Episode 39 of Retirement Tax Matters breaks down the difference between emotional risk tolerance and risk capacity for high-net-worth retirees in the $2M–$8M range. Garrett and Adam explore how an individual's psychological response to market volatility differs fundamentally from a retirement capacity to absorb downturns safely.

Episode 18 of Retirement Tax Matters explores how Tax Drag can erode investment returns and introduces Asset Location as a key strategy to fix it. Discover why placing bonds in Traditional IRAs and growth stocks in Roth IRAs can act as a diet for your tax bill in 2026.