Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”
With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!
Could Long-Term Care Costs Derail Your Retirement?
Could one unexpected care expense reshape your entire retirement plan? Dan Groben and Philip Menard discuss the rising cost of long-term care and why preparing for the possibility can be an important part of retirement planning. They explore the challenges of traditional long-term care insurance, medical underwriting, and alternative approaches involving hybrid life insurance and annuity products. Plus, they explain how incorporating potential care costs into an income strategy may help retirees think more deliberately about protecting the assets they’ve accumulated.
Connect with Dan & Phil at Servant Advisors Group (https://servantadvisors.com/contact/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
27 Oct 2026
Could Your Retirement Income Trigger a Medicare Surprise?
Could one retirement tax decision today affect what you pay for Medicare tomorrow? Dan Groben and Phil Menard discuss year-end tax planning, including required minimum distributions, Roth conversions, and the potential impact of IRMAA surcharges. They explain why delaying a first RMD could result in two taxable distributions the following year and how additional income may affect Medicare Part B and Part D costs. Plus, they explore how Roth conversions can fit into a broader strategy for managing taxable retirement income.
Connect with Dan & Phil at Servant Advisors Group (https://servantadvisors.com/contact/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Oct 2026
The Retirement Tax Surprises You Don’t Want at 70
Turning 70 can bring financial decisions that may reshape the next chapter of retirement. Dan Groben and Phil Menard discuss preparing for required minimum distributions, managing potential tax surprises, and reviewing investment allocations. They also explore Roth conversions, realistic retirement spending, qualified charitable distributions, estate planning, and the importance of continually stress-testing a retirement strategy as life and expenses change.
Connect with Dan & Phil at Servant Advisors Group (https://servantadvisors.com/contact/)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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