The Wealth Transfer Podcast · 2026-08-04 · 53 min
What if retirement is not just about having enough money, but knowing what the money is actually for? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Dan Langworthy, founder of Fortress Financial Group, to talk about retirement planning, tax strategy, wealth transfer, and finding purpose in the next chapter of life. Dan explains why many retirees struggle to spend after decades of saving, how fear of running out of money can keep people from living fully, and why a strong financial plan should help answer both practical and personal questions: Will I be okay? Can I afford to do the things I’ve dreamed about? What do I want this next chapter to look like? This conversation also covers Roth conversions, Social Security timing, donor-advised funds, step-up in basis, estate tax planning, and why liquidity can be one of the greatest gifts families leave behind. Whether you are approaching retirement, helping aging parents plan, or thinking about how to transfer wealth with less stress and more clarity, this episode offers a practical and meaningful look at how to plan for both financial security and a fulfilled life.
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