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RR
May 10, 2024
Generally good info, but the interstitial voiceovers are insufferably cringe.
| Episode | Date |
|---|---|
|
How Super-Savers Spend Their Acorns in Retirement, with Dana Anspach
|
May 25, 2026 |
|
How 2 Couples Cut Housing Costs To Speed Up Their Path To Early Retirement
|
May 18, 2026 |
|
The "24-Hour Rule" That Keeps Retirees From Blowing Their Savings
|
May 11, 2026 |
|
Sorry, Your Kids Don't Want Your Stuff
|
May 04, 2026 |
|
The Retirement Risk Zone
|
Apr 27, 2026 |
|
Stop Sweating the Small Stuff When You Spend Your Retirement Money
|
Apr 20, 2026 |
|
Five Beneficiary Designations for Clients to Review Now
|
Apr 13, 2026 |
|
Will Surging Oil Prices Crash the Market?
|
Apr 06, 2026 |
|
Estimated Taxes Are a Pain. Let's make it Easier
|
Mar 30, 2026 |
|
The Hidden Cost Of Investment Income
|
Mar 23, 2026 |
|
The Medicare Charge That's Taking a Bigger Bite Out of Social Security Checks
|
Mar 16, 2026 |
|
Tax Return Red Flags
|
Mar 09, 2026 |
|
Stop Chickening Out
|
Mar 02, 2026 |
|
8 Tips to Stop Worrying About Running Out of Money in Retirement
|
Feb 23, 2026 |
|
The Best Way to Leave Money Behind
|
Feb 16, 2026 |
|
The Ideal Level of Wealth
|
Feb 09, 2026 |
|
Why are You Still Working?
|
Feb 02, 2026 |
|
Helping Underspenders And "Savers" Understand They CAN Spend More
|
Jan 26, 2026 |
|
Americans May Be Claiming Social Security Too Early
|
Jan 19, 2026 |
|
In the IRMAA Trenches with IRMAA Certified Planner, Paul Morrison
|
Jan 12, 2026 |
|
Are Super Savers Failing in Retirement? A conversation with Andy Panko
|
Jan 05, 2026 |
|
Why Financial Independence is Overrated [Rebroadcast]
|
Dec 29, 2025 |
|
Spending Drops in Retirement, but Satisfaction Doesn't [Rebroadcast]
|
Dec 22, 2025 |
|
Who Has Actually Saved $1 Million for Retirement? [Rebroadcast]
|
Dec 15, 2025 |
|
Five Key Retirement Challenges (and Solutions) [Rebroadcast]
|
Dec 08, 2025 |
|
Retirees Only Spend 2.1% Per Year [Rebroadcast]
|
Dec 01, 2025 |
|
How to Spend More (or Less) in Retirement [Rebroadcast]
|
Nov 24, 2025 |
|
2025: The Year of Donor Advised Funds?
|
Nov 17, 2025 |
|
This Social Security Strategy Gives Retirees More to Spend
|
Nov 10, 2025 |
|
"One free lunch, please." Why Buffered ETFs might not fit the bill.
|
Nov 03, 2025 |
|
Why Advisors Should Never Recommend Social Security Claiming at 62
|
Oct 27, 2025 |
|
It's so Simple…
|
Oct 20, 2025 |
|
Cut Your Retirement Stress in Half (New Vanguard Study)
|
Oct 13, 2025 |
|
Delay to 70? Not So Fast - The New Case for Claiming Early
|
Oct 06, 2025 |
|
Roth Conversions after One Big Beautiful Bill
|
Sep 29, 2025 |
|
Collect Social Security Early & Invest in the Market?
|
Sep 22, 2025 |
|
Insert Clickbait Title [Here]
|
Sep 15, 2025 |
|
Retirement Dreams or Retirement Nightmares? Lessons from Today's Retirees
|
Sep 08, 2025 |
|
Why Your Old Spending Habits Won't Work in Retirement
|
Sep 01, 2025 |
|
Don't Let Your Brain Shrink Your Retirement Benefits
|
Aug 25, 2025 |
|
Inside the new Tax Rules for Retirees
|
Aug 18, 2025 |
|
Why Financial Independence is Overrated
|
Aug 11, 2025 |
|
The (F)Law of Averages
|
Aug 04, 2025 |
|
Live on $2,972 monthly in an RV
|
Jul 28, 2025 |
|
Spending Drops in Retirement, but Satisfaction Doesn't
|
Jul 21, 2025 |
|
One Big Beautiful Podcast Episode
|
Jul 14, 2025 |
|
Mailed, Stolen and Cashed: a $114,000 Retirement Check
|
Jul 07, 2025 |
|
Monetizing a Hobby in Retirement
|
Jun 30, 2025 |
|
Why Are So Many Retirees Filing for Social Security Early?
|
Jun 23, 2025 |
|
The Father of the 4% Rule - an Interview with Bill Bengen
|
Jun 16, 2025 |
|
Who Has Actually Saved $1 Million for Retirement?
|
Jun 09, 2025 |
|
What to do with RMDs you don't need
|
Jun 02, 2025 |
|
10 Sources of Emergency Cash, Ranked From Best to Worst
|
May 26, 2025 |
|
Maximizing Memories With Money
|
May 19, 2025 |
|
How Often Should I Rebalance in Retirement?
|
May 12, 2025 |
|
Should We Move to Save $$$ on Taxes?
|
May 05, 2025 |
|
9 Smart Moves to Make During Market Volatility
|
Apr 28, 2025 |
|
When Does Sequence of Return Risk Go Away?
|
Apr 21, 2025 |
|
What We've Learned From 150 Years of Stock Market Crashes
|
Apr 14, 2025 |
|
How To Protect Your 401(k) from a Stock Market Crash
|
Apr 07, 2025 |
|
Sneaky Retirement Taxes (The Tax Traps You Never Saw Coming), Ep #394
|
Mar 31, 2025 |
|
Five Key Retirement Challenges (and Solutions), Ep #393
|
Mar 24, 2025 |
|
Top 3 Retirement Mistakes - An Interview with Mr Retirement, Ep #392
|
Mar 17, 2025 |
|
The 2% Trap: Why Retirees Spend Far Less Than They Could, Ep #391
|
Mar 10, 2025 |
|
From Saver to Spender: How to Confidently Use Your Nest Egg, Ep 390
|
Mar 03, 2025 |
|
7 Inefficiencies on Rich Retirees' Tax Returns, Ep #389
|
Feb 24, 2025 |
|
The 5 Pillars of a Fulfilling Retirement (That Nobody Talks About) with Dr. Daniel Crosby, Ep #388
|
Feb 17, 2025 |
|
Are Retirement Income Worries Overblown? Ep 387
|
Feb 10, 2025 |
|
For Canadian Eyes Only (bonus episode!)
|
Feb 06, 2025 |
|
Joe Saul-Sehy Shares How to Get the Most from Your Employee Benefits, Ep 386
|
Feb 03, 2025 |
|
Peter Lazaroff's Options for Reducing Taxes on Deferred Gains Pre-Retirement, Ep #385
|
Jan 27, 2025 |
|
Fired After Announcing Retirement? Ep # 384
|
Jan 20, 2025 |
|
How to Spend More (or Less) in Retirement
|
Jan 13, 2025 |
|
Purpose vs purpose: An interview with Doc G, Ep #382
|
Jan 06, 2025 |
|
5 Expenses Retirees Wish They Spent More Money On (Rebroadcast)
|
Dec 30, 2024 |
|
8 Ways to Become Poor in Retirement (Rebroadcast)
|
Dec 23, 2024 |
|
The 4 Phases of Retirement (Rebroadcast)
|
Dec 16, 2024 |
|
Using Guardrails For The 4% Rule [Rebroadcast]
|
Dec 09, 2024 |
|
Is the 4% Rule Too Safe? [Rebroadcast]
|
Dec 02, 2024 |
|
The Four Unique Risks in Decumulation [Rebroadcast]
|
Nov 25, 2024 |
|
Navigating the Complex World of Inherited Wealth with Myra Salzer, Ep #375
|
Nov 18, 2024 |
|
Veterans Day Special: Reflecting on Service and Lessons Learned, Ep # 374
|
Nov 11, 2024 |
|
Investing in Health: The Steps to a Longer, Better Retirement, Ep #373
|
Nov 04, 2024 |
|
Don't be Rattled by RMDs, Ep #372
|
Oct 28, 2024 |
|
Take Advantage of Your Peak Deduction Years, Ep #371
|
Oct 21, 2024 |
|
Who Pays More when the Tax Cuts Expire? Ep 370
|
Oct 14, 2024 |
|
Retirement Income Worries Often Overblown, Ep 369
|
Oct 07, 2024 |
|
The Closest Thing to a Sure Thing, Ep 368
|
Sep 30, 2024 |
|
Lessons From Another 'Faux-tirement', Ep #367
|
Sep 23, 2024 |
|
Six Lessons From Six Years of Retirement (from Fritz Gilbert's Retirement Manifesto), Ep # 366
|
Sep 16, 2024 |
|
Freedom or Free-fall (Tom's Story), Ep 365
|
Sep 09, 2024 |
|
How Does Inflation Impact Retirement? Ep #364
|
Sep 02, 2024 |
|
Permission to Spend in Retirement, Ep #363
|
Aug 26, 2024 |
|
How Do You Know It's Time to Retire? Ep #362
|
Aug 21, 2024 |
|
Tightwads vs Spendthrifts, Ep #361
|
Aug 12, 2024 |
|
5 Common Portfolio Mistakes, Ep #360
|
Aug 05, 2024 |
|
Super-Savers Confidence Score, Ep #349
|
Jul 29, 2024 |
|
How to Avoid This IRS Penalty, Ep # 358
|
Jul 22, 2024 |
|
My Ex Has Your Inheritance… Ep # 357
|
Jul 15, 2024 |
|
I Just Retired. Why Am I Unhappy? Ep #356
|
Jul 08, 2024 |
|
Semi-Retire to Spend More $$$?! Ep #355
|
Jul 01, 2024 |
|
How To Spend Your Money To Maximize Happiness, Ep # 354
|
Jun 24, 2024 |
|
Your AI Retirement, Ep #353
|
Jun 17, 2024 |
|
Social Security's 'Biggest Myth' & Jury Duty Scams, Ep # 352
|
Jun 10, 2024 |
|
Is the 4% Rule Too Safe? Ep #351
|
Jun 03, 2024 |
|
Gold and Groceries, Ep #350
|
May 27, 2024 |
|
Risk Management: Spring Client Meetings, Ep #349
|
May 20, 2024 |
|
Spend More Money! Ep #348
|
May 13, 2024 |
|
Medicare Mistakes, Ep #347
|
May 06, 2024 |
|
The Four Unique Risks in Decumulation, Ep #346
|
Apr 29, 2024 |
|
More Muscles = Better Retirement, Ep #345
|
Apr 22, 2024 |
|
Index Funds Have Officially Won, Ep #344
|
Apr 15, 2024 |
|
The 529 to Roth IRA Rollover, Ep # 343
|
Apr 08, 2024 |
|
The 4 Phases of Retirement, Ep #342
|
Apr 01, 2024 |
|
A Short History of the 60/40 Portfolio, Ep #341
|
Mar 25, 2024 |
|
8 Ways to Become Poor in Retirement, Ep #340
|
Mar 18, 2024 |
|
More Than Half of Americans Want to Retire Gradually, Ep #339
|
Mar 11, 2024 |
|
The Retirement Crisis That Wasn't, Ep #338
|
Mar 04, 2024 |
|
Using Guardrails For The 4% Rule, Ep #337
|
Feb 26, 2024 |
|
The Challenges of Retiring from a High-Powered Job, Ep #336
|
Feb 19, 2024 |
|
5 Expenses Retirees Wish They Spent More Money On, Ep # 335
|
Feb 12, 2024 |
|
2 Social Security Mulligans, Ep # 334
|
Feb 05, 2024 |
|
Save Money with These Tax Tips, Ep #333
|
Jan 29, 2024 |
|
A Tax Break Worth the Hassle, Ep # 332
|
Jan 22, 2024 |
|
We Need to Talk About Your Retirement Spending, Ep #331
|
Jan 15, 2024 |
|
I Don't Want To Be Old When I Am Old, Ep # 330
|
Jan 08, 2024 |
|
Lessons Learned from Fall Tax Meetings, Ep #329
|
Jan 01, 2024 |
|
How to Pay 0% on Capital Gains [Rebroadcast]
|
Dec 25, 2023 |
|
3 Tricks to Help Retirees Spend More [Rebroadcast]
|
Dec 18, 2023 |
|
12 Reasons to Rent in Retirement [Rebroadcast]
|
Dec 11, 2023 |
|
A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast]
|
Dec 04, 2023 |
|
The Puzzling Gap Between How Old You Are and How Old You Think You Are [Rebroadcast]
|
Nov 27, 2023 |
|
Spend Your Principal! Ep #323
|
Nov 20, 2023 |
|
Boost Your Retirement Confidence by 17% with One Simple Trick, Ep #322
|
Nov 13, 2023 |
|
5 Alternatives To The 4% Retirement Withdrawal Rule, Ep #321
|
Nov 06, 2023 |
|
I Saved Too Much for Retirement, Ep # 320
|
Oct 30, 2023 |
|
Bad Timing Cost Fund Investors 17% Ep #319
|
Oct 23, 2023 |
|
Ways to Use Home Equity in Retirement, Ep #318
|
Oct 16, 2023 |
|
Plan on Living to 100, Ep # 317
|
Oct 09, 2023 |
|
Traveling After 65 with Danielle Roberts from Boomer Benefits, Ep #316
|
Oct 02, 2023 |
|
401K Millionaires are Back! Ep # 315
|
Sep 25, 2023 |
|
The Problems with Monte Carlo Are in Your Mind, Ep #314
|
Sep 18, 2023 |
|
Why Are the Notes Found in Aretha Franklin's Couch a Valid Will? Ep #313
|
Sep 11, 2023 |
|
Overdoing Delayed Gratification, Ep #312
|
Sep 04, 2023 |
|
7 Tips to Maintain a Sense of Purpose in Retirement, Ep #311
|
Aug 28, 2023 |
|
How to Pay 0% on Capital Gains, Ep #310
|
Aug 21, 2023 |
|
Dirty Dozen Tax Scams, Ep #309
|
Aug 14, 2023 |
|
Should We Even Worry About IRMAA? Ep #308
|
Aug 07, 2023 |
|
The Most Powerful Way to Live Longer? Ep #307
|
Jul 31, 2023 |
|
3 Tricks to Help Retirees Spend More, Ep #306
|
Jul 24, 2023 |
|
The #1 Retirement Challenge That No One Talks About, Ep #305
|
Jul 17, 2023 |
|
Your Brain Has Tricked You Into Thinking Everything Is Worse, Ep # 304
|
Jul 10, 2023 |
|
Your Future (Retired) Self, Ep #303
|
Jul 03, 2023 |
|
EP #300 Celebration! (HUGE discount on Retirement Income University)
|
Jul 01, 2023 |
|
12 Reasons to Rent in Retirement, Ep #302
|
Jun 26, 2023 |
|
The Power of Semi-Retirement and Work-Life Balance, Ep #301
|
Jun 19, 2023 |
|
$300 Gym Bag, Ep # 300
|
Jun 12, 2023 |
|
Retirement Mastermind Groups, Ep #299
|
Jun 05, 2023 |
|
Rich People Unsatisfied with Their Wealth, Ep #298
|
May 29, 2023 |
|
A Comparison of Variable Spending Strategies, Ep # 297
|
May 22, 2023 |
|
My Kids Don't Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296
|
May 15, 2023 |
|
How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295
|
May 08, 2023 |
|
The Puzzling Gap Between How Old You Are and How Old You Think You Are, Ep #294
|
May 01, 2023 |
|
50% of Americans Stopped Saving Last Year! Ep #293
|
Apr 24, 2023 |
|
Early Retirement Can Accelerate Cognitive Decline, Ep # 292
|
Apr 17, 2023 |
|
Conference Breakdown, Ep #291
|
Apr 10, 2023 |
|
Monte Carlo Failures Aren't Plane Crashes, Ep #290
|
Apr 03, 2023 |
|
Conversations about "Guardrails," Ep #289
|
Mar 27, 2023 |
|
Delaying Taxes in Retirement Isn't Always Best, Award-Winning Paper Shows, Ep #288
|
Mar 20, 2023 |
|
A Few Simple Tricks Turn Humble HSAs Into Wealth Builders, Ep # 287
|
Mar 13, 2023 |
|
Couples Who Combine Finances Are Happier. So Why Don't More Do It? Ep #286
|
Mar 06, 2023 |
|
How to Give Your Parents Advice That They Will Actually Listen To, Ep # 285
|
Feb 27, 2023 |
|
Investing in Yourself - An Interview with Fritz Gilbert - The Retirement Manifesto, Ep # 284
|
Feb 20, 2023 |
|
Early Filers Should Wait to Submit Their Tax Return in 2023, the IRS Warns, Ep #283
|
Feb 13, 2023 |
|
Raise Your Healthy Deserve Level – an Interview with Gary Kadi, Ep #282
|
Feb 06, 2023 |
|
The Housing Crisis You Didn't See Coming, Ep #281
|
Jan 30, 2023 |
|
What Old Age Might Be Like for Today's 30-Year-Olds, Ep #280
|
Jan 23, 2023 |
|
Breaking News - Secure Act 2.0, Ep #279
|
Jan 16, 2023 |
|
Some $$ Now, More $$ Later, Ep #278
|
Jan 09, 2023 |
|
Social Security Benefits to Run Out Faster Due to Social Security COLA Increase, Ep # 277
|
Jan 02, 2023 |
|
A special year-end message from Ben
|
Dec 30, 2022 |
|
Retirement in 2050. Will Retired Life Be Better in the Future? [Rebroadcast]
|
Dec 26, 2022 |
|
Don't Move for Taxes [Rebroadcast]
|
Dec 19, 2022 |
|
I'M RETIRING IN 3 WEEKS! Here's What to Do…[Rebroadcast]
|
Dec 12, 2022 |
|
Go Back to Bed [Rebroadcast]
|
Dec 05, 2022 |
|
Six Month Social Security Mulligan [Rebroadcast]
|
Nov 28, 2022 |
|
Do's and Don'ts for Your 7-Figure Retirement [Rebroadcast]
|
Nov 21, 2022 |
|
Special Announcement and What's New for Medicare Open Enrollment, Ep #270
|
Nov 14, 2022 |
|
I Bought My House at the Peak, Now I Regret It… Ep #269
|
Nov 07, 2022 |
|
2023 Changes to Social Security Benefits, Ep # 268
|
Oct 31, 2022 |
|
The Father Of 4% Rule Doesn't Buy 3% Alternative, Ep #267
|
Oct 24, 2022 |
|
Dividends for Retirement Income? Read This First, Ep # 266
|
Oct 17, 2022 |
|
11% of Retirees Plan to Maximize Social Security, Ep #265
|
Oct 10, 2022 |
|
$2 Million Retirement Plan, Ep #264
|
Oct 03, 2022 |
|
Be Your Future Self Now, an Interview with my Coach, Dr. Benjamin Hardy, Ep # 263
|
Sep 26, 2022 |
|
Six Things to Consider Before You Move in Retirement, Ep # 262
|
Sep 19, 2022 |
|
The Inflation Reduction Act - What it Means for Retirees, Ep #261
|
Sep 12, 2022 |
|
All Things Social Security with Devin Carroll, Ep #260
|
Sep 05, 2022 |
|
Serena Williams Feels 'No Happiness' Retiring —Will You? Ep # 259
|
Aug 29, 2022 |
|
Planning for a Sabbatical Without Wrecking Your Retirement, Ep #258
|
Aug 22, 2022 |
|
Cities That Will Pay You to Leave Town, Ep #257
|
Aug 15, 2022 |
|
How to Pass On Your Passwords When You Die, Ep #255
|
Aug 01, 2022 |
|
Supporting Loved Ones Without Derailing Your Retirement, Ep # 254
|
Jul 25, 2022 |
|
7 Tips for Tax Loss Harvesting, Ep # 253
|
Jul 18, 2022 |
|
Is it Time to Invest in Commodities? Ep # 252
|
Jul 11, 2022 |
|
Five Things to Keep in Mind During Bear Markets, Ep #251
|
Jul 04, 2022 |
|
The 4 Stages of Retirement, Ep # 250
|
Jun 27, 2022 |
|
15 Ways Consumers Can Deal With (and Even Benefit From) Rising Inflation, Ep #249
|
Jun 20, 2022 |
|
Money Can't Buy Happiness - Or Can It? [Rebroadcast]
|
Jun 13, 2022 |
|
What's Going on with the Market?! An Interview with Joseph Hogue, Ep # 247
|
Jun 06, 2022 |
|
Father of 4% Rule Urges Caution, Ep #246
|
May 30, 2022 |
|
An Active Retirement Could Cost More Money with Thatcher Taylor, Ep #245
|
May 23, 2022 |
|
How to Plan for Part-Time Retirement, Ep # 243
|
May 09, 2022 |
|
The New IRS 10-year RMD Rule Isn't What We Thought It Was, Ep #242
|
May 02, 2022 |
|
Future You is Happier than Current You, Ep #241
|
Apr 25, 2022 |
|
The Reverse Bucket List, Ep #240
|
Apr 18, 2022 |
|
Part-Time Retirement Programs Are on the Rise, Ep #239
|
Apr 11, 2022 |
|
Get the Freeloaders Offloaded with Bobbi Rebell, Ep #237
|
Mar 28, 2022 |
|
Don't Even THINK About Delaying Retirement, Ep #236
|
Mar 21, 2022 |
|
The Perfect Inflation Hedge Doesn't Exist, Ep #235
|
Mar 14, 2022 |
|
Starting a Business in Retirement, an Interview with Gabe Nelson, Ep #234
|
Mar 07, 2022 |
|
8 Reasons to File Your 2021 Tax Return Early, Ep #232
|
Feb 21, 2022 |
|
Retirees Aren't Spending Enough, Ep #231
|
Feb 14, 2022 |
|
Where Should I Live in Retirement? Ep #230
|
Feb 07, 2022 |
|
Are You Saving Too Much Money, Ep #229
|
Jan 31, 2022 |
|
Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
|
Jan 17, 2022 |
|
A "Gold IRA" and a $300,000 Tax Mistake… Ep #226
|
Jan 10, 2022 |
|
My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
|
Jan 03, 2022 |
|
Could Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
|
Dec 27, 2021 |
|
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
|
Dec 20, 2021 |
|
Summer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
|
Dec 13, 2021 |
|
Planning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
|
Dec 06, 2021 |
|
Bucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
|
Nov 29, 2021 |
|
Tax & Retirement Planning Changes for 2022, Ep #219
|
Nov 22, 2021 |
|
Risk Tolerance Questionnaires Don't Work, Ep #218
|
Nov 15, 2021 |
|
The Media Will Decide Your Social Security Claiming Age, Ep #217
|
Nov 08, 2021 |
|
Executor Help - How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey, Ep #216
|
Nov 01, 2021 |
|
Inflation in Retirement and Breaking Social Security News! Ep #215
|
Oct 25, 2021 |
|
Tax Moves You Should Be Making Before Year's End, Ep #214
|
Oct 18, 2021 |
|
3 Social Security Do-Over Options, Ep # 213
|
Oct 11, 2021 |
|
Are Annuities a "License to Spend"? Ep # 211
|
Sep 27, 2021 |
|
The Social Security Update, Ep # 210
|
Sep 20, 2021 |
|
The Great Resignation, Ep #209
|
Sep 13, 2021 |
|
Quit Cutting Your Own Grass, Ep #208
|
Sep 06, 2021 |
|
Bucket List Travel on Any Budget with Danielle Desir, Ep #207
|
Aug 30, 2021 |
|
Should I Buy a Bond Fund? Ep #206
|
Aug 23, 2021 |
|
Social Security Earnings Test, Ep #205
|
Aug 16, 2021 |
|
Overcoming Frugality Syndrome, Ep # 204
|
Aug 09, 2021 |
|
Can I Go Fishing for the Next 25 Years and Forget About Work?, Ep #203
|
Aug 02, 2021 |
|
Boomers Want to Stay Home - Senior Housing Now Faces Budding Glut, Ep # 202
|
Jul 26, 2021 |
|
Affluent Americans Rush to Retire in New 'Life-Is-Short' Mindset, Ep #201
|
Jul 19, 2021 |
|
Affluent Retirees Scared To Draw Down Savings, Ep #200
|
Jul 12, 2021 |
|
Planning Multi-Generational Disney Trips with Lou Mongello, Ep #199
|
Jul 05, 2021 |
|
Sabbaticals Are Essential For The Way We Work with Paul Millerd, Ep #198
|
Jun 28, 2021 |
|
Summer Travel Series: Travel Hacking with Lee Huffman, Ep #197
|
Jun 21, 2021 |
|
7 Steps for Widows and Widowers to Manage Their First Year Alone, Ep # 196
|
Jun 14, 2021 |
|
Do You Know the Difference Between Being Rich and Being Wealthy? Ep #195
|
Jun 07, 2021 |
|
Cheaper Health Insurance Before Medicare? Ep # 194
|
May 31, 2021 |
|
Improving the 4% Rule, Ep # 193
|
May 24, 2021 |
|
The 6 Phases of Retirement, Ep # 192
|
May 17, 2021 |
|
Time for a Gap Year? Ep # 191
|
May 10, 2021 |
|
Deducting Your Home Office in a Work from Home World, Ep # 190
|
May 03, 2021 |
|
The Future Is Foggy, Plan Accordingly, Ep #189
|
Apr 26, 2021 |
|
What You Need to Know About Your My Social Security Account, Ep # 188
|
Apr 19, 2021 |
|
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic, Ep #187
|
Apr 12, 2021 |
|
Why We're Experiencing Zoom Fatigue and How To Fix It, Ep # 186
|
Apr 05, 2021 |
|
How To Protect Yourself and Your Savings From Cyberfraud, Ep # 185
|
Mar 29, 2021 |
|
The American Rescue Plan Act Of 2021, Ep # 184
|
Mar 22, 2021 |
|
What to Expect When You're Expecting (to Apply for Medicare), Ep # 183
|
Mar 15, 2021 |
|
Why Save If You're Not Going To Spend? Ep #182
|
Mar 08, 2021 |
|
Is a 50% Probability of Success Good Enough? Ep #181
|
Mar 01, 2021 |
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Why Markets Boomed in a Year of Human Misery, Ep #180
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Feb 22, 2021 |
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Why Companies Fret as Vacation Days Go Unused, Ep # 179
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Feb 15, 2021 |
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Frothy Markets - Beware or Prepare? Ep # 178
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Feb 08, 2021 |
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Single-Ply Retirement, Ep #177
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Feb 01, 2021 |
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Life Insurance Isn't Special, Ep #176
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Jan 25, 2021 |
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What to Do with $500,000 I Don't Need? Ep #175
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Jan 18, 2021 |
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Could Living Abroad Save You Money? with Tim Leffel, Ep # 174
|
Jan 11, 2021 |
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What You Need to Know About Coronavirus Stimulus Package 2.0, Ep # 173
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Jan 04, 2021 |
|
Retirement Rewind: How to Retire Abroad with David Jacoby, Ep # 172
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Dec 28, 2020 |
|
Retirement Rewind: Estate Planning Strategies to Preserve IRAs with John Ross, Ep #171
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Dec 21, 2020 |
|
Retirement Rewind: It's Roth Conversion Season, Ep #170
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Dec 14, 2020 |
|
Retirement Rewind: My Favorite Retirement Podcasts (for the 3rd time) #169
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Dec 07, 2020 |
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Retirement Rewind: The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 168
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Nov 30, 2020 |
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BIG Legislation Changes, tiny Portfolio Changes, Ep # 167
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Nov 23, 2020 |
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Medicare Annual Maintenance and Timelines: What Do I Need to Do Annually? Ep #166
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Nov 16, 2020 |
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Medicare Supplements & Advantage - Where Does Part D Fit In? Ep. #165
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Nov 09, 2020 |
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Retirement: What to Expect if You Retire Before or After Age 65 with Danielle Roberts, Ep # 164
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Nov 02, 2020 |
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Medicare Basics: What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163
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Oct 26, 2020 |
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How to Avoid Burnout While Working From Home, Ep # 162
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Oct 19, 2020 |
|
Social Security Bankruptcy Insurance, Ep # 161
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Oct 12, 2020 |
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How Do You Plan to Give Your Retirement Notice? Ep # 160
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Oct 05, 2020 |
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Are Stock Splits Good for Stocks? Ep # 159
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Sep 28, 2020 |
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How the Biden Tax Plan Could Affect Your Retirement, Ep # 158
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Sep 21, 2020 |
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Will Bank Bail-Ins Replace Bail-Outs? Ep # 157
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Sep 14, 2020 |
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Mentored By a Shark with Kevin Harrington from TV's Shark Tank, Ep # 156
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Sep 07, 2020 |
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Do You Still Need Life Insurance in Retirement? Ep #155
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Aug 31, 2020 |
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Lifetime Income Illustrations Are Coming to Your 401K, Ep #154
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Aug 24, 2020 |
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Nobody Wants Your Stuff, Ep # 153
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Aug 17, 2020 |
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Does It Still Make Sense to Save in a 401K? Ep # 152
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Aug 10, 2020 |
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Put Your Social Security Knowledge to the Test, Ep # 151
|
Aug 03, 2020 |
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Taxes in Retirement with Andy Panko, Ep # 150
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Jul 27, 2020 |
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Optimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149
|
Jul 20, 2020 |
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Money Can't Buy Happiness - Or Can It? Ep # 148
|
Jul 13, 2020 |
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Should Private Equity Funds Have a Place in Your 401K? Ep # 147
|
Jul 06, 2020 |
|
The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 146
|
Jun 29, 2020 |
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Answering Listener Questions with Grant Bledsoe, Ep # 145
|
Jun 22, 2020 |
|
Bankrupt in Just Two Weeks, Ep #144
|
Jun 15, 2020 |
|
4 Questions to Ask Yourself If You Are Offered an Early Retirement Package, Ep #143
|
Jun 08, 2020 |
|
Are You a Prudent Pessimist? Ep # 142
|
Jun 01, 2020 |
|
Economic Effects of the Coronavirus, Ep #141
|
May 25, 2020 |
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How Did Oil Prices Drop to Negative Numbers? with Dan Eberhart, Ep # 140
|
May 18, 2020 |
|
How to Get a Refund for Your Cancelled Plans, Ep # 139
|
May 11, 2020 |
|
8 Questions to Ask a Financial Advisor, Ep # 138
|
May 04, 2020 |
|
Retirement Questions from Office Hours, Ep # 137
|
Apr 27, 2020 |
|
Your Stimulus Check Questions Answered, Ep #136
|
Apr 20, 2020 |
|
Spotting and Avoiding Coronavirus Scams, Ep # 135
|
Apr 13, 2020 |
|
What You Need to Know About Buying the Dip with Lawrence Hamtil, Ep # 134
|
Apr 06, 2020 |
|
What You Need to Know About the Coronavirus Stimulus Package, Ep # 133
|
Mar 30, 2020 |
|
Living Off Your Savings: How to Turn Assets Into Retirement Income, Ep # 132
|
Mar 23, 2020 |
|
Living Off Your Savings: How to Deal With a Bear Market, Ep # 131
|
Mar 16, 2020 |
|
Living Off Your Savings: How Do I Cover My Spending in Retirement? Ep # 130
|
Mar 09, 2020 |
|
Living Off of Your Savings: How to Create a Retirement Budget, Ep # 129
|
Mar 02, 2020 |
|
Are You Paying for Tax Prep That Should Be Free? Ep # 128
|
Feb 24, 2020 |
|
What to do When a Stock Goes Parabolic, Ep #127
|
Feb 17, 2020 |
|
3 Tips to Avoid Penalties on Early Retirement Withdrawals, Ep #126
|
Feb 10, 2020 |
|
Questions and Answers from the SECURE Act Webinar, Ep # 125
|
Feb 03, 2020 |
|
Estate Planning Strategies to Preserve IRA's with John Ross, Ep #124
|
Jan 27, 2020 |
|
How Bonds Work, Ep # 123
|
Jan 20, 2020 |
|
Free Training January 23rd – The SECURE Act and Your Retirement
|
Jan 18, 2020 |
|
How the Secure Act May Affect Your Retirement Plans, Ep #122
|
Jan 13, 2020 |
|
My 2019 Resolution Fails and What You Can Learn From Them, Ep # 121
|
Jan 06, 2020 |
|
Tweak Your Retirement Strategies to Create an Epic Retirement Plan [Rebroadcast]
|
Dec 30, 2019 |
|
Top 6 Easily Avoidable Retirement Mistakes [Rebroadcast]
|
Dec 23, 2019 |
|
What's Your Retirement Planning Process? with Jason Parker [Rebroadcast]
|
Dec 16, 2019 |
|
5 Easy Steps to be a 401k Millionaire [Rebroadcast]
|
Dec 09, 2019 |
|
My Favorite Retirement Podcasts [Rebroadcast]
|
Dec 02, 2019 |
|
Are Bonds Worth Buying in Retirement? Ep # 115
|
Nov 25, 2019 |
|
This CIO Only Owns One Mutual Fund with Peter Lazaroff, Ep # 114
|
Nov 18, 2019 |
|
Wave Good-Bye to the Donut Hole and Other Changes to Medicare in 2020, Ep # 113
|
Nov 11, 2019 |
|
The Importance of Having Friends in Retirement, Ep # 112
|
Nov 04, 2019 |
|
It's Roth Conversion Season, Ep #111
|
Oct 28, 2019 |
|
Are Health Sharing Plans Worth the Risk? Ep #110
|
Oct 21, 2019 |
|
Will a Trump Impeachment Crash Your Retirement? Ep # 109
|
Oct 14, 2019 |
|
Annuities for Retirees: Are They a Good Option? Ep #108
|
Oct 07, 2019 |
|
What is the Best Choice of Health Insurance Before Medicare? Ep #107
|
Sep 30, 2019 |
|
How to Use the Bucket Strategy for Retirement, Ep #106
|
Sep 23, 2019 |
|
Retirement Lessons from a 4-Hour Commute, Ep # 105
|
Sep 16, 2019 |
|
How to Protect Yourself Against a Social Security Scam, Ep # 104
|
Sep 09, 2019 |
|
Why I Hate the FIRE Movement, Ep # 103
|
Sep 02, 2019 |
|
How to Retire Abroad with David Jacoby, Ep # 102
|
Aug 26, 2019 |
|
How to Navigate the Upcoming Changes in Medicare Supplement Plans with Danielle Roberts, Ep # 101
|
Aug 19, 2019 |
|
How to Offset the Rising Costs of Long-Term Care Insurance Premiums, Ep # 100
|
Aug 12, 2019 |
|
What Can a Mullet Teach us About Portfolio Distribution? Ep #99
|
Aug 05, 2019 |
|
Donor-Advised Funds, Tax Planning in Retirement, and Roth IRA's Ep #98
|
Jul 29, 2019 |
|
What to do with Multiple Retirement Accounts, Ep #97
|
Jul 22, 2019 |
|
4 Tips for Tax Beneficial Charitable Giving with John Madison, Ep #96
|
Jul 15, 2019 |
|
$110,000 per Household is Lost by Poor Social Security Timing, Ep # 95
|
Jul 08, 2019 |
|
Set it and Forget it! A Rallying Cry for Target Date Funds, Ep # 94
|
Jul 01, 2019 |
|
Tweak Your Retirement Strategies to Create an Epic Retirement Plan, Ep #93
|
Jun 24, 2019 |
|
How to Add Exercise to Your Retirement Lifestyle with Pete McCall, Ep # 92
|
Jun 17, 2019 |
|
Will You Need Life Insurance in Retirement? Ep # 91
|
Jun 10, 2019 |
|
Do You Have Moldy Money Laying Around? Ep #90
|
Jun 03, 2019 |
|
Life Planning in Retirement with George Kinder, Ep #89
|
May 27, 2019 |
|
What's Your Retirement Planning Process? with Jason Parker, Ep #88
|
May 20, 2019 |
|
My Favorite Retirement Podcasts, #87
|
May 13, 2019 |
|
Should You Really Sell in May and Go Away? Ep # 86
|
May 06, 2019 |
|
Triplets on 24 Hours Notice – Our Adoption Story
|
Apr 23, 2019 |
|
How a Diversified Investment Strategy Will Help You Keep a Level Head, Ep #84
|
Apr 22, 2019 |
|
Will Retiring Baby Boomers Crash the Market? Ep # 83
|
Apr 15, 2019 |
|
Will Your Kids Ruin Your Retirement? Ep #82
|
Apr 08, 2019 |
|
Retirement Rehearsal (Revisited) Ep #81
|
Apr 01, 2019 |
|
Why I Won't Work With Your Kids, with Shannah Game Ep #80
|
Mar 25, 2019 |
|
Do You Need Bernie Madoff Insurance? Ep #79
|
Mar 18, 2019 |
|
How Can a Forcing Mechanism Improve Your Retirement?, Ep #78
|
Mar 11, 2019 |
|
Are You Aware of the Top 10 Scams Targeting Seniors? Ep #77
|
Mar 04, 2019 |
|
How to Survive Grey Divorce and Being Single in Retirement with Sara Stanich, Ep #76
|
Feb 25, 2019 |
|
How to Get the Most Out of Your Employer-Sponsored Retirement Plan with Aaron Pottichen, Ep #75
|
Feb 18, 2019 |
|
Change Your Tax Status by Changing Your Domicile Ep #74
|
Feb 11, 2019 |
|
What We Can Learn From The Time Use And Happiness of Millionaires, Ep #73
|
Feb 04, 2019 |
|
How John Bogle Put Money In Your Pocket, Even If You've Never Invested With Vanguard, Ep #72
|
Jan 28, 2019 |
|
Listener Submitted Retirement Questions (Asked & Answered #3), Ep #71
|
Jan 21, 2019 |
|
Are Children Responsible For Their Parent's Debts?, Ep #70
|
Jan 14, 2019 |
|
How Your Best Year Ever Could Happen in 2019, Ep #69
|
Jan 07, 2019 |
|
Podcast Goals For 2019 – And An Exciting Personal Update, Ep #68
|
Dec 15, 2018 |
|
Simple Tax Strategies For Retirees In 2018
|
Dec 01, 2018 |
|
Become Wealthy by Doing What The Wealthy Do, with Sarah Stanley Fallaw, Ep #66
|
Nov 15, 2018 |
|
Chris Hogan: How Ordinary People Built Extraordinary Wealth – and How You Can Too
|
Nov 01, 2018 |
|
Whats the Worst Investment You've Ever Seen? 4 Advisors Weigh in
|
Oct 15, 2018 |
|
Rewire Your Retirement – An Interview with Jamie Hopkins
|
Oct 01, 2018 |
|
Retiring After 70 Part 2
|
Sep 15, 2018 |
|
Retiring After 70 Part 1
|
Sep 01, 2018 |
|
How to Buy a Timeshare: A Beginner's Guide
|
Aug 15, 2018 |
|
Immediate Annuities, Friend or Foe?
|
Aug 01, 2018 |
|
The Road to Hell is Paved With Yield
|
Jul 15, 2018 |
|
Dealing With Skyrocketing Long Term Care Insurance Premiums
|
Jul 01, 2018 |
|
Medicare is Going Broke!! (And Other Exaggerations)
|
Jun 15, 2018 |
|
Top 6 Easily Avoidable Retirement Mistakes
|
Jun 01, 2018 |
|
Are You Ready to ROCK Retirement?
|
May 15, 2018 |
|
Getting a Mortgage in Retirement
|
May 01, 2018 |
|
The Pros and Cons of Selling Your Life Insurance
|
Apr 15, 2018 |
|
Intro to Retirement Starts Today Radio
|
Oct 23, 2015 |