Flight Plan for Your 50s and 60s: Navigating Retirement’s Forgotten Age Milestones

Retirement Isn't Rocket Science · Sep 17, 2026 · 29m · transcript

Passing critical retirement milestones without a clear flight plan can cost diligent savers tens of thousands in unexpected taxes, healthcare surcharges, and lost benefits. In this episode, Dr. Chris Mullis, PhD, CFP® breaks down key financial age triggers from 50 to 75 and addresses whether leaving a traditional IRA to a trust is a protective shield or an administrative nightmare. Tune in to discover how navigating the golden tax valley, timing Social Security, and structuring your estate can ensure your nest egg rocks retirement.

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