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

May 7, 2025 / Hoxton Planning & Management

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 & Management

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? These are

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

April 30, 2025 / Hoxton Planning & Management

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 & Management

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 & Management

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

April 2, 2025 / Hoxton Planning & Management

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

March 26, 2025 / Hoxton Planning & Management

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

March 19, 2025 / Hoxton Planning & Management

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

March 12, 2025 / Hoxton Planning & Management

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

March 5, 2025 / Hoxton Planning & Management

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

February 26, 2025 / Hoxton Planning & Management

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

February 19, 2025 / Hoxton Planning & Management

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