Is retirement planning feeling more complicated than you were prepared for? Discover how to simplify your financial future on Retirement Simplified with Curtis James! Hosted by Curtis James, Financial Advisor, Owner, and CEO of Bear Market Financial, each episode will deliver professional insights into changing market trends, practical financial planning tips and tools, and personal wisdom about how you can take control of your retirement.
Wherever you are on your retirement journey, it’s never too late – or too early – to take charge and create the retirement you want. Get the analysis you need from the sources you trust, and tune in each week for all-new episodes packed with insights, inspiration, and the confidence you need to simplify your retirement and pave the way for the future you deserve.
Rethinking RMDs and Annuities: Are You Missing Out on Better Retirement Income?
Are your retirement savings actually a ticking tax time bomb? In this episode of Retirement Simplified, host Curtis James uncovers the hidden traps of Required Minimum Distributions and costly inheritance mistakes tied to inherited IRAs. Learn how strategic tax planning, smart income mapping, and alternative tools like annuities can help you build a more balanced financial future without leaving your legacy to chance. Tune in to discover actionable strategies for navigating market volatility and optimizing your retirement roadmap.
Visit Bear Market Financial Services (https://bearmarketfs.com/form/) to begin building your retirement plan today!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
27 Oct 2026
Are You Making These Critical Year-End Tax and Social Security Mistakes?
Are your year-end tax moves and Social Security timing secretly costing you thousands in retirement? In this episode of Retirement Simplified, financial advisor Curtis James explores crucial year-end financial strategies. Discover how to navigate current tax rates through Roth conversions or charitable giving, evaluate the real impact of Social Security timing decisions, and rebalance an over-concentrated investment portfolio before market volatility strikes. Learn practical steps to build a resilient, long-term retirement plan.
Visit Bear Market Financial Services (https://bearmarketfs.com/form/) to begin building your retirement plan today!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Oct 2026
The Hidden Danger of Playing It Too Safe in Retirement
Are you playing it too safe in retirement, and could that conservative approach actually be draining your savings faster than the market? Join Curtis James he breaks down the hidden dangers of playing it too safe, explore how a couple's age gap completely changes income and longevity planning, and reveal smart alternatives to traditional bonds in a booming market. Discover how to turn a basic portfolio into a concrete, comprehensive game plan that connects your risk, income, taxes, and legacy.
Visit Bear Market Financial Services (https://bearmarketfs.com/form/) to begin building your retirement plan today!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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