07/23/2026
🎯 Think you have to wait until 59½ to retire?
Not necessarily.
In this episode, Tyler Emrick, CFA, CFP® explains how early retirees can access retirement savings, build bridge income, and avoid common planning mistakes.
💰 Rule of 55
📋 72(t) distributions
🏥 Healthcare before Medicare
📈 Income planning strategies
If you're looking for a guide to retiring early, this conversation will lay out the planning discussions you need to have first.
🎧 Watch now: https://bit.ly/3RwzbHA
07/16/2026
💰 What if financial security isn't actually about your bank account?
Some retirees have several million dollars saved and still worry they'll run out of money. Others have far less and feel completely at peace.
Why?
Because financial independence and financial confidence are two different things.
In this episode, Tyler Emrick, CFA®, CFP®, explores:
🧠 Why our brains resist spending in retirement
📈 The behavioral biases that shape financial decisions
🎯 Why "enough" is always a moving target
❤️ How a great financial plan gives you permission to actually enjoy what you've built
At the end of the day, retirement is about using your wealth to build the life you truly want.
Watch the show here: https://bit.ly/4p7uEYq
07/09/2026
💼 Thinking about going back to work after retirement? You're not alone.
Whether it's for extra income, staying active, or pursuing something you enjoy, working in retirement is becoming more common than ever.
But before you jump back in, ask yourself:
💵 Will it affect Social Security?
🏥 Could it increase healthcare or Medicare costs?
📑 Should you work as an employee or contractor?
🎯 Does it support the retirement lifestyle you actually want?
A second career can be incredibly rewarding but it's worth understanding the financial implications first.
This video will help you understand what working means for your plan. Watch it here: https://www.truewealthdesign.com/podcasts/going-back-to-work-in-retirement-heres-what-to-know-first/
07/02/2026
💰 What if paying more taxes today could actually save you money?
It sounds backwards, but that's exactly why one of retirement's biggest tax opportunities catches so many people by surprise.
In this episode, Tyler Emrick, CFA®, CFP®, explains the little-known "retirement tax window" between retiring and starting Social Security and Required Minimum Distributions.
You'll learn:
🪟 Why this window exists
🔄 When Roth conversions make sense
🏥 How healthcare planning affects taxes
📈 Why paying zero taxes isn't always the goal
Watch the video here: https://bit.ly/3SL1O3U
07/09/2026
07/02/2026