Retirement Decoded Podcast
By Scott Tucker
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Category: Investing
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Subscribers: 2
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Episodes: 80
Description
Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and preserve your financial future. Tune in each week as we help simplify the process and decode the path to a confident retirement.
Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.
Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.
| Episode | Date |
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Episode 80: Michelle from Glenview asks: “What happens if the market crashes right after I retire—am I in trouble?”
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Jun 01, 2026 |
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Episode 79: Karen from Arlington Heights asks: “If Illinois estate tax kicks in at $4 million, how do I avoid getting hit?”
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May 25, 2026 |
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Episode 78: Linda from Northbrook asks: “Are tax rates really going up after 2028—and what should I do now?”
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May 18, 2026 |
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Episode 77: Sarah from Arlington Heights asks: “How do I make sure I don’t run out of money if the market crashes right after I retire?”
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May 11, 2026 |
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Episode 76: Lisa from Glenview asks: “Are we going to get hit with Illinois estate tax even if we’re under $10 million?”
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May 04, 2026 |
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Episode 75: Mary from Park Ridge asks: “Should I convert to a Roth before the tax rates go up?”
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Apr 27, 2026 |
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Episode 74: Karen from Naperville asks: “How Do I Protect My Retirement Savings from a Market Crash?”
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Apr 20, 2026 |
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Episode 73: Angela from Lincoln Square asks: “Should I Convert My IRA to a Roth Before Taxes Go Up?”
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Apr 13, 2026 |
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Episode 72: Debbie from Park Ridge asks: “Should I Pay Off My Mortgage Before I Retire?”
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Apr 06, 2026 |
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Episode 71: Listener Question from Karen: How Much Can I Safely Withdraw in Retirement?
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Mar 30, 2026 |
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Episode 70: Listener Question from Susan: Should I Move to Cash Because the Market Feels Risky?
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Mar 23, 2026 |
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Episode 69: Listener Question from Linda: Should I Take Social Security at 62 or Wait?
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Mar 16, 2026 |
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Episode 68: Brian asks: “How do I protect my retirement income if I live longer than expected?”
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Mar 09, 2026 |
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Episode 67: Susan asks: “Should I be moving money out of my 401(k) now that I’m retired?”
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Mar 02, 2026 |
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Episode 66: Kevin asks: “Is it risky to retire in a year when the market is at or near all-time highs?”
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Feb 23, 2026 |
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Episode 65: Dave asks: “How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?”
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Feb 16, 2026 |
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Episode 64: Linda asks: “How Do We Control Taxes When RMDs and Social Security Start?”
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Feb 09, 2026 |
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Episode 63: Mark asks: “How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?”
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Feb 02, 2026 |
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Episode 62: Dave Asks: How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?
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Jan 26, 2026 |
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Episode 61: Linda Asks: How Do We Control Taxes When RMDs and Social Security Start?
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Jan 19, 2026 |
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Episode 60: Mark Asks: How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?
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Jan 12, 2026 |
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Episode 59: Denise asks, “What’s the smartest way to start transferring wealth to our kids?”
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Jan 05, 2026 |
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Episode 58: Mark asks, “How can I keep steady income in retirement without sitting in cash?”
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Dec 29, 2025 |
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Episode 57: Karen asks, “How do Qualified Charitable Distributions really work with RMDs?”
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Dec 22, 2025 |
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Episode 56: Karen asks how to adapt when markets or tax laws change...
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Dec 15, 2025 |
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Episode 55: Linda's question: How to enjoy retirement today without jeopardizing tomorrow...
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Dec 08, 2025 |
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Episode 54: Should you do Roth conversions now or wait for Congress?
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Dec 01, 2025 |
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Episode 53: Linda’s question: Live fully or leave more?
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Nov 24, 2025 |
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Episode 52: Michael’s question: Should I make tax moves now?
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Nov 17, 2025 |
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Episode 51: Karen asks How to Build Flexibility Into Your Retirement Income Plan
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Nov 10, 2025 |
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Episode 50: Passing Assets to Siblings—While Avoiding Courts and Lawyers
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Nov 03, 2025 |
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Episode 49: When Inheritance Isn’t Equal: Greg’s Estate Planning Question
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Oct 27, 2025 |
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Episode 48: Mary Considers Selling Stock for Health Insurance—Is It the Right Move?
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Oct 20, 2025 |
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Episode 47: Dennis’s Tax Questions: Home Cost Basis, Mortgage Interest, and More…
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Oct 13, 2025 |
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Episode 46: Should Fred cash-out his life insurance policy?
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Oct 06, 2025 |
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Episode 45: Roth IRA as a sinking fund? Laurie wants to know
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Sep 29, 2025 |
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Episode 44: Can Amy max-out her 401(k) and IRA at the same time?
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Sep 22, 2025 |
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Episode 43: Can AI build Morgan’s retirement plan?
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Sep 15, 2025 |
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Episode 42: George Inherited a Roth IRA—Now What?
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Sep 08, 2025 |
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Episode 41: Barbara Asks: Are There Coverage Caps with Obamacare?
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Sep 01, 2025 |
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Episode 40: Don't Let Your Roth Sit Idle—Barb Wants to Know Where to Start
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Aug 25, 2025 |
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Episode 39: Frank's Dilemma: Tap the 401(k) or Keep the Mortgage?
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Aug 18, 2025 |
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Episode 38: Jeff asks, “I’m Thinking About a Roth Conversion—Where Do I Begin?”
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Aug 11, 2025 |
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Episode 37: Bill asks for the smart way to consolidate his investments
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Aug 04, 2025 |
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Episode 36: Mary asks about the financial tradeoffs of paying cash for her next house
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Jul 28, 2025 |
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Episode 35: Why are Barb’s tax returns so complicated in retirement?
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Jul 21, 2025 |
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Episode 34: Why didn’t Judi’s advisor fight to win her back?
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Jul 14, 2025 |
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Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?
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Jul 07, 2025 |
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Episode 32: Where Should You Park Inherited Money? Margie’s Short-Term Strategy
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Jun 30, 2025 |
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Episode 31: Is It Time to Reduce Risk? Jim’s Retirement Dilemma
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Jun 23, 2025 |
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Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded
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Jun 16, 2025 |
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Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity
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Jun 09, 2025 |
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Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs
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Jun 02, 2025 |
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Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind
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May 26, 2025 |
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Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma
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May 19, 2025 |
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Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?
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May 12, 2025 |
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Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)
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May 05, 2025 |
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Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered
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Apr 28, 2025 |
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Episode 22: Cash vs. Mortgage: Carolyn Weighs the Pros and Cons of Paying Cash for a House
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Apr 21, 2025 |
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Episode 21: Helping Mom with Her 401(k): Answering Mike's Questions on Retirement Planning
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Apr 14, 2025 |
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Episode 20: Roth Conversions Uncovered: Answering William’s Questions
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Apr 07, 2025 |
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Episode 19: Understanding Taxes on Traditional IRAs: Jim's Questions Answered
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Mar 31, 2025 |
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Episode 18: Is Market Timing Worth It? Answering Walt's Big Question
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Mar 24, 2025 |
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Episode 17: Rebalancing 101: Answering Marie's Questions on Keeping Your Portfolio in Shape
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Mar 17, 2025 |
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Episode 16: Medicare Deadlines: Ron’s Question About Signing Up His Wife
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Mar 10, 2025 |
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Episode 15: Roth Converting Real Estate: Bob’s IRA Filled with Vacant Land
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Mar 03, 2025 |
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Episode 14: Taking Social Security at 62: Victoria’s Investment Strategy
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Feb 24, 2025 |
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Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan
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Feb 17, 2025 |
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Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy
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Feb 10, 2025 |
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Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move
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Feb 03, 2025 |
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Episode 10: Should Val Convert Her 401(k)?
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Jan 27, 2025 |
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Episode 9: CDs, College Breaks, and IRAs – Connie’s Financial Questions Answered
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Jan 20, 2025 |
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Episode 8: Do You Need a Financial Planner if You’re Still Working in Your 50s and 60s?
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Jan 13, 2025 |
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Episode 7: Managing Medical Expenses When Working Past Age 65
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Jan 06, 2025 |
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Episode 6: How Qualified Charitable Distributions Can Save You on Taxes
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Dec 30, 2024 |
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Episode 5: Should Linda File for Social Security Now or Wait?
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Dec 23, 2024 |
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Episode 4: How Future Inflation Could Impact Delaying Social Security
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Dec 16, 2024 |
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Episode 3: Patricia has 70% of her retirement in a 403(b) and in a 457(b)
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Dec 02, 2024 |
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Episode 2: Linda asks for the best way to find a fee-only financial planner.
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Dec 02, 2024 |
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Episode 1: Mary believes her net worth is sufficient for retirement.
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Dec 02, 2024 |