9-4-26 Don’t Be a Retirement Castaway

The Real Investment Show (Full Show) · Sep 4, 2026 · 53m

Retirement planning is about more than building a portfolio. It’s also about deciding what comes next. Richard Rosso & Jonathan McCarty explore the retirement crossroads: making the transition from work to retirement, finding purpose after a career, setting new goals, applying your skills in new ways, and overcoming the reluctance many retirees have to spend the money they’ve accumulated. We also dig into the financial strategies that can make a difference, including Qualified Charitable Distributions (QCDs), donor-advised funds, charitable checks that aren’t cashed, changing tax rules, and…