Shows / Retire and Thrive
Retire and Thrive
Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday. Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only…
Episodes
- Retire and Thrive
Why a $100,000 401(k) Withdrawal Could Cost More Than You Think
A $100,000 withdrawal from your 401(k) could have bigger tax consequences than you expect. In this episode of Retire and Thrive, Kamie Blair and Dan Langworthy…
- Retire and Thrive
He Retired Without Telling His Wife?! | Retirement Horror Stories
What happens when someone retires without telling their spouse? Or when a couple spends $36,000 more than planned in their first year of retirement? In this…
- Retire and Thrive
What Does Retirement Really Look Like? 10 Rapid-Fire Questions
What does retirement really look like beyond the financial numbers? In Episode 71 of Retire and Thrive, Dan Langworthy and Kamie Blair take on the Retirement…
- Retire and Thrive
In Your 30s? Questions You Should Be Asking About Retirement
In Your 30s? Questions You Should Be Asking About Retirement | Ep. 70 Is it too early to start thinking about retirement in your 30s? What if planning for…
- Retire and Thrive
6 Retirement Questions a Financial Advisor Answers Without Saying “It Depends”
How much cash should you keep in retirement? Is a second home worth it? When should a spouse claim Social Security, and should a pension be taken as monthly…
- Retire and Thrive
6 Retirement Moves That Sound Smart... But What's the Catch?
Retiring at 55, paying off the mortgage, moving for lower taxes, taking Social Security at 62, and downsizing can all sound like smart retirement moves. But…
- Retire and Thrive
Retirement Draft: What 5 Things Matter Most?
If you could choose only five things to build your ideal retirement around, what would make the cut? Dan and Kamie turn retirement planning into a fantasy…
- Retire and Thrive
A News Anchor’s Warning to Retirees: Don’t Trust Every Headline
How much should the news really influence your retirement decisions? In Episode 66 of Retire and Thrive, Dan Langworthy flips the script and interviews…
- Retire and Thrive
These 3 Retirement Fears Aren’t What They Seem
Market downturns, an unexpected early retirement, and rising healthcare costs can make it feel like your retirement plan is falling apart. But are those fears…
- Retire and Thrive
The Back Nine of Life (Navigating Your 60s, 70s, and 80s)
We are out of the studio and on the golf course for this special episode of Retire and Thrive. Dan Langworthy and Kamie play a few holes at Pine Island Golf…
- Retire and Thrive
The Family Meeting Every Retiree Should Have With Their Adult Children
In retirement, some of the most important financial conversations are not just with your advisor. They are with your family. In this episode of Retire and…
- Retire and Thrive
Trump Accounts Explained: How the $1,000 Head Start for Kids Works
What exactly is a Trump Account, who qualifies, and what could it mean for your children or grandchildren? In this episode of Retire and Thrive, Dan and Kamie…
- Retire and Thrive
Retirement Myths Go Head-to-Head: Which One Wins?
Think you need $1 million to retire, should avoid the stock market, or can count on Medicare and Social Security to cover the bills? Dan and Kamie put eight…
- Retire and Thrive
Try Retirement Before You Retire: The 30-Day Test
Are you financially and emotionally ready to retire?Before leaving your career behind, consider taking a 30-day retirement trial run. In this episode of Retire…
- Retire and Thrive
AI Voice Scams Are Targeting Retirees: How to Protect Yourself
Could you recognize the voice of a family member if it had been recreated by artificial intelligence? In this episode of Retire and Thrive, Dan Langworthy and…
- Retire and Thrive
Can AI Replace Your Financial Advisor?
Can AI improve retirement planning without replacing the human relationship behind it? Dan Langworthy and Cody Schaefer share how they use ChatGPT for business…
- Retire and Thrive
When Should You Take Social Security?
Social Security can provide an important foundation for retirement income, but deciding when to claim it is rarely a simple calculation. In this episode of…
- Retire and Thrive
The Retirement Regrets We Hear Most: Social Security, Roth Conversions & Taxes
When should you take Social Security? Should you consider Roth conversions in retirement? How do required minimum distributions affect your tax picture later…
- Retire and Thrive
Can You Retire With $800,000? What Dan Would Do
Can you retire at 62 with $800,000 saved?In this episode of Retire and Thrive, Kamie and Dan walk through common retirement questions that do not always have…
- Retire and Thrive
Are You Ready to Retire Together? 5 Conversations Couples Avoid
Retirement is not just a financial decision. It is a relationship transition. Dan and Kamie discuss five conversations couples should have before retirement…
- Retire and Thrive
The Retirement Bucket List No One Talks About
Most retirement bucket lists focus on travel, hobbies, and big adventures, but the most meaningful parts of retirement may be the ones people rarely plan…
- Retire and Thrive
Should You Downsize, Move, or Buy a Second Home in Retirement?
Should you stay in your current home, downsize, move, or buy a second home in retirement? Dan and Kamie talk through the financial and emotional side of…
- Retire and Thrive
The First Year of Retirement: Why the Honeymoon Phase Can Fade
What happens after the excitement of retirement starts to fade? In this episode of Retire and Thrive, Dan Langworthy and Kamie Blair discuss the first year of…
- Retire and Thrive
Retirement Is Not a 20-Year Vacation: 5 Lessons from 50 Episodes
In this milestone 50th episode of Retire and Thrive, Kamie and Dan look back at the biggest retirement lessons from the first 50 episodes, including why…
- Retire and Thrive
Write Your Own Obituary Before You Retire
What do you want your family to remember about you after you’re gone? Dan Langworthy and Cody Schaefer discuss why retirement legacy is about more than estate…
- Retire and Thrive
Beyond the Portfolio: Why Relationships Matter in Retirement
When you leave your career, are you leaving your default social circle behind? In Episode 48 of the Retire and Thrive podcast, Dan and Cody dive into the…
- Retire and Thrive
You Planned for Retirement Financially. But Have You Planned How You’ll Live?
Retirement planning is about more than your portfolio, taxes, or income strategy. It is also about deciding how you want to spend your time, energy, and…
- Retire and Thrive
The Retirement Identity Crisis: Who Are You After Work?
Retirement is more than a number. It’s an identity shift. In this episode of Retire and Thrive, Dan and Cody break down one of the most overlooked questions in…
- Retire and Thrive
The Retirement Question Most People Miss: How Will You Spend 1,500 Tuesdays?
In Episode 45 of Retire and Thrive, Cody and Dan explore the “Tuesday Question” and why retirement planning is about more than having enough money. This…
- Retire and Thrive
SECURE Act 2026: What Retirees Need to Know About RMDs, Roths, and Taxes
Confused by the SECURE Act and what it means for your retirement plan? Dan and Cody break down inherited IRA deadlines, Roth catch-up rules for higher earners…
- Retire and Thrive
Retirement Questions People Hesitate to Ask
In this episode of Retire and Thrive, Dan and Kamie take on some of the retirement questions people may hesitate to ask. They discuss how much money someone…
- Retire and Thrive
3 Retirement Risks That Matter More Than a Market Crash
Are market crashes really the biggest threat to retirement? In this episode of Retire and Thrive, Kamie and Dan break down the retirement risks that can…
- Retire and Thrive
When the Market Drops, Don’t Panic. Follow the Plan
In Episode 41 of Retire & Thrive, Kamie and Dan Langworthy discuss how a financial plan can help you stay grounded during uncertain markets. From downturns and…
- Retire and Thrive
War, Market Volatility, and Your Money: What Investors Need to Know Right Now
How should investors respond when war overseas shakes the markets? In this episode of Retire and Thrive, Dan Langworthy and Kamie discuss market volatility…
- Retire and Thrive
Retirement Tax Traps Explained: RMDs, Roth Conversions, and the Widow’s Penalty
Retirement planning is about more than hitting a number. In Episode 39 of Retire and Thrive, Cody and the team break down retirement taxes, required minimum…
- Retire and Thrive
What If You Retire and Hate It? Real Questions People Ask Before Retirement
In this episode of Retire and Thrive, we go beyond the numbers and into the real questions people ask right before retirement. What happens if you finally…
- Retire and Thrive
Spend More in Retirement Without Running Out of Money
In this episode of Retire and Thrive, Kamie and Dan break down three practical ways to increase retirement spending while staying confident in your long term…
- Retire and Thrive
The “Athlete Tax” Explained: Why Playing One Week in California Can Cost $250,000
Ever wonder why a pro athlete can earn millions and still get hit with a surprise tax bill for a single road trip? In Episode 36, Dan Langworthy is joined by…
- Retire and Thrive
3 Spending Mistakes That Can Derail Retirement
In this episode of Retire and Thrive, Kamie Blair and Dan Langworthy break down three common spending mistakes that can derail retirement and what to do…
- Retire and Thrive
How to Turn Your Retirement Savings into a Reliable Monthly Paycheck
Are you unknowingly locking in a permanent 30% pay cut by claiming Social Security at 62? In this episode of Retire & Thrive, we break down the specific math…
- Retire and Thrive
3 Retirement Tax Traps to Avoid (RMDs, Social Security & Medicare IRMAA)
In this episode of Retire and Thrive, Dan Langworthy and Kamie Blair walk through three common retirement tax traps that can quietly increase what you…
- Retire and Thrive
Snowbirds & Taxes: Where You Owe and the Mistakes That Cost You
In Episode 32 of the Retire and Thrive Podcast, Kamie and Dan walk through three practical tax strategies for retirees that can help you lower your tax bill…
- Retire and Thrive
Pre-Tax vs Roth: Where Your Money Should Go
In Episode 31 of the Retire and Thrive Podcast, Dan Langworthy and Kamie Blair answer a question many people over 50 ask as retirement gets closer: pre tax vs…
- Retire and Thrive
How Much Money Do You Really Need to Retire?
How much money do you really need to retire It is one of the most common retirement questions and in this episode of the Retire and Thrive Podcast we break it…
- Retire and Thrive
Taxes in Retirement: What Every Retiree Needs to Know.
Taxes can be one of the biggest — and most overlooked — risks in retirement. In this episode of the Retire and Thrive Podcast, Dan Langworthy breaks down Taxes…
- Retire and Thrive
7 Social Security Myths
Social Security is one of the most important income sources in retirement and one of the most misunderstood. In this episode of the Retire and Thrive Podcast…
- Retire and Thrive
Why Cash Flow Matters More Than Net Worth
Why Cash Flow Matters More Than Net Worth | Retirement Income PlanningMany people enter retirement focused on one number: net worth. But net worth doesn’t pay…
- Retire and Thrive
Retire With Confidence | Fix These 9 Common Errors
Are you accidentally sabotaging your retirement without even realizing it? In this episode of the Retire and Thrive Podcast, Dan Langworthy breaks down the 9…
- Retire and Thrive
The Brutal Retirement Truths No One Warned You About
Retirement reveals truths most people never see coming. In this episode, Dan Langworthy exposes the brutal realities that can make or break your future. You’ll…
- Retire and Thrive
The Biggest Mistake Retirees Still Make
Are you unknowingly making the biggest mistake retirees still make? In this episode of the Retire and Thrive Podcast, Kamie Blair and Dan Langworthy break down…
- Retire and Thrive
Feeling Lost After Leaving Your Job? Listen to this
Leaving a long-time job can feel exciting… and confusing. Many people don’t expect the loss of structure, identity, and purpose that follows stepping away from…
- Retire and Thrive
Stop Just Saving Start Living | How to Enjoy Retirement
What good is a well-built portfolio if you never enjoy it? In Episode 22 of Retire and Thrive, hosts Kamie and Dan unpack the last lesson from Dan’s book: to…
- Retire and Thrive
Common Tax Mistakes You Could be Making
How much do taxes really matter in retirement? A lot. In this episode, Kamie Blair and Dan Langworthy explain how marginal tax brackets work, why “only the…
- Retire and Thrive
The Retirement Tax Trap and How to Dodge It
Finances don’t have to be scary—even on Halloween. 🎃 In this episode, Dan and Cami break down Roth IRAs vs. pretax 401(k)/403(b), the power of Roth…
- Retire and Thrive
How to Pay Fewer Taxes in Retirement (Legally)
In this episode of Retire and Thrive, Kamie and Dan dive into one of the most overlooked parts of retirement — tax planning.Why do retirees have more control…
- Retire and Thrive
Don’t File for Social Security Until You Hear This!
In this episode of Retire and Thrive, Kamie and Dan wrap up their three-part Social Security series with practical insights that could save you thousands in…
- Retire and Thrive
Will Social Security Run Out? What You Need to Know
Is Social Security “drying up”? How much are you really paying in—and how much comes back to you? In this week’s Retire & Thrive, Kamie and Dan unpack Social…
- Retire and Thrive
When Should You Take Social Security?
Wondering when to start Social Security—62, full retirement age, or 70? In this Retire & Thrive episode, Kamie and Dan break down the essentials: how Social…
- Retire and Thrive
3 Simple Ways to Make Your Money Work in Retirement
Want To Learn More About Fortress Financial Group? | CLICK HERE 👉 https://fortressfg.net/In this episode of Retire and Thrive, Kamie and Dan dive into three…
- Retire and Thrive
3 Money Truths That Will CHANGE How You See Retirement
Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media…