Retire Well TV

09/23/2026

When was the last time you reviewed your life insurance beneficiaries?

Major life changes can necessitate an update, and keeping your designations current can help ensure your benefits go where you intend.

Learn more: https://www.kiplinger.com/personal-finance/life-insurance/life-insurance-beneficiary-what-is-it-and-how-does-it-work



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Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.

09/20/2026

Have you saved enough for retirement? The number in your account doesn’t always equal what you can actually spend.

Taxes can make a big difference, which is why planning for spendable retirement income matters.



https://citizenadvisory.com/full-disclosure/

09/17/2026

Retirement is a new chapter, but what will yours look like?

Planning today can help you prepare for the income, lifestyle, and goals you want to pursue tomorrow.



https://citizenadvisory.com/full-disclosure/

09/14/2026

Could your retirement savings be creating a future tax burden?

Tax-deferred accounts can be powerful tools, but understanding the taxes you may owe down the road is an important part of planning.



https://citizenadvisory.com/full-disclosure/

09/11/2026

Your financial future deserves a conversation that’s personal to you. Stop by Citizen Advisory Group and let’s talk about your goals and the road ahead.

📍 770 Commerce Dr., Perrysburg, OH 43551



https://citizenadvisory.com/full-disclosure/

09/08/2026

You can’t control what moves the market or when volatility will hit. What you can control is having a strategy designed to navigate the uncertainty.



https://citizenadvisory.com/full-disclosure/

09/05/2026

Sean O’Drobinak is dedicated to educating the community on important financial topics, from taxes and Social Security to retirement planning and beyond.



https://citizenadvisory.com/full-disclosure/

09/02/2026

The years right before and after retirement can be some of the most important for your financial plan.

Decisions made during the “retirement red zone” can have a lasting impact, making preparation and a clear strategy especially important.



https://citizenadvisory.com/full-disclosure/

08/26/2026

A little maintenance can go a long way. 📊 Reviewing your retirement portfolio from time to time can help keep your strategy aligned with your goals. Learn more below. 👇

https://www.investopedia.com/your-ira-set-it-but-dont-forget-it-11750753



https://citizenadvisory.com/full-disclosure/

Many people contribute to their IRA but neglect to properly invest or actively manage their account for maximum growth. Cash sometimes remains uninvested for years.

08/24/2026

The average return isn't the whole story. 📉 The order of market returns can make a big difference once you start taking withdrawals in retirement.



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