Today I'm diving into the tariff-induced market mania that has been dominating every news headline.

Specifically, I'm joined by Cullen Roche, monetary economics expert and founder of Discipline Funds, to discuss three important things:

► How tariffs actually work and why economists across the political spectrum overwhelmingly agree they are bad

► What the recent tariff proposal means for the economy (and American consumers)

► What yesterday’s "90-day pause" means for the markets going forward

We also discuss how retirement investors should approach their portfolios during this period of economic uncertainty + what changes are prudent to make.

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2025 TAX CHEATSHEET

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As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

ESG investing is exploding in popularity—but it's also a giant, confusing mess.

Over $35 trillion in global assets now follow ESG guidelines. 🤯

But despite the rapid growth, most retirement investors still don't fully understand ESG investing...

...or how to spot legitimate ESG strategies from clever marketing hype.

To help break through the confusion, Liz Simmie joins me to discuss:

➤ What ESG investing is and how it differs from Socially Responsible Investing (SRI)

➤ How retirement savers should evaluate ESG funds, particularly in terms of cost and performance

➤ The #1 data point Liz screens for when evaluating an ESG investment

We also explore how investors can cut through ESG marketing hype to find genuinely responsible investment solutions.

***

2025 TAX CHEATSHEET

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ View the Episode Show Notes

Morningstar recently published its annual "State of Retirement Income" research report.

This year’s report finds the highest 30-year safe withdrawal rate for retirees is... 3.7% 🤯

In this episode, you'll learn:

► How researchers arrive at different recommended withdrawal rates

► Why popular withdrawal strategies are (likely) too conservative

► 3 proven strategies for boosting retirement income

And since there is no one-size-fits-all, you'll also learn the pros and cons of each retirement income strategy discussed!

***

2025 TAX CHEATSHEET

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Subscribe to "The Go-Go" Retirement Newsletter