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 103 – The Truth About Millionaires (And Why They Probably Drive a Pickup Truck)

June 25, 2025 / Hoxton Planning and Management, LLC

If you think millionaires are flashy, high-risk, fast-talking financial geniuses—you’re buying into a myth. According to Rob and Archie Hoxton in Episode 103 of Last Paycheck, the average millionaire doesn’t

Episode 102 – Warren Buffett’s Lessons Every Retiree Should Live By

June 18, 2025 / Hoxton Planning and Management, LLC

Warren Buffett may be stepping away from daily leadership at Berkshire Hathaway, but his investing wisdom continues to shape generations. In Episode 102 of Last Paycheck, Rob and Archie Hoxton

Episode 101 – Should You Take Social Security Early? It Depends on These 5 Key Factors

June 11, 2025 / Hoxton Planning and Management, LLC

When should you take Social Security? It’s one of the most complex decisions retirees face. In Episode 101 of Last Paycheck, Archie Hoxton and Jimmy Sutch walk through five major

Episode 100 – Should You Buy Long-Term Care Insurance?

June 4, 2025 / Hoxton Planning and Management, LLC

Episode 100 of The Last Paycheck Podcast is a major milestone, and to mark the occasion, Rob and Archie Hoxton are diving into one of the most overlooked but financially critical topics

Episode 99: The Real Question Isn’t “When Can I Retire?”—It’s “What Am I Retiring To?”

May 28, 2025 / Hoxton Planning and Management, LLC

Thinking About Early Retirement? Here’s What You Need to Know. Retirement planning often focuses on a single target: age 65. But what if that’s not the only—or even the best—option?

Episode 98: How to Make Retirement More Meaningful – Smart Giving Strategies

May 21, 2025 / Hoxton Planning and Management, LLC

You’ve saved diligently, planned carefully, and finally stepped into retirement. But after the celebrations fade, a deeper question often surfaces: now what? For many retirees, the missing piece isn’t financial—it’s

Episode 97: Financial Harmony for Couples – Avoiding Money Fights

May 14, 2025 / Hoxton Planning and Management, LLC

Every couple handles money differently—but how you communicate about it can make or break your financial future. In Episode 97 of the Last Paycheck podcast, CERTIFIED FINANCIAL PLANNER® professionals Rob

Episode 96: DIY Retirement Planning – Smart Moves and Big Mistakes to Avoid

May 7, 2025 / Hoxton Planning and Management, LLC

Are you managing your own retirement plan? If so, you’re not alone. More investors than ever are taking a hands-on approach to their finances, using digital tools, forums, and spreadsheets

Episode 95: How to Stay Calm in Market Chaos – A Volatility Survival Plan

May 3, 2025 / Hoxton Planning and Management, LLC

How should I react when the market drops? Should I sell my investments now or wait it out? Am I doing the right thing with my money during a downturn?

Episode 94: Spring Clean Your Finances – The Checklist Every Household Needs

April 30, 2025 / Hoxton Planning and Management, LLC

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

Episode 93: The Real Risks of Early Retirement – What You Haven’t Considered

April 23, 2025 / Hoxton Planning and Management, LLC

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

April 9, 2025 / Hoxton Planning and Management, LLC

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