https://proutfinancialdesign.com/wp-content/uploads/2025/06/Prout-061925_Release.mp3Podcast: DownloadNo, not marriage – we’re talking about retirement. On today’s show, we’re diving into the so-called “honeymoon phase” of retirement, that first year that can set the tone for those golden years you’ve been working and saving for. Planning, purpose and a few smart routines can make all the difference. We’ll also discuss your […]

https://proutfinancialdesign.com/wp-content/uploads/2025/06/Prout-061225_Release.mp3Podcast: DownloadOn this week’s show, Heidi will review the most frequently asked questions about Social Security from Heather Schreiber’s Social Security Advisor newsletter through Ed Slott. These questions are not simple, but they are oh so very important! We remain the sleuths of all things financial, constantly ferreting out the answers to the questions you’ve always […]

https://proutfinancialdesign.com/wp-content/uploads/2025/06/Prout-060525_Release.mp3Podcast: DownloadMany of your kind comments regarding last week’s show were very well received. Thank you! We always appreciate your input, and your questions regarding the SECURE Act and its impact on distributions for beneficiary IRAs were fantastic. On this week’s show, stats on the economy and what experts are saying about market valuations will be […]

https://proutfinancialdesign.com/wp-content/uploads/2025/06/Prout-052925_Release.mp3Podcast: DownloadOn today’s show, we’re diving into two hot-button issues that can impact your retirement security. First up: inherited IRAs. We’ll unravel the complex and evolving rules around Required Minimum Distributions (RMDs) for inherited IRAs under the SECURE Act – essential knowledge as key IRS regulations are set to expire while others are set to begin. […]

https://proutfinancialdesign.com/wp-content/uploads/2025/06/Prout-052225_Release.mp3Podcast: DownloadJust when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes […]