EPISODE 120 – The Retirement Money You Forgot About – And How to Find It
What if you had $67,000 sitting in an old account and didn’t even know it? In Episode 120 of The Last Paycheck Podcast, CFP® professionals Rob and Archie Hoxton sound
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 119 – Year-End Tax Planning Tips You Can’t Afford to Miss
As the final quarter of the year begins, it’s the perfect time to focus on one of the most powerful ways to influence your financial future—year-end tax planning. In Episode
EPISODE 118 – Should You Give While You’re Living? The Financial and Emotional Case for a Warm-Hand Legacy
Many people plan to leave an inheritance to their family, favorite charities, or both. But what if there were benefits to giving while you’re still alive? In Episode 118 of
Episode 117: Building a Portfolio That Works for You
If you’ve ever wondered, How do I build an investment portfolio that actually fits my life?, you’re not alone. In Episode 117 of The Last Paycheck Podcast, Rob and Archie
Episode 116 – How to Handle Bear Markets at Every Stage of Life
Weathering the Storm: How to Handle Bear Markets Based on Your Age and Stage Market downturns are a fact of life—just like taxes, birthdays, and awkward holiday dinners. The question
Episode 115 – Should You Downsize? Avoid These Costly Mistakes
For many retirees, downsizing sounds like the perfect plan. A smaller space. Less maintenance. More cash in your pocket. But without proper planning, it can also lead to financial pitfalls
Episode 114 – The 3 Estate Planning Documents Every Adult Needs
If you’re like most people, estate planning isn’t high on your list of exciting weekend activities. But as Rob and Jimmy make clear in Episode 114 of The Last Paycheck
Episode 113 – Politics and Your Portfolio: How to Invest Without Losing Your Head
It’s no secret: political seasons can trigger intense emotions. But should those emotions guide your investment decisions? In Episode 113 of the Last Paycheck podcast, Rob and Archie Hoxton explore
Episode 112 – Should You Trust Financial Rules of Thumb? Here’s What to Know
When it comes to managing your money, simple advice is appealing. Save 10%. Pay off all your debt. Take Social Security at 70. But are these “rules of thumb” really
Episode 111 – Tax Law Changes for 2025 – What Retirees and Charitable Givers Need to Know
If you’re nearing retirement, living on a fixed income, or focused on charitable giving, the 2025 tax law changes may affect you more than you realize. In Episode 111 of
Episode 110 – What the “One Big Beautiful Bill” Means for Your Taxes (2025–2028)
The recently passed legislation known as the “One Big Beautiful Bill” is about to reshape the personal finance landscape—and in Episode 110 of Last Paycheck, advisors Archie Hoxton and Emily
Episode 109 – How to Protect Your Portfolio Without Missing the Market
When markets rise, we celebrate. When they fall, panic sets in. This emotional rollercoaster becomes especially intense once you retire and the paychecks stop. In Episode 109 of the Last