Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com Chris breaks down three timely topics for retirees and their families: what you should know about the new Trump Accounts, why financially secure retirees may need to give themselves permission to spend more, and how historically low Strategic Petroleum Reserve levels could create new inflation risks. If you’re retired or getting close, these are three important issues worth keeping on your rad...
Aug 4
12 min
Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com You can do everything “right” and still feel unsure about spending in retirement. That’s why we brought on Dr. Wade Pfau, one of the most influential voices in retirement income planning, to talk through what actually works when the paycheck stops and real life takes over. We start with the assumptions many retirees bring to the table, especially the belief that expenses naturally fall, t...
Jul 3
39 min
Interested in the AIM Retirement System? See if it's a good fit for you → https://aimassessment.com In this special podcast edition, I sit down with David McKnight, bestselling author of The Power of Zero, to discuss why many retirees may face a bigger tax burden than they expect. They cover the retirement tax traps that can come from 401(k)s, IRAs, RMDs, Social Security taxation, and the possibility of higher future tax rates — and why proactive planning may help retirees keep more of...
Jun 19
39 min
To get the full RFL experience, watch the episode here at: https://youtu.be/XO_0efhIgn4 The market is hitting all-time highs, but the economy still feels tense for many families. In this episode, we explore the disconnect between strong portfolios and real-world financial pressure — from inflation and housing costs to the growing divide between corporate profits and everyday households. We also discuss key insights from the retirement planning world, including why advanced tax planning has be...
Jun 2
34 min
To get the full RFL experience, watch the episode here at https://youtu.be/N0C9lTmfK6A We unpack why stocks can soar while hiring stalls, and how that split shapes real retirement risk. We weigh the 60/40’s bruises, explore bond behavior since 2022, and outline practical hedges like fixed annuities without abandoning growth. • market strength versus economic softening • unusual labor signals and job concentration in healthcare • wealth gap effects on younger workers and retirees • bond-stock...
Mar 6
18 min
To get the full RFL experience, watch the episode here at https://youtu.be/SDp0Mr4SD9c We break down why seven-figure 401(k) balances can lead to seven-figure lifetime tax bills and how timing, RMD math, and Social Security stacking drive the outcome. We show where the Roth conversion window lives, who can use it, and why acting early matters more than chasing returns. • one-for-one rule for large pre-tax balances • why RMDs can grow the account and the tax base • Social Security stacking an...
Feb 26
21 min
To get the full RFL experience, watch the episode here at We walk through the Strategy Visit inside the AIM retirement system and show how clients move from anxiety to clarity with stable income, smarter taxes, and a plan they can trust. From Social Security timing to Roth conversions and onboarding, every step serves a simple aim: retire with confidence. • revisiting goals from the connection visit • building income stability with mailbox money • reducing sequence risk and market reliance •...
Dec 12, 2025
28 min
To get the full RFL experience, watch the episode here at https://youtu.be/heLP86J-dOA We unpack why Social Security isn’t disappearing, how Congress fixed it before, and which levers could shore it up again without cutting current checks. We also tackle the real pressure points for retirees: taxes on benefits and rising healthcare costs before and after 65. • 1983 reforms as a playbook for modern fixes • projected trust fund shortfall and practical levers to close it • raising full retireme...
Nov 28, 2025
30 min
To get the full RFL experience, watch the episode here at https://youtu.be/ZtuAJ14nZck Want a second act that pays and still lets you live your life? We sit down with franchise expert and serial entrepreneur Cliff Nonnenmacher to map a practical path to semi-absentee ownership for people who want cash flow, not a new full-time job. From golf-ball hustles to Wall Street to scaling franchise systems, Cliff’s journey reveals how to pair discipline with demand so your retirement stays uncompromis...
Nov 14, 2025
38 min
To get the full RFL experience, watch the episode here at https://youtu.be/QPZ7kevkAjI Markets have been on a heater—and that’s exactly when discipline matters most. We unpack a rare three-year streak of strong S&P 500 returns, compare it with the only two times history saw something similar, and explain why one period led to a decade of gains while the other opened the door to a brutal bust. Rather than chase predictions, we share how to build a retirement that stays on track whether AI-...
Oct 31, 2025
28 min
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