The Experts and Retirees
Who’ve Joined Safe Money Radio
Retirement specialists, Social Security experts, estate planners, tax advisors, and real people living proof that a worry-free retirement is possible.
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ExpertDr. Margaret Holloway
25-year veteran helping pre-retirees build tax-efficient income streams that last a lifetime. Author of The Last Paycheck.
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Retiree SpotlightRobert & Carol Whitman
After 38 years in manufacturing, the Whitmans share how a clear income plan replaced their pre-retirement anxiety with confidence.
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ExpertJames Park, CFP®
Cuts through Social Security confusion with claiming strategies that have added six figures of lifetime benefits for listeners.
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ExpertElena Vasquez, JD
Helps families protect what they’ve built — from trusts and beneficiary designations to the surprisingly small details that derail an estate.
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Retiree SpotlightTheresa Albright
Widowed at 61 and starting over financially. Theresa walks through the questions she wishes she’d asked years sooner.
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ExpertMichael Rourke, CPA
Specializes in the “tax torpedo” window between 62 and 73 — where the right Roth moves can save retirees hundreds of thousands.
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Dr. Anthony Greer
A frank look at the cost of care after 75 — and the planning windows most families miss until it’s too late.
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Priya Sundaram
Money is only half of retirement. Priya joins us to talk identity, purpose, and the “quiet crisis” of year three.
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ExpertHelen Lassiter
Demystifies fixed indexed annuities — what they do well, where they don’t belong, and how to read a contract before signing.
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If you’re a retirement professional or a retiree with a story that could help others avoid the same mistakes, we’d love to hear from you.
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