On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host Bo Hanson described a couple, Robert and Carrie, who had done almost everything right. They saved diligently into pre-tax retirement accounts and built a healthy portfolio. Then their planner ran the numbers forward. Hanson’s diagnosis: ... We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement