Podcasts
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
Published: April 23, 2024, 10 a.m.Duration: 21 minutes 54 seconds
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Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
Published: April 16, 2024, 10 a.m.Duration: 17 minutes 43 seconds
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At What Age Should I Work with a Financial Advisor?
Published: April 9, 2024, 10 a.m.Duration: 24 minutes 2 seconds
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Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
Published: April 2, 2024, 10 a.m.Duration: 24 minutes 48 seconds
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Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
Published: March 26, 2024, 10 a.m.Duration: 34 minutes 55 seconds
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Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
Published: March 19, 2024, 10 a.m.Duration: 28 minutes 25 seconds
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Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
Published: March 12, 2024, 10 a.m.Duration: 35 minutes 14 seconds
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Should I Fund my Retirement Needs by Purchasing an Annuity?
Published: March 5, 2024, 11 a.m.Duration: 19 minutes 17 seconds
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How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
Published: Feb. 27, 2024, 11 a.m.Duration: 26 minutes 1 second
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At What Point Should I Take the Tax Hit on Unrealized Gains?
Published: Feb. 20, 2024, 11 a.m.Duration: 31 minutes 7 seconds
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Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?
Published: Feb. 13, 2024, 11 a.m.Duration: 32 minutes 8 seconds
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Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes
Published: Feb. 6, 2024, 11 a.m.Duration: 20 minutes
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Secrets to a Happy Retirement: What the Research Shows
Published: Jan. 30, 2024, 11 a.m.Duration: 31 minutes 21 seconds
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What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?
Published: Jan. 23, 2024, 11 a.m.Duration: 26 minutes 40 seconds
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How to Maximize Social Security Spousal Benefits
Published: Jan. 16, 2024, 11 a.m.Duration: 20 minutes 7 seconds
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Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
Published: Jan. 9, 2024, 11 a.m.Duration: 35 minutes 16 seconds
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3 Ways to Protect Against Sequence of Return Risk in Retirement
Published: Jan. 2, 2024, 11 a.m.Duration: 26 minutes 43 seconds
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Should We Sell Stocks to Make a Large Purchase?
Published: Dec. 26, 2023, 11 a.m.Duration: 21 minutes 46 seconds
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Am I Crazy For Paying My Financial Advisor $25k/year?
Published: Dec. 19, 2023, 11 a.m.Duration: 30 minutes 20 seconds
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When Should You Collect Social Security if Your Spouse is Much Older?
Published: Dec. 12, 2023, 11 a.m.Duration: 20 minutes 39 seconds
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Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
Published: Dec. 5, 2023, 11 a.m.Duration: 19 minutes 44 seconds
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Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
Published: Nov. 28, 2023, 11 a.m.Duration: 40 minutes 20 seconds
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Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
Published: Nov. 21, 2023, 11 a.m.Duration: 25 minutes 23 seconds
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How to Teach Your Adult Children to Plan for Retirement
Published: Nov. 14, 2023, 11 a.m.Duration: 26 minutes 58 seconds
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Is Your Portfolio Big Enough to Benefit From Roth Conversions?
Published: Nov. 7, 2023, 10 a.m.Duration: 21 minutes 31 seconds
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Does It Ever Make Sense to Purchase an Annuity?
Published: Oct. 31, 2023, 10 a.m.Duration: 26 minutes 6 seconds
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Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
Published: Oct. 24, 2023, 10 a.m.Duration: 22 minutes 8 seconds
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Here's How a Pension Should Change Your Investment Strategy
Published: Oct. 17, 2023, 10 a.m.Duration: 25 minutes 38 seconds
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Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
Published: Oct. 10, 2023, 10 a.m.Duration: 26 minutes 43 seconds
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How to Break Up with Your Financial Advisor
Published: Oct. 3, 2023, 10 a.m.Duration: 19 minutes 10 seconds
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Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
Published: Sept. 26, 2023, 10 a.m.Duration: 28 minutes 26 seconds
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Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
Published: Sept. 19, 2023, 10 a.m.Duration: 24 minutes 28 seconds
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The Tax-Smart Way to Consolidate Your Retirement Accounts
Published: Sept. 12, 2023, 10 a.m.Duration: 24 minutes 49 seconds
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The Retirement Portfolio Shift- How to Make the Transition Smoothly
Published: Sept. 5, 2023, 10 a.m.Duration: 20 minutes 15 seconds
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Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
Published: Aug. 29, 2023, 10 a.m.Duration: 22 minutes 23 seconds
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How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
Published: Aug. 22, 2023, 10 a.m.Duration: 26 minutes 4 seconds
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What's the Best Way to Fund a Remodel During Retirement?
Published: Aug. 15, 2023, 10 a.m.Duration: 32 minutes 1 second
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Here's the Right Way to Determine How Much Individual Stock to Hold
Published: Aug. 8, 2023, 10 a.m.Duration: 28 minutes 6 seconds
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Ask Yourself This Question to Transform Your Retirement
Published: Aug. 1, 2023, 10 a.m.Duration: 16 minutes 19 seconds
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What Age Should I Collect Social Security If I Dont Need It?
Published: July 25, 2023, 10 a.m.Duration: 26 minutes 37 seconds
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Is It Possible to Have Too Much in Roth IRAs?
Published: July 18, 2023, 10 a.m.Duration: 22 minutes 30 seconds
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Do We Have Enough for Retirement? [Plus Bonus Worksheet]
Published: July 11, 2023, 10 a.m.Duration: 24 minutes 53 seconds
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Here's When It Makes Sense to Rent In Retirement
Published: July 4, 2023, 10 a.m.Duration: 25 minutes 14 seconds
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Everything You Need to Know About RMDs (Required Minimum Distributions)
Published: June 27, 2023, 10 a.m.Duration: 33 minutes 18 seconds
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[Case Study] How to Prepare for Early Retirement
Published: June 20, 2023, 10 a.m.Duration: 28 minutes 49 seconds
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Heres How You Can Tell If a Roth Conversion Is Right For You
Published: June 13, 2023, 10 a.m.Duration: 21 minutes 34 seconds
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How to Manage Cash Reserves in Retirement
Published: June 6, 2023, 10 a.m.Duration: 19 minutes 14 seconds
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What's the Best Way to Sell Out of a Concentrated Stock Position?
Published: May 23, 2023, 10 a.m.Duration: 27 minutes 31 seconds
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6 Financial Rules of Thumb to Avoid
Published: May 16, 2023, 10 a.m.Duration: 23 minutes 9 seconds
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How Should I Invest Proceeds from Selling My Home?
Published: May 9, 2023, 10 a.m.Duration: 33 minutes 32 seconds
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Plan Better: Financial Strategies vs Tactics
Published: May 2, 2023, 10 a.m.Duration: 12 minutes 42 seconds
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Avoid This Major Pitfall of Standard Withdrawal Strategies
Published: April 25, 2023, 10 a.m.Duration: 23 minutes 24 seconds
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4 Reasons You SHOULDN'T do a Roth Conversion
Published: April 18, 2023, 10 a.m.Duration: 19 minutes 48 seconds
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5 Reasons You Should Retire Now
Published: April 11, 2023, 10 a.m.Duration: 17 minutes 35 seconds
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How to Protect Your Most Important Financial Asset
Published: April 4, 2023, 10 a.m.Duration: 20 minutes 28 seconds
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How Much Umbrella Insurance Coverage Do You Need?
Published: March 28, 2023, 10 a.m.Duration: 20 minutes 37 seconds
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How to Supercharge Your Retirement with Deferred Comp Plans
Published: March 21, 2023, 10 a.m.Duration: 30 minutes 29 seconds
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Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
Published: March 14, 2023, 10 a.m.Duration: 31 minutes 7 seconds
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3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
Published: March 7, 2023, 11 a.m.Duration: 26 minutes 43 seconds
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5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
Published: Feb. 28, 2023, 11 a.m.Duration: 24 minutes 59 seconds
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How Much Do You Need to Retire?
Published: Feb. 21, 2023, 11 a.m.Duration: 24 minutes 52 seconds
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Where Should I Invest Extra Income After Maxing My 401k?
Published: Feb. 14, 2023, 11 a.m.Duration: 25 minutes 8 seconds
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What Should You Do With Your 401k When You Retire?
Published: Feb. 7, 2023, 1 p.m.Duration: 28 minutes
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5 Steps To Create A Meaningful Retirement with Cyn Meyer
Published: Jan. 31, 2023, 11 a.m.Duration: 28 minutes 20 seconds
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How to Use Roth Conversions to Protect Your Spouse's Future
Published: Jan. 24, 2023, 11 a.m.Duration: 22 minutes 18 seconds
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When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
Published: Jan. 17, 2023, 11 a.m.Duration: 21 minutes 55 seconds
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8 Important Planning Opportunities From the SECURE Act 2.0
Published: Jan. 10, 2023, 11 a.m.Duration: 34 minutes 9 seconds
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3 Steps to Make 2023 Your Best Year Yet
Published: Jan. 3, 2023, 11 a.m.Duration: 24 minutes 7 seconds
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5 Wrong Assumptions People Make About Retirement
Published: Dec. 27, 2022, 11 a.m.Duration: 22 minutes 3 seconds
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Is a Reverse Mortgage a Good "Plan B"?
Published: Dec. 20, 2022, 11 a.m.Duration: 16 minutes 31 seconds
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When Does it Make Sense to Work with a Financial Advisor?
Published: Dec. 13, 2022, 11 a.m.Duration: 29 minutes 25 seconds
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What Investments Should I Own in My Retirement Portfolio?
Published: Dec. 6, 2022, 11 a.m.Duration: 31 minutes
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Are Withdrawal Rate Rules Still Applicable in Today's Markets?
Published: Nov. 29, 2022, 11 a.m.Duration: 20 minutes 31 seconds
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What Are the Pros and Cons of Mega Backdoor Roth Conversions?
Published: Nov. 22, 2022, 11 a.m.Duration: 15 minutes 51 seconds
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Should You Get a 15 or 30 Year Mortgage?
Published: Nov. 15, 2022, 11 a.m.Duration: 15 minutes 19 seconds
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How Should You Invest Your Bridge Account?
Published: Nov. 8, 2022, 11 a.m.Duration: 15 minutes 19 seconds
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How to Plan Differently When Spouses Retire at Different Times
Published: Nov. 1, 2022, 10 a.m.Duration: 18 minutes 21 seconds
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Why Are Bond Prices Falling & What to Do About It
Published: Oct. 25, 2022, 10 a.m.Duration: 23 minutes 30 seconds
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5 Steps To Prepare For Retirement Today with Ari Taublieb
Published: Oct. 18, 2022, 10 a.m.Duration: 29 minutes 12 seconds
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How Do You Know if You Have Enough to Retire?
Published: Oct. 11, 2022, 10 a.m.Duration: 24 minutes 52 seconds
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Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
Published: Oct. 4, 2022, 10 a.m.Duration: 22 minutes 5 seconds
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A Story of What You Are Actually Investing In
Published: Sept. 27, 2022, 10 a.m.Duration: 19 minutes 40 seconds
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What's the Best Way to Help My Kid Buy a Home?
Published: Sept. 20, 2022, 10 a.m.Duration: 17 minutes 58 seconds
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How to Best Align Your Portfolio with Other Income Sources
Published: Sept. 13, 2022, 10 a.m.Duration: 17 minutes 9 seconds
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Should Gold Be Part of Your Investment Portfolio?
Published: Sept. 6, 2022, 10 a.m.Duration: 24 minutes 1 second
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What Are the Best Strategies for Reducing Required Minimum Distributions?
Published: Aug. 30, 2022, 10 a.m.Duration: 26 minutes 17 seconds
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Avoid These Pitfalls of Asset Location
Published: Aug. 23, 2022, 10 a.m.Duration: 22 minutes 16 seconds
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What's the Best Way to Teach Kids About Money and Investing?
Published: Aug. 16, 2022, 10 a.m.Duration: 25 minutes 16 seconds
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What Return Should You Expect for a 60/40 Portfolio Going Forward?
Published: Aug. 9, 2022, 10 a.m.Duration: 18 minutes 29 seconds
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How do State Taxes Impact Roth v. Traditional Considerations?
Published: Aug. 2, 2022, 10 a.m.Duration: 14 minutes 55 seconds
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How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
Published: July 26, 2022, 10 a.m.Duration: 23 minutes 50 seconds
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How to Use Individual Stocks for Better Tax-Planning
Published: July 19, 2022, 10 a.m.Duration: 24 minutes 6 seconds
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How to Most Effectively Pull Funds Out of Your College Savings Account
Published: July 12, 2022, 10 a.m.Duration: 23 minutes 21 seconds
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How to Turn Real Estate Equity Into Income in Retirement?
Published: July 5, 2022, 10 a.m.Duration: 22 minutes 8 seconds
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Is Rental Real Estate a Good Idea in Retirement?
Published: June 28, 2022, 10 a.m.Duration: 26 minutes 20 seconds
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4 Steps to an Early Retirement with Ari Taublieb
Published: June 21, 2022, 10 a.m.Duration: 28 minutes 45 seconds
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How to Implement (And Do Better Than) the 4% Rule
Published: June 14, 2022, 10 a.m.Duration: 20 minutes 18 seconds
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How to Invest Different Portfolio "Buckets"
Published: June 7, 2022, 10 a.m.Duration: 22 minutes 7 seconds
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How to Become a Better Investor with Chad Hufford
Published: May 31, 2022, 10 a.m.Duration: 44 minutes 40 seconds
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How Should Withdrawal Rates Change if You Don't Have Any Legacy Goals?
Published: May 24, 2022, 10 a.m.Duration: 22 minutes 12 seconds
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How to Get Financially Organized
Published: May 17, 2022, 10 a.m.Duration: 26 minutes 29 seconds
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How to Enjoy Life Today While Also Preparing for the Future
Published: May 10, 2022, 10 a.m.Duration: 21 minutes 48 seconds
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The Complete Guide to Health Savings Accounts (HSA)
Published: May 3, 2022, 10 a.m.Duration: 27 minutes 32 seconds
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The 3 Most Important Mindset Shifts to Make Going Into Retirement
Published: April 26, 2022, 10 a.m.Duration: 23 minutes 17 seconds
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How Likely is it That You'll Run Out of Money in Retirement?
Published: April 19, 2022, 10 a.m.Duration: 24 minutes 54 seconds
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Investing for Longevity When There's a Spousal Age Gap
Published: April 12, 2022, noonDuration: 26 minutes 32 seconds
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How Do Roth Conversions Impact Inheritance/Legacy?
Published: April 5, 2022, 10 a.m.Duration: 29 minutes 21 seconds
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Where Should You Pull Income in the First Year of Retirement?
Published: March 29, 2022, 10 a.m.Duration: 29 minutes 37 seconds
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4 Steps to Navigating Down Markets
Published: March 22, 2022, 10 a.m.Duration: 32 minutes 36 seconds
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What's the Best Way to Rebalance Your Portfolio?
Published: March 15, 2022, 10 a.m.Duration: 27 minutes 12 seconds
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How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
Published: March 8, 2022, 11 a.m.Duration: 28 minutes 33 seconds
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The 5 Most Important Parts of a Successful Financial Strategy
Published: March 1, 2022, 11 a.m.Duration: 28 minutes 21 seconds
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Should I Take My Pension as an Annuity or Lump Sum Rollover?
Published: Feb. 22, 2022, 11 a.m.Duration: 24 minutes 16 seconds
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Should I Prioritize Health Insurance Subsidies or Roth Conversions?
Published: Feb. 15, 2022, 11 a.m.Duration: 30 minutes 5 seconds
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How to Manage Roth Conversions Before Taxes Increase
Published: Feb. 8, 2022, 11 a.m.Duration: 29 minutes 14 seconds
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How Do I Know if I Should Purchase Long-Term Care Insurance?
Published: Feb. 1, 2022, 11 a.m.Duration: 33 minutes 46 seconds
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Why a Monte Carlo Analysis Is Not a Financial Plan
Published: Jan. 25, 2022, 11 a.m.Duration: 25 minutes 21 seconds
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Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Published: Jan. 18, 2022, 11 a.m.Duration: 25 minutes 23 seconds
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Should I Invest in iBonds Paying 7.12%?
Published: Jan. 11, 2022, 11 a.m.Duration: 22 minutes 50 seconds
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Key Planning Points to Consider When Retiring Before 65
Published: Jan. 4, 2022, 11 a.m.Duration: 31 minutes 14 seconds
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How to Plan For Varying Withdrawal Needs In Retirement
Published: Dec. 28, 2021, 11 a.m.Duration: 23 minutes 44 seconds
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How to Avoid the Risk of Working Too Long
Published: Dec. 21, 2021, 11 a.m.Duration: 31 minutes 6 seconds
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Everything You Need to Know About The Roth IRA 5-Year Rule
Published: Dec. 14, 2021, 11 a.m.Duration: 21 minutes 3 seconds
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How To Best Plan for Retirement Income Gap Years
Published: Dec. 7, 2021, 11 a.m.Duration: 30 minutes 13 seconds
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How to Prioritize "Competing" Retirement Strategies
Published: Nov. 30, 2021, 11 a.m.Duration: 29 minutes 26 seconds
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How Do I Invest My Own Personal Money?
Published: Nov. 23, 2021, 11 a.m.Duration: 28 minutes 44 seconds
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Top 5 Avoidable Retirement Mistakes
Published: Nov. 16, 2021, 11 a.m.Duration: 23 minutes 4 seconds
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Should I Collect Social Security Early and Invest It?
Published: Nov. 9, 2021, 11 a.m.Duration: 23 minutes 20 seconds
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How to Choose Between Multiple Pension and Annuity Options
Published: Nov. 2, 2021, 10 a.m.Duration: 25 minutes 53 seconds
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How Should You Invest to Take Advantage of The 4% Rule?
Published: Oct. 26, 2021, 10 a.m.Duration: 20 minutes 34 seconds
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How to Prepare for a Career Change Before Retirement
Published: Oct. 19, 2021, 10 a.m.Duration: 19 minutes 19 seconds
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Is it Time to Give Up on International Investments?
Published: Oct. 12, 2021, 10 a.m.Duration: 22 minutes 15 seconds
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Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds
Published: Oct. 5, 2021, 10 a.m.Duration: 26 minutes 23 seconds
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When Should I Stop Saving For Retirement?
Published: Sept. 28, 2021, 10 a.m.Duration: 21 minutes 29 seconds
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How to Combine Retirement Planning with Legacy Planning
Published: Sept. 21, 2021, 10 a.m.Duration: 23 minutes 37 seconds
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How to Manage Asset Allocation and Asset Location Leading Up to Retirement
Published: Sept. 14, 2021, 10 a.m.Duration: 23 minutes 16 seconds
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Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment
Published: Sept. 7, 2021, 10 a.m.Duration: 25 minutes 50 seconds
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Inflation Concerns: How Do We Protect Against Looming Inflation?
Published: Aug. 31, 2021, 10 a.m.Duration: 27 minutes 41 seconds
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What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?
Published: Aug. 24, 2021, 10 a.m.Duration: 24 minutes 12 seconds
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How Do I Plan for Longevity Without Sacrificing the "Good Years"?
Published: Aug. 17, 2021, 10 a.m.Duration: 25 minutes 34 seconds
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When Does it Make Sense to Work with a Financial Planner?
Published: Aug. 10, 2021, 10 a.m.Duration: 24 minutes 23 seconds
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How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
Published: Aug. 3, 2021, 10 a.m.Duration: 18 minutes 51 seconds
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Should I Switch From Pre-tax to Roth 401(k)?
Published: July 27, 2021, 10 a.m.Duration: 18 minutes 50 seconds
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How Much Do People Actually Spend in Retirement?
Published: July 20, 2021, 10 a.m.Duration: 20 minutes 16 seconds
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Lessons Learned From History's Greatest Investors
Published: July 13, 2021, 10 a.m.Duration: 23 minutes 16 seconds
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5 Things You'll Wish You Knew Before You Retired
Published: July 6, 2021, 10 a.m.Duration: 15 minutes 14 seconds
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Pros and Cons of Dividend Investing
Published: June 29, 2021, 10 a.m.Duration: 22 minutes 31 seconds
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Here's the Mindset Shift People Struggle to Make in Retirement
Published: June 22, 2021, 10 a.m.Duration: 17 minutes 42 seconds
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Should I Purchase an Annuity With Part of My Portfolio?
Published: June 15, 2021, 10 a.m.Duration: 29 minutes 35 seconds
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[Case Study] How to Make the Right Decision With All of My Retirement Options?
Published: June 8, 2021, 10 a.m.Duration: 35 minutes 33 seconds
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How Should You Invest Once You Have More Than "Enough" to Retire?
Published: June 1, 2021, 10 a.m.Duration: 27 minutes 34 seconds
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Here's How I Do My Budget And Why Most Budgeting Doesn't Work
Published: May 25, 2021, 10 a.m.Duration: 31 minutes 58 seconds
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Financial Tune Up - What to Look For When Reviewing Your Investments
Published: May 4, 2021, 10 a.m.Duration: 24 minutes 5 seconds
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Financial Tune Up - How to Review Your 2020 Tax Return
Published: April 27, 2021, 10 a.m.Duration: 23 minutes 23 seconds
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How to Navigate Required Minimum Distributions (RMDs)
Published: April 20, 2021, 10 a.m.Duration: 20 minutes 4 seconds
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At What Point Should I Consider Making Roth Conversions?
Published: April 13, 2021, 10 a.m.Duration: 20 minutes 25 seconds
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Should I Pay Off My Mortgage or Invest?
Published: April 6, 2021, 10 a.m.Duration: 21 minutes 40 seconds
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How to Create Purpose and Meaning in Retirement
Published: March 30, 2021, 10 a.m.Duration: 31 minutes 47 seconds
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The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
Published: March 23, 2021, 10 a.m.Duration: 21 minutes 7 seconds
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How to Use Roth Conversions to Save Huge Amounts in Taxes
Published: March 16, 2021, 10 a.m.Duration: 22 minutes 54 seconds
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Can Capital Gains Push Me Into a Higher Tax Bracket?
Published: March 9, 2021, 11 a.m.Duration: 21 minutes 51 seconds
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Should I Invest a Lump Sum All at Once or Over Time?
Published: March 2, 2021, 11 a.m.Duration: 16 minutes 3 seconds
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What You Need to Know Before Coming Into a Large Sum of Money
Published: Feb. 23, 2021, 11 a.m.Duration: 15 minutes 39 seconds
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How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
Published: Feb. 16, 2021, 11 a.m.Duration: 19 minutes 3 seconds
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4 Common Investment Mistakes to Avoid
Published: Feb. 9, 2021, 11 a.m.Duration: 17 minutes 32 seconds
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What's the Best Way to Save for a Short-Term Goal?
Published: Feb. 2, 2021, 11 a.m.Duration: 12 minutes 3 seconds
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Understanding Social Security and How You Can Maximize Your Benefit
Published: Jan. 26, 2021, 11 a.m.Duration: 16 minutes 51 seconds
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5 Steps to Design the Optimal Portfolio
Published: Jan. 19, 2021, 11 a.m.Duration: 18 minutes 54 seconds
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Should I Just Own the S&P 500 Index?
Published: Jan. 12, 2021, 11 a.m.Duration: 12 minutes 40 seconds
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4 Steps to an Early Retirement
Published: Jan. 5, 2021, 11 a.m.Duration: 25 minutes 20 seconds
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Where Should I Pull Funds From First in Retirement?
Published: Dec. 29, 2020, 11 a.m.Duration: 19 minutes 8 seconds
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How Should I Determine When to Collect Social Security If I'm Single?
Published: Dec. 22, 2020, 11 a.m.Duration: 18 minutes
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What Would Biden's New Tax Plan Mean for You?
Published: Dec. 15, 2020, 11 a.m.Duration: 25 minutes 42 seconds
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How to Invest at Stock Market All-Time Highs
Published: Dec. 8, 2020, 11 a.m.Duration: 20 minutes 56 seconds
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6 "Hidden" Tax Savings Opportunities Before Year End
Published: Dec. 1, 2020, 11 a.m.Duration: 20 minutes 25 seconds
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Don't Focus on These 5 Wrong Things
Published: Nov. 24, 2020, 11 a.m.Duration: 20 minutes 34 seconds
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Should You Have a 100% Stock Portfolio in Retirement?
Published: Nov. 17, 2020, 11 a.m.Duration: 27 minutes 33 seconds
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Where Should I Keep My Emergency Fund with Interest Rates so Low?
Published: Nov. 10, 2020, 11 a.m.Duration: 13 minutes 18 seconds
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What's Better - Roth or Traditional 401k (or IRA)?
Published: Nov. 3, 2020, 11 a.m.Duration: 17 minutes 12 seconds
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What Goals Should You Invest For?
Published: Oct. 27, 2020, 10 a.m.Duration: 23 minutes 29 seconds
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Should You Use a Target Date Fund in Your 401k Plan?
Published: Oct. 20, 2020, 10 a.m.Duration: 16 minutes 8 seconds
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How Soon Before Retirement Should I Begin Adjusting My Portfolio?
Published: Oct. 13, 2020, 10 a.m.Duration: 17 minutes 16 seconds
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How Much Can I Safely Spend in Retirement?
Published: Oct. 6, 2020, 10 a.m.Duration: 24 minutes 13 seconds
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Open Enrollment: How to Navigate Medicare Options?
Published: Sept. 29, 2020, 10 a.m.Duration: 27 minutes 53 seconds
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5 Retirement Mistakes to Avoid Amidst Coronavirus
Published: Sept. 22, 2020, 10 a.m.Duration: 21 minutes 36 seconds
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Retirement Uses for your Health Savings Account (HSA)
Published: Sept. 15, 2020, 10 a.m.Duration: 14 minutes 47 seconds
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7 Ways to Plan Better with Roth IRAs
Published: Sept. 8, 2020, 10 a.m.Duration: 24 minutes 12 seconds
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Should I Invest In Gold?
Published: Sept. 1, 2020, 10 a.m.Duration: 21 minutes 38 seconds
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What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
Published: Aug. 25, 2020, 9 a.m.Duration: 24 minutes
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How Will the Presidential Election Impact the Stock Market?
Published: Aug. 18, 2020, 9 a.m.Duration: 16 minutes 52 seconds
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What are the Best Retirement Plan Options for the Self-Employed?
Published: Aug. 11, 2020, 9 a.m.Duration: 19 minutes 2 seconds
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What Issues Do You Need to Consider For Aging Parents?
Published: Aug. 4, 2020, 9 a.m.Duration: 20 minutes 59 seconds
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[Case Study] How to Turn Charitable Giving Into $100k+ Tax Deductions
Published: July 28, 2020, 9 a.m.Duration: 21 minutes 52 seconds
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What Issues Should You Consider Before Retiring?
Published: July 21, 2020, 9 a.m.Duration: 18 minutes 29 seconds
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Countdown to Retirement: Is Your Spouse Ready For You to Retire?
Published: July 14, 2020, 9 a.m.Duration: 18 minutes 33 seconds
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Countdown to Retirement: Do You Know What You'll Do When You Retire?
Published: July 7, 2020, 9 a.m.Duration: 18 minutes 26 seconds
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Countdown to Retirement: Have You Had Enough Work?
Published: June 30, 2020, 9 a.m.Duration: 12 minutes 46 seconds
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Countdown to Retirement: Do You Have Enough Money?
Published: June 23, 2020, 9 a.m.Duration: 17 minutes 18 seconds
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Is It Better to Pay Off Debt or Invest Going Into Retirement?
Published: June 16, 2020, 9 a.m.Duration: 23 minutes 17 seconds
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Will COVID-19 Cause Social Security to Run Out of Money?
Published: June 9, 2020, 9 a.m.Duration: 18 minutes 31 seconds
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How "Safe" is Too Safe For Your Retirement Portfolio?
Published: June 2, 2020, 9 a.m.Duration: 20 minutes 21 seconds
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Should I Take a Small Mortgage Into Retirement?
Published: May 26, 2020, 3 p.m.Duration: 16 minutes 33 seconds
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How Much Will It Cost For Me To Retire?
Published: May 19, 2020, 9 a.m.Duration: 18 minutes 20 seconds
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Should You Collect Social Security As Soon As You Retire?
Published: May 12, 2020, 9 a.m.Duration: 18 minutes 54 seconds
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What Should You Expect Taxes to Be in Retirement?
Published: May 5, 2020, 9 a.m.Duration: 19 minutes 41 seconds
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Lump Sum vs Annuity - Which Pension Option Should You Choose?
Published: April 28, 2020, 9 a.m.Duration: 27 minutes 21 seconds
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How Will This Bear Market Impact Your Retirement?
Published: April 15, 2020, 6 p.m.Duration: 20 minutes 3 seconds
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4 Easy Ways to Reduce Taxes In Retirement
Published: April 14, 2020, 7 p.m.Duration: 23 minutes 32 seconds
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Ready For Retirement Intro Episode
Published: March 27, 2020, 6 p.m.Duration: 6 minutes 9 seconds
Listed in: Business