Straight-talk retirement conversations with Brian Swerdlow.
Each week, Greg takes calls and questions from real listeners, breaking down complex topics like Social Security, taxes, and market risk into clear, actionable steps you can actually use in your retirement.
Recent episodes
Catch up on the latest conversations, or revisit a topic that matters to you most.
Avoiding the biggest tax surprises in retirement
Greg walks through how required minimum distributions, Social Security taxation, and market volatility can combine to create a tax storm—plus steps to prepare now.
Turning your savings into reliable retirement paychecks
Learn how to build a plan for income that keeps coming in—through market ups, downs, and everything in between—without losing sleep over every headline.
When should you actually file for Social Security?
Filing too early—or too late—can cost you. Greg breaks down what to consider before you lock in a lifelong benefit.
Medicare, long-term care, and hidden costs
A practical look at healthcare expenses in retirement and how to plan for them so they don’t derail the rest of your plan.