Episodes

  • Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

    Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?
    Jul 7 2025
    Tobi is considering rolling-over her 401(k) and hiring a CFP to manage her investments—but is the 1% management fee worth it?

    In this episode, Scott & Andriy break-down the pros & cons of working with a financial advisor, discuss alternative options, and explore how fees impact long-term wealth.

    Whether you're weighing a similar decision or just curious about investment management strategies, this episode will help you make a more informed choice.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    26 mins
  • Episode 32: Where Should You Park Inherited Money? Margie’s Short-Term Strategy

    Episode 32: Where Should You Park Inherited Money? Margie’s Short-Term Strategy
    Jun 30 2025
    In this episode of Retirement Decoded with Scott Tucker, Margie asks an important question: Where should she park a sum of inherited money for up to a year while deciding on long-term plans?

    Scott outlines smart, low-risk options for short-term savings, including high-yield savings accounts, CDs, money market funds, and more.

    Learn how to preserve your principal, earn some interest, and maintain flexibility.

    If you’re in a similar situation, this episode is packed with practical advice to help you make the most of your short-term financial strategy!

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    15 mins
  • Episode 31: Is It Time to Reduce Risk? Jim’s Retirement Dilemma

    Episode 31: Is It Time to Reduce Risk? Jim’s Retirement Dilemma
    Jun 23 2025
    In this episode of Retirement Decoded with Scott Tucker, Jim shares his concerns about market volatility and wonders if it’s time to reduce risk in his portfolio.

    Scott explores the factors that influence risk tolerance, how to align your investment strategy with your retirement timeline, and the importance of balancing growth with stability.

    Whether you’re nearing retirement or simply reevaluating your financial plan, this episode provides actionable insights to help you make confident decisions in uncertain times.

    Tune in to find out if it’s the right time to adjust your approach!

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    18 mins
  • Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded

    Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded
    Jun 16 2025
    In this episode of Retirement Decoded with Scott Tucker, Liz asks a compelling question:

    Should she file for Social Security retirement benefits early and invest the money instead of waiting for a higher monthly payout?

    Scott dives into the pros and cons of this strategy, breaking down the key factors you need to consider, such as your financial goals, risk tolerance, life expectancy, and current market conditions.

    Tune in to uncover whether this approach could work for you or if waiting might be the smarter choice.

    Don't miss these valuable insights to help you make informed decisions about your retirement!

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    24 mins
  • Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity

    Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity
    Jun 9 2025
    In this episode of Retirement Decoded with Scott Tucker, Paula seeks clarity on the upcoming Required Minimum Distribution (RMD) rule changes for 2025.

    Scott breaks down what’s changing, how it impacts retirees, and strategies to navigate these updates while optimizing your retirement plan.

    Whether you’re approaching RMD age or already managing your distributions, this episode is packed with essential insights to help you stay informed and confident in your financial future.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    23 mins
  • Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs

    Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs
    Jun 2 2025
    In this episode of Retirement Decoded with Scott Tucker, Margaret brings an inspiring question to the table: how can she help fund her grandchildren’s Roth IRAs to give them a head start on financial security?

    Scott explains the rules, strategies, and long-term benefits of contributing to Roth IRAs for the next generation.

    Whether you’re a grandparent, parent, or someone looking to create a legacy, this episode provides actionable insights to set your loved ones up for financial success.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    24 mins
  • Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind

    Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind
    May 26 2025
    In this episode of Retirement Decoded with Scott Tucker, we meet Georgine, who’s facing an important question: how can she ensure her forever home is truly secure for the future?

    Scott dives into practical strategies for protecting what matters most, including home equity preservation, insurance considerations, and smart estate planning tips.

    Whether you’re thinking about your own forever home or helping a loved one plan for theirs, this conversation is packed with valuable insights to help you safeguard your retirement dreams.

    Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.
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    22 mins
  • Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma

    Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma
    May 19 2025
    Mary is wondering if a Roth conversion is the right move for her 401(k) and IRA. In this episode, we break down what a Roth conversion is, how it works, and when it might make sense to consider one.

    We’ll explore key factors like tax implications, income limits, and the potential for long-term savings growth.

    If you’ve ever wondered whether a Roth conversion is right for your retirement plan, this episode provides the answers you need to make an informed decision.

    Would you like to include specific examples or scenarios?

    Get on our phone calendar, for free, at TuckerRetirement.com.
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    17 mins