Retire Well TV

09/02/2026

The years right before and after retirement can be some of the most important for your financial plan.

Decisions made during the “retirement red zone” can have a lasting impact, making preparation and a clear strategy especially important.



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08/26/2026

A little maintenance can go a long way. 📊 Reviewing your retirement portfolio from time to time can help keep your strategy aligned with your goals. Learn more below. 👇

https://www.investopedia.com/your-ira-set-it-but-dont-forget-it-11750753



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Many people contribute to their IRA but neglect to properly invest or actively manage their account for maximum growth. Cash sometimes remains uninvested for years.

08/24/2026

The average return isn't the whole story. 📉 The order of market returns can make a big difference once you start taking withdrawals in retirement.



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08/22/2026

Retirement is about more than your finances. 🌿 In the final chapter of Built to Last, we explore the importance of purpose, connection, and creating a fulfilling life after work.

Request your complimentary copy using the link below. 👇
https://builttolastbook.com/



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08/20/2026

A well-balanced portfolio today may not stay that way tomorrow. Periodic rebalancing can help maintain the investment mix that's right for your retirement goals, no matter what the market is doing. 📈



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08/14/2026

A trust can only protect your family if it's set up correctly. In Chapter 5 of Built to Last, we cover common estate planning mistakes and how to help protect your legacy.

Request your complimentary copy using the link below.
https://builttolastbook.com/



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08/11/2026

Still thinking about this beautiful evening in Grand Cayman. We’re grateful for the memories, the friendships, and the opportunity to share the experience with our families.



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08/05/2026

Rising prices are a concern for many retirees, but reacting out of fear can do more harm than good. A thoughtful retirement strategy is built to adapt through changing economic conditions.

Read our latest blog: https://ow.ly/Ai5a50ZrsmO



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Ask a room full of retirees what keeps them up at night, and inflation will almost always make the list. You spent decades building a nest egg, and now grocery bills, insurance premiums, and utility costs keep creeping upward. But while inflation is a real planning consideration, the doom-and-gloom....

08/03/2026

Starting the trip with smiles all around! ☀️ Looking back at our arrival in Grand Cayman for the Magellan Trailblazer Trip.



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07/27/2026

Another day in the studio with Kevin Bucher filming Retire Well TV. 📺

Every episode is an opportunity to share practical retirement strategies and meaningful conversations designed to help you plan with confidence.



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