Whether you’re still building towards retirement or ready to take the leap, having a good understanding of what’s necessary to fulfil your wants and needs is crucial to enjoying your golden years. Dustin Rudolph hosts the “Summit Ascent Podcast” and provides listeners with timely and informative insights into areas important to retirement planning. Subscribe and listen on demand on your preferred streaming service to get helpful and entertaining views on financial planning, investment management, retirement income strategies, and more! Life is always changing, and future plans might do the same. By staying informed, you can feel confident that you’re progressing towards the future you envision for yourself and your loved ones.
Are Rising Treasury Yields Warning Retirees of Trouble Ahead?
Rising Treasury yields may be sending a warning, but what do they actually mean for your retirement? In this episode of The Summit Ascent Podcast, Dustin Rudolph explores how higher rates, inflation, and market volatility can affect retirees who rely on their portfolios for income. He explains sequence-of-returns risk, why the traditional 60/40 portfolio may not always provide the expected protection, and how purpose-based planning can assign separate jobs to money for liquidity, income, and growth. The conversation also examines the risks of keeping too much in cash, reacting to headlines, and taking withdrawals during a downturn.
To learn more or to schedule a complimentary consultation, visit LegacyAscent.com (https://legacyascent.com/) or call Dustin at (651) 927 - 4124 (tel:6519274124).
For additional resources, follow Dustin on YouTube (https://www.youtube.com/@Legacyascent).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Oct 2026
Can You Speak the Language of Retirement Planning?
Ever feel like retirement planning comes with its own language and everyone else got the dictionary except you? In this episode of The Summit Ascent Podcast, Dustin Rudolph breaks down some of the most important retirement planning terms every retiree should understand. From IRMAA, required minimum distributions (RMDs), and Roth conversions to sequence of returns risk, portfolio diversification, and qualified versus non-qualified assets, Dustin explains these concepts in plain English. He also discusses why retirement planning today is far more complex than it was for previous generations and how understanding these terms can help you make more informed decisions about income, taxes, and long-term financial security.
To learn more or to schedule a complimentary consultation, visit LegacyAscent.com (https://legacyascent.com/) or call Dustin at (651) 927 - 4124 (tel:6519274124).
For additional resources, follow Dustin on YouTube (https://www.youtube.com/@Legacyascent).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
6 Oct 2026
What Happens to Your 401(k) When You Leave a Job?
What really happens to your 401(k) when you leave a job, and could one simple mistake quietly derail your retirement plan? In this episode of The Summit Ascent Podcast, Dustin Rudolph explores the options available when transitioning a 401(k), including leaving it with a former employer, rolling it into a new plan, moving it to an IRA, or cashing it out. He discusses the pros and cons of each approach, common rollover mistakes, tax implications, early withdrawal considerations, and why so many retirees unknowingly leave retirement assets sitting in cash. If you're approaching retirement or changing jobs, this conversation highlights key decisions that can impact your long-term financial future.
To learn more or to schedule a complimentary consultation, visit LegacyAscent.com (https://legacyascent.com/) or call Dustin at (651) 927 - 4124 (tel:6519274124).
For additional resources, follow Dustin on YouTube (https://www.youtube.com/@Legacyascent).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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