Retirement Curveballs: Are You Ready for the Unexpected? | Surprises Ahead: Navigating Taxes, Tantrums, and Retirement | The Retirement Referee’s Guide to Life’s Financial Twists

The Retirement Referee with Brooks Bernhagen
28/10/2025 18 min
Retirement Curveballs: Are You Ready for the Unexpected? | Surprises Ahead: Navigating Taxes, Tantrums, and Retirement | The Retirement Referee’s Guide to Life’s Financial Twists

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Episode Synopsis

What do road trips, tantrums, and taxes have in common? Each brings unexpected twists—just like retirement. Brooks Bernhagen, your Retirement Referee, unpacks the financial curveballs that can catch retirees off guard. From building emergency funds to spotting hidden tax traps in Social Security, RMDs, and Medicare, Brooks shares real stories and actionable advice to help you stay ahead. Whether you’re nearing retirement or just starting out, this episode delivers relatable insights and expert guidance. Listen to Brooks every Saturday at 7 a.m. on KOTA. Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!See omnystudio.com/listener for privacy information.

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