Retire Well TV

Retire Well TV Our people take your retirement seriously—and have fun in the process. Ultimately, that’s what makes us different.

05/27/2026

Thinking about when to take Social Security?

Don’t base it on what someone else is doing. What works for a friend or neighbor may not be right for your situation.



https://citizenadvisory.com/full-disclosure/

05/21/2026

Should you take Social Security early or wait?

There’s no one size fits all answer. The right strategy depends on your full financial picture and what helps maximize your retirement over time.



https://citizenadvisory.com/full-disclosure/

05/15/2026

What’s your Social Security “break even” point?

It’s the age where taking benefits early vs. waiting ends up paying out the same. Lower payments for longer vs. higher payments for fewer years, it’s about finding where those balance out.



https://citizenadvisory.com/full-disclosure/

05/06/2026

Spent your whole life saving but still feel unsure about retirement?

That’s exactly why Built to Last was created. A simple guide to help you move from confusion to confidence and build income that lasts.

📘 Get your complimentary copy at CAGBOOK.COM



https://citizenadvisory.com/full-disclosure/

The views expressed in this book represent the personal experience of Kevin Bucher and Jeff Bucher and no other person or entity. Kevin Bucher and Jeff Bucher’s contributions to this publication should not be construed as financial advice.

A full house for our latest Five Checkpoints of Retirement workshop 👏Nothing better than seeing a room full of people ta...
05/04/2026

A full house for our latest Five Checkpoints of Retirement workshop 👏

Nothing better than seeing a room full of people taking control of their future and asking the right questions.

Want to join the next one? RSVP by calling 419-872-0204 or sign up here: https://ow.ly/7OUX50YLhQ4



https://ow.ly/ax6h50YLhQ3

04/22/2026

Not all retirement accounts are taxed the same.

Some are taxable, some are tax-deferred, and some can offer tax-free growth like Roth accounts. The key is knowing how and when to use each one, because getting there takes planning, not guesswork.

04/20/2026

Taxes might not feel urgent, but they can have a real impact on your retirement over time.

That “million dollar” portfolio? A portion of it may be owed in taxes. Knowing that upfront can shape how you plan moving forward.

On set with Sean O’Drobinak sharing insights to help you better understand your financial future 📺
04/18/2026

On set with Sean O’Drobinak sharing insights to help you better understand your financial future 📺

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