Deciding whether to retire now or work a little longer is one of the most common questions clients bring to our team. In this episode of The Live Greater View, Chris Malone and Dan Lash walk through the financial, emotional, and lifestyle factors that shape this decision. From the impact of one extra year of income to the psychological shift of spending down savings, they share the conversations they have every day with people nearing retirement.

Whether you feel ready to stop working or you’re unsure what life after full-time work would look like, this episode gives you a grounded look at what truly matters when choosing your timeline.

In this episode, we discuss:

• The financial benefits of working an additional year, including savings, reduced withdrawals, healthcare costs, and Social Security timing
• The emotional and lifestyle readiness needed for retirement and why the “vision” for your days matters as much as the numbers
• How forced early retirement, market risk, and distribution planning change the conversation

Why this matters:
Retirement is not just a date on a calendar. It is a major life shift that blends money, mindset, and lifestyle. Understanding each piece helps you enter retirement with confidence instead of second-guessing.

As the year comes to a close, it’s the perfect time to review recent tax updates and how they could affect your financial plans. In this episode of The Live Greater View, we break down the latest tax law changes in simple terms and share strategies to help you prepare before filing season begins.

From deductions and retirement contributions to new tax brackets and planning opportunities, this conversation helps you understand what’s changing and how to make the most of it.

In this episode, we discuss:

• Key tax law updates and what they mean for individuals and families
• End-of-year planning strategies to reduce your tax bill
• How to prepare for filing season with confidence and clarity

Why this matters:
A little preparation now can lead to big savings later. Understanding how these changes impact your income, investments, and retirement can help you make smarter decisions before December 31.

The holidays are a time for giving, celebrating, and connecting—but they can also be a time of financial stress. In this episode of The Live Greater View, we talk about practical ways to plan for holiday spending so you can enjoy the season without worrying about your wallet.

From setting a realistic budget to managing travel, gifting, and unexpected costs, this conversation offers simple steps to help you stay in control and still make the holidays special.

In this episode, we discuss:

• How to create and stick to a holiday budget that fits your goals
• Smart ways to manage gifting and travel expenses
• Tips for starting fresh in the new year without financial regret

Why this matters:

A little planning can make a big difference. When you approach holiday spending with intention, you can focus on what truly matters—time with family, meaningful experiences, and peace of mind.