The Hidden Risks Lurking in the Retirement Red Zone

Send us Fan Mail That million‑dollar nest egg may not be entirely yours once taxes, timing, and healthcare enter the picture. In this episode, Tim Wood explains why “paper wealth” can quickly turn into a surprise tax problem, especially after selling a business, home, or large investment. The discussion covers proactive tax planning, the risks of the retirement red zone, and why sequence‑of‑returns and long‑term care planning are often overlooked until it’s too late. Tim also shares real clie...