Retire Smart Austin

10/09/2026

Your Sunday lineup could use a little wealth of knowledge. 📺

Tune in to The Wealth Council Sunday at 1 PM CST on FOX Business.

10/08/2026

A good retirement plan should be right on par. ⛳

Planning ahead can help you spend less time worrying about your finances and more time enjoying the things you love.

10/01/2026

Are rising costs and evolving Medicare rules frustrating? Absolutely — that's why we've waded through the program’s latest changes to help keep you informed and hopefully save you money.

Here are eight Medicare changes to be aware of in 2027.

https://www.kiplinger.com/retirement/medicare/changes-coming-to-medicare-in-2027

Prepare for rising Part D costs, shrinking drug plan options, and newly negotiated prescription prices before Open Enrollment begins.

09/29/2026

Retirement comes with enough surprises. Your tax bill doesn’t need to be one of them.
A little planning now could change what your financial picture looks like down the road.

09/24/2026

A legacy is more than what you leave behind. It’s who you leave it to.

A thoughtful estate plan can help keep the next generation in mind.

09/22/2026

Sunday mornings are looking pretty smart.

Tune in to Retire Smart Austin for a fresh look at retirement, your finances, and the things worth thinking about before Monday rolls around.

09/15/2026

One of the biggest financial deadlines comes well after you’ve entered retirement.

At age 75, you’re required to start taking distributions from certain savings accounts. Planning years in advance helps ensure you don’t miss a withdrawal or face unnecessary tax penalties.

09/13/2026

Grandparents Day is a wonderful reminder of the legacy you are building for the generations who follow.

Let's connect this month to review your wealth preservation strategies and ensure your grandchildren's futures are as bright as the memories you share.

09/08/2026

Whole life insurance can be like a savings account and insurance policy all wrapped up in one.

In addition to providing a safety net for your family, it can also play a key role in protecting your own financial future. Now may be one of the best times to get a policy, while interest rates remain high. https://ow.ly/B8mH50ZBGoB

Now is a good time to diversify your retirement portfolio with a whole life insurance policy.

09/03/2026

Some interests are inherited.

For this father-son duo, talking finances and retirement happens to be one of them. Catch more on Retire Smart Austin.