Episodes

  • Episode 71: Listener Question from Karen: How Much Can I Safely Withdraw in Retirement?

    Episode 71: Listener Question from Karen: How Much Can I Safely Withdraw in Retirement?
    Mar 30 2026
    Karen from Mount Prospect asked: “How much can I safely withdraw from my retirement accounts?” This is one of the most important retirement planning questions. In this episode, Scott Tucker explains how to structure retirement income to help ensure your money lasts. Get on our phone calendar, for free, at https://TuckerRetirement.com. Watch this podcast on YouTube at https://TuckerYouTube.com.
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    27 mins
  • Episode 70: Listener Question from Susan: Should I Move to Cash Because the Market Feels Risky?

    Episode 70: Listener Question from Susan: Should I Move to Cash Because the Market Feels Risky?
    Mar 23 2026
    Susan from Arlington Heights asked: “Should I move my retirement accounts to cash because the market feels risky?” Many retirees make emotional decisions during market volatility that can harm their long-term retirement income. In this episode, Scott Tucker explains how to properly manage retirement risk. Get on our phone calendar, for free, at https://TuckerRetirement.com. Watch this podcast on YouTube at https://TuckerYouTube.com.
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    27 mins
  • Episode 69: Listener Question from Linda: Should I Take Social Security at 62 or Wait?

    Episode 69: Listener Question from Linda: Should I Take Social Security at 62 or Wait?
    Mar 16 2026
    Linda from Park Ridge asked: “Should I take Social Security at 62 or wait?” This decision can significantly impact your retirement income. In this episode, Scott Tucker explains when taking Social Security early makes sense — and when waiting could provide much greater lifetime income. Get on our phone calendar, for free, at https://TuckerRetirement.com. Watch this podcast on YouTube at https://TuckerYouTube.com.
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    25 mins
  • Episode 68: Brian asks: “How do I protect my retirement income if I live longer than expected?”

    Episode 68: Brian asks: “How do I protect my retirement income if I live longer than expected?”
    Mar 9 2026
    Brian is concerned about longevity risk and outliving his money. This question breaks down sustainable withdrawal strategies, guaranteed versus non-guaranteed income, inflation protection, and why planning for a longer life expectancy can dramatically change how retirement income should be structured. Get on our phone calendar at https://TuckerRetirement.com.
    Watch this podcast on YouTube at https://TuckerYouTube.com.
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    28 mins
  • Episode 67: Susan asks: “Should I be moving money out of my 401(k) now that I’m retired?”

    Episode 67: Susan asks: “Should I be moving money out of my 401(k) now that I’m retired?”
    Mar 2 2026
    Susan has recently retired and is unsure what to do with her old employer 401(k). This question explores rollover decisions, investment flexibility, required minimum distributions, beneficiary planning, and how the right structure can simplify income and tax planning in retirement. Get on our phone calendar at https://TuckerRetirement.com.
    Watch this podcast on YouTube at https://TuckerYouTube.com.
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    27 mins
  • Episode 66: Kevin asks: “Is it risky to retire in a year when the market is at or near all-time highs?”

    Episode 66: Kevin asks: “Is it risky to retire in a year when the market is at or near all-time highs?”
    Feb 23 2026
    Kevin is close to retirement and worried about stepping away from work when markets feel expensive. He wants to understand sequence-of-returns risk, whether waiting for a pullback actually helps, and how proper income planning and risk alignment can matter more than market headlines when the paycheck stops. Get on our phone calendar at https://TuckerRetirement.com.
    Watch this podcast on YouTube at     https://TuckerYouTube.com.
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    25 mins
  • Episode 65: Dave asks: “How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?”

    Episode 65: Dave asks: “How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?”
    Feb 16 2026
    Dave is about 5 years from retirement and wonders how to start reducing risk without getting too conservative too soon. Scott talks through the balance between protection, income, and growth, and how to gradually transition an investment strategy as retirement gets closer. Get on our phone calendar at https://TuckerRetirement.com. Watch this podcast on YouTube at https://TuckerYouTube.com.
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    22 mins
  • Episode 64: Linda asks: “How Do We Control Taxes When RMDs and Social Security Start?”

    Episode 64: Linda asks: “How Do We Control Taxes When RMDs and Social Security Start?”
    Feb 9 2026
    Linda wants to know how to manage retirement income once Social Security and required minimum distributions begin. Scott breaks down how different income sources stack together for tax purposes, how to avoid unexpected bracket jumps, and ways retirees can build flexibility into their tax strategy over time. Get on our phone calendar at https://TuckerRetirement.com. Watch this podcast on YouTube at https://TuckerYouTube.com.
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    24 mins