What if everything you've learned about money completely changes once you cross the $1 million mark?

Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start.

Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "The Wealth Ladder."

In this conversation, we explore:

▸ Why retirement savers with $1-10 million often feel "stuck"

▸ The surprising reason wealthy retirees are more likely to LOSE wealth than those with less money

▸ Why your investment portfolio becomes more important than your income at this stage

▸ The academic research showing good health is worth $400,000 per year

If you're nearing retirement (or already there), you'll learn why crossing the million-dollar mark isn't the finish line—it's when the game changes entirely.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Schedule a Complimentary Discovery Meeting to Learn More.

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EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Get Your FREE Retirement & Tax Analysis!

A recent study reported that 76% of retirees regret not saving more money.

But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting:

Their deepest regrets actually have little to do with financial shortfalls.

Instead, they revolve around critical aspects of financial planning that significantly impact purpose, independence, and fulfillment in your golden years.

In this episode, I'm revealing three (3) retirement regrets that many people don't consider until it's too late.

I'm also sharing how to avoid the same mistakes so YOUR retirement is fulfilling instead of filled with regret.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

📊 Get Your FREE Retirement & Tax Analysis!

Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?

Don't want to read 870 pages of Congressional jargon?

I've got you covered!

In this episode, I'm breaking it all down and sharing the 5 biggest things retirement savers need to know.

I'm also addressing several broader provisions in the bill and clarifying some common misconceptions.

This giant (and confusing!) economic package touches nearly every aspect of your financial life.

So, pour yourself some coffee—or something stronger if you need it—and hit play.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families in 40 states across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter

📊 Get Your FREE Retirement & Tax Analysis!