Starting the year with a clear financial plan can make a major difference as you approach retirement. In this episode, we walk through a practical 20-item financial checklist designed for individuals in or near retirement.Ben Fuchs and Alex Cal cover what to review, update, and confirm early in the year, including retirement accounts, tax planning, income strategy, investments, insurance, and estate considerations. This checklist helps reduce surprises, improve confidence, and keep your retirement plan on track.🔹 Our Philosophy:At our firm, we prioritize steady, reliable growth over high-risk, high-reward strategies. We believe in guiding our clients through a retirement plan that brings peace of mind and stability.📞 Schedule a Consultation:Ready to discuss your retirement plan? Schedule a 15-minute call with us. Click the link below to find a time that suits you.👉 Schedule Your Call Here: https://www.fuchsfinancial.com/schedule-2/🔔 Stay Updated:Don't forget to like, comment, and subscribe for more insights on financial planning and retirement strategies.📲 See us here:Website: https://fuchsfinancial.comFacebook: https://facebook.com/fuchsfinancialInstagram: https://instagram.com/fuchsfinancialLinkedin: https://www.linkedin.com/company/fuchs-financial/#fuchsfinancial #retirement

In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal talk about year end mistakes that cost you thousands of dollars. They also dive into the different decisions that you may come up against in your year end financial planning.

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Most people don’t go broke in retirement because of bad investments, it’s because they never built a solid financial foundation to begin with.

In this episode, Ben and Alex get back to the basics of financial planning, discussing savings rates, budgeting, investing discipline, and what it really takes to avoid running out of money later in life.

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In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company.

The conversation then moves into year-end tax planning, the traps of putting municipal bonds inside IRAs, and why chasing “hot” tech or AI stocks can backfire. It’s a candid, down-to-earth talk about how small mistakes or misunderstood tax rules can quietly cost investors thousands, and how to spot them before they do.

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Just in time for Halloween, Ben Fuchs and Alex Cal share the scariest real-life financial stories they’ve ever come across from scamming nightmares to all-in retirement portfolios. These stories are sure to make your skin crawl!

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In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal dive into the issues that truly “grind their gears.” They unpack the fear surrounding Social Security’s future, the unfair treatment of 529 college plans during Medicaid spend-downs, and how current tax rules punish families who inherit retirement accounts. From Roth conversions to real-estate deferrals and the inequities in how the wealthy avoid taxes, this candid conversation blends financial expertise with humor and common-sense solutions for retirees and investors alike.

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Medicare season is here, and it’s one of the most important times of the year for retirees. In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal with Josh Kerchis break down what Medicare really covers, what it doesn’t, and why choosing the right plan can make all the difference. Whether you’re enrolling for the first time or reviewing your coverage, this conversation will help you make confident, informed decisions about your healthcare in retirement.

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In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal take on 11 of the most common myths about retirement planning. From Social Security and market timing to taxes and healthcare, they reveal why these misconceptions can derail even the smartest investors.

Learn the truth behind each myth and how proper retirement planning can help you avoid costly mistakes, reduce stress, and build a plan that actually works for you.

🎧 Listen now to understand what really matters when planning your financial future.

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