HeyJaredThe Long Game In Retirement
Weekly episode to help you achieve peace of mind in retirement. The Long Game in Retirement is hosted by financial advisor Jaime Cowper, who brings clarity, calm, and straight-talk to the topics that matter most: income planning, tax strategy, Social Security, market risk,…
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
#23: Turn Your Kid's Unused College Fund Into Tax-Free Money for Their Future (opens the original)
Read excerpt
If you overfunded a 529 plan for a child or grandchild, the Secure 2.0 Act now allows a rollover into a Roth IRA under specific conditions, but most families do not fully understand the rules that determine whether they actually qualify. Jaime Cowper, a financial advisor who works with families navigating retirement planning and intergenerational wealth decisions, walks through the 529 to Roth IRA rollover rule step by step. She covers the five requirements you need to meet, including the 15 yea
#22: How to Protect Your Aging Parents' Finances Before It's Too Late (opens the original)
Read excerpt
Cognitive decline in aging parents often shows up in their finances long before it shows up anywhere else, an unopened stack of mail, a bill paid twice, or new donations to organizations they have never supported. These are early warning signs financial advisors and families both need to recognize. In this episode, Jaime Cowper walks through the specific financial warning signs of cognitive decline, how adult children can start the conversation with a parent without putting them on the defensive
#21: GLP-1 Drugs Could Cost You $240,000 in Retirement (Here's How to Plan for It) (opens the original)
Read excerpt
You might already be taking a GLP-1 medication, or it could be part of your future. What many people heading into retirement do not realize is that without the right Medicare coverage, a prescription like this can add $10,000 to $15,000 a year to healthcare costs, often for years at a time rather than as a one-time expense. In this episode, Jaime Cowper breaks down what Medicare covers when it comes to GLP-1 drugs like Ozempic, Wegovy, and Zepbound, including the new 2026 pilot program that coul
#20: A Brand New Rule Could Help You Lock In Lower Long Term Care Insurance Rates (opens the original)
Read excerpt
If you're in your 50s or early 60s and you've been putting off long term care insurance because of the cost, there's a new provision you should understand. Starting in 2026, a rule from the Secure 2.0 Act allows certain retirement plan holders to withdraw funds specifically for long term care premiums without the 10% early withdrawal penalty, even if you're under 59.5. Jaime Cowper, a licensed financial advisor, walks through exactly how this qualified long term care distribution works, the annu
#19: How Required Minimum Distributions Work, and the Common Mistakes to Avoid (opens the original)
Read excerpt
When RMD age arrives, most retirees assume they just have to pull money out and pay the tax. But without a strategy for which account to withdraw from, you could end up selling investments during a down market and locking in losses you didn't need to take. In this episode, Jaime Cowper breaks down how required minimum distributions actually work, why having multiple IRA buckets gives you flexibility, and how a qualified charitable distribution could save thousands in federal income taxes for ret
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.