’t last forever. Learn how alternative investments like preferred stocks can earn competitive returns without the rollercoaster of common stocks.

🎥 Watch the full episode here: https://hubs.li/Q0426VNN0

02/05/2026

It’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Retirement Income Source, your hosts David Scranton and Sarah Samuels share the key steps to help strengthen your financial future in 2026.

💡 Here’s what you’ll learn:

• Why tackling debt is critical before retirement
• How to catch up on 401(k) and Roth contributions
• Why rebalancing your investments now matters most
• How an income-first strategy can help secure your future

🎥 Watch the full episode here:

It’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Retirement Inc...

02/05/2026

Many retirees still watch the markets every morning out of fear, not interest. Learn how an income-first approach can give you peace of mind knowing your money works for you year after year.
🎥 Watch the full episode here: https://hubs.li/Q041P7Dd0

01/29/2026

The housing market is cooling as rates rise and inventory stays tight. Learn why this matters for retirees and how income investing can help.

🎥 Watch the full episode here: https://hubs.li/Q040W9wg0

01/29/2026

It’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Retirement Income Source, your hosts David Scranton and Sarah Samuels share the key steps to help strengthen your financial future in 2026.

💡 Here’s what you’ll learn:

• Why tackling debt is critical before retirement
• How to catch up on 401(k) and Roth contributions
• Why rebalancing your investments now matters most
• How an income-first strategy can help secure your future

🎥 Watch the full episode here: https://hubs.li/Q040WkxR0

DescriptionIt’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Ret...

12/31/2025

It’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Retirement Income Source, your hosts David Scranton and Sarah Samuels share the key steps to strengthen your financial future in 2026.

💡 Here’s what you’ll learn:

• Why tackling debt is critical before retirement
• How to catch up on 401(k) and Roth contributions
• Why rebalancing your investments now matters most
• How an income-first strategy can help secure your future

🎧 Stay informed and stay grounded. Don’t let market noise dictate your strategy — build an income plan that lasts.

📺 Catch full episodes on our channel:

DescriptionIt’s resolution season, but if your finances aren’t on the list, you could be missing your biggest opportunity of the year. In this episode of Ret...

12/31/2025

Many retirees forget there’s a short window before Social Security and RMDs start when smart planning can help save thousands in taxes. Learn how delaying benefits and using Roth conversions can make a major difference in retirement income.

12/23/2025

How often do you review or rebalance your portfolio? Staying aligned with your risk level keeps your plan steady through changing markets.

12/19/2025

As the holidays approach, it’s a good time to ask yourself one simple question: is your financial advisor truly earning your gratitude? In this episode, your hosts David Scranton and Sarah Samuels discuss how to tell if your advisor is the right fit for your stage of life, what qualities matter most, and when it may be time to make a change.

💡 Here’s what you’ll learn:

• The difference between a financial advisor and an income specialist
• How to tell if your advisor listens and truly understands your goals
• Why your needs change as you move from growth to income in retirement

Catch full episode on our channel:

As the holidays approach, it’s a good time to ask yourself one simple question: is your financial advisor truly earning your gratitude? In this episode, your...

12/19/2025

Most investors wait too long to shift their strategy before retirement. A true income specialist helps you pivot early, focusing on steady interest and dividends instead of risky withdrawals. Learn why income-first planning builds real retirement security.

12/18/2025

Automating your savings and retirement contributions helps eliminate guesswork and builds long-term consistency. Small, steady actions add up.

12/16/2025

Setting and sticking to goals can feel easier when they’re automated. How do you keep your savings and investing consistent each month?