Browse informational videos from VistaPro Wealth Management on Retirement Income Planning

 

What Does a Retirement Income Plan Actually Look Like?

If you watch one of my retirement videos this month, make it this one. In just a few minutes, I’ll show you what a retirement income plan actually looks like—and give you a framework for your next conversation with your advisor.

Published: October 7th, 2026

How Much Cash Should You Keep in Retirement?

Cash can help protect near-term spending and give you flexibility when markets are unsettled. But keeping too much in cash for too long can create its own tradeoffs. Here are the factors worth considering.

Published: September 22nd, 2026

Should You Pay Off Your Mortgage Before Retirement?

Being debt-free can provide peace of mind, but the numbers still matter. Rick Cabrera discusses mortgage rates, available cash, taxes, liquidity, and retirement income before deciding whether paying off a mortgage makes sense.

Published: September 16th, 2026

Social Security at Age 67 or 70: Is Waiting Worth It?

A $2,500 monthly benefit at full retirement age could grow to roughly $3,100 by age 70 in this example. But the larger check may come with an important tradeoff.

Published: September 9th, 2026

Labor Day Retirement Checkup

For when every day feels like a holiday.
You worked hard to build your retirement savings. Rick Cabrera discusses several areas to review as retirement gets closer and why those pieces should work together toward the retirement you want.

Published: September 2nd, 2026