09/03/2026
It’s easy to focus on account balances, investment returns, and whether you’ve saved “enough.” But some of the most important retirement questions have very little to do with numbers at first.
👉 What will you do on a random Tuesday morning?
👉 What would you spend your time on if money weren’t a concern?
👉 And what do you want to accomplish in the next five years?
In this episode, we walk through five fun but surprisingly revealing questions that can help uncover what you really want from retirement.
🎙️ Watch now: https://philstaxhacks.com/podcast/these-5-questions-reveal-a-lot-about-your-financial-plan/
08/27/2026
What happens when retirement shows up before you’re ready for it?
Ron planned to work until 67. Then, at 64, a layoff changed everything ⬇️
Suddenly, the questions got real: Can he afford to retire now? Should he claim Social Security? What happens with health insurance?
In this episode, we walk through Ron’s story and the decisions that can come with an unexpected early retirement.
⏰ Watch now: https://philstaxhacks.com/podcast/retiring-on-accident-rons-story/
08/20/2026
Keep it, scan it, or shred it? Financial paperwork has a way of piling up fast- and knowing what actually matters can be surprisingly confusing 🤔
Tune in as we sort through the documents that deserve a permanent spot, the records you only need for a certain amount of time, and the best ways to store sensitive information so it’s accessible when you need it and protected when you don’t 👇
Watch now: https://philstaxhacks.com/podcast/financial-documents-what-to-keep-and-where/
08/20/2026