Episode 94: Spring Clean Your Finances – The Checklist Every Household Needs
You’ve probably decluttered your closet. Maybe you’ve even deep-cleaned your garage. But when was the last time you did a full sweep of your finances? In Episode 94 of the
Retirement Planning Insights
Explore retirement planning insights from Hoxton Planning & Management, including articles on taxes, estate planning, retirement income, and advisor questions. Browse the library below to find educational perspectives that can help you think through your next planning conversation.
Episode 93: The Real Risks of Early Retirement – What You Haven’t Considered
Thinking about retiring in your 50s—or even your 40s? You’re not alone. The appeal of early retirement is stronger than ever. But before you submit that resignation letter, there’s a
Episode 92: Don’t Blow It – Inheritance Mistakes to Avoid
Receiving an inheritance can be a blessing—but without a plan, it can quickly become a burden. In Episode 92 of the Last Paycheck podcast, CERTIFIED FINANCIAL PLANNER® professionals Rob and
Episode 91: The 4% Rule – A Starting Point, Not a Solution
If you’ve done even a little research on retirement planning, you’ve probably come across the 4% Rule. It’s one of the most cited—and misunderstood—retirement strategies out there. In Episode 91
Episode 90: The 5 Retirement Risks You Can’t Afford to Ignore
When most people think about retirement planning, they focus on how much money to save, what to invest in, and when to claim Social Security. But in Episode 90 of Last
Episode 89: How to Stay Smart and Steady During Market Volatility
Feeling anxious about the market? You’re not alone. When headlines flash red and portfolios dip, even seasoned investors can start to second-guess their strategy. In Episode 89 of the Last
Episode 88: Are You Really Ready to Retire? Use This Checklist to Find Out
You’ve saved. You’ve planned. Maybe you’ve even circled your retirement date on the calendar. But before you walk away from your last paycheck, ask yourself: Are you really ready to
Episode 87: 5 Years From Retirement? Here’s Your Must-Do Checklist
Are you five years out from retirement? If so, you’re in one of the most critical financial windows of your life. What you do—or don’t do—during this period can have
Episode 86: Barriers to Wealth – 6 Common Mistakes That Undermine Your Financial Future
You’re working hard, saving consistently, and trying to make smart choices. But if building wealth still feels like an uphill battle, it’s worth asking: What’s getting in your way? In
Episode 85: Tired of Tax Season Chaos? Here’s How to Prepare Like a Pro
In Episode 85 of Last Paycheck, Rob and Archie Hoxton lay out a plan to make tax time easier and more strategic. 1. Decide Who’s Doing What Book a CPA
Episode 84: What to Do When One Stock Becomes 75% of Your Portfolio
Has one stock taken over your investment portfolio? Maybe it’s a company you’ve believed in for years. Maybe it’s a lucky break from an IPO or an inheritance. But now
Episode 83: Fact-Checking the Internet’s Worst (and Best) Financial Advice
“Never pay taxes again.” “Roth IRAs are a scam.” “Just buy real estate and retire rich.” If you’ve spent more than a few minutes on social media lately, you’ve probably