Retirement Quick Tips with Ashley
By Ashley Micciche
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Ashley Micciche
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 35
Reviews: 1
Episodes: 500
Wilson
May 15, 2022
I have been following this podcast for a couple months. I enjoy the podcast. There is advice and just conversation. The content is thought provoking and also educational. Ashley provides solid information and helps lead a person.
Description
Planning for retirement can be confusing. Ashley makes it simpler! Every day, you'll receive quick, actionable ideas to help you on your path to retirement.
Disclosure: https://drive.google.com/open?id=149ZdPZDQsnmXXslZ2j1TIEjP8i_BODi8
| Episode | Date |
|---|---|
|
The Point Where Saving For Retirement Becomes Optional
|
May 25, 2026 |
|
New Trump Accounts: Key takeaways
|
May 24, 2026 |
|
New Trump Accounts: Reasons to pass on Trump accounts
|
May 23, 2026 |
|
New Trump Accounts: How to turn this account into future millions for your kids or grandkids
|
May 22, 2026 |
|
Why these accounts make sense over other types of investment accounts for children
|
May 21, 2026 |
|
New Trump Accounts: Understanding the growth period at what happens at age 18
|
May 20, 2026 |
|
New Trump Accounts: Investment options & annual contributions
|
May 19, 2026 |
|
New Trump Accounts: What Families Need to Know Before Using Them
|
May 18, 2026 |
|
How to Invest New Money (Without Second-Guessing Yourself)
|
May 11, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 7 - Closing Thoughts & Key Takeaway
|
May 10, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 6 - Turning Crisis Into Opportunity
|
May 09, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
|
May 08, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 4 - Flexibility Is Your Key Strength if you retire at the wrong time
|
May 07, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 3 - Building Your Cash & Portfolio Buffer
|
May 06, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 2 - Sequence of Returns Risk
|
May 05, 2026 |
|
What Happens If You Retire at the Wrong Time? Part 1 - Intro
|
May 04, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 7
|
May 03, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 6
|
May 02, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 5
|
May 01, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 4
|
Apr 30, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 3
|
Apr 29, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 2
|
Apr 28, 2026 |
|
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 1
|
Apr 27, 2026 |
|
The Top 10% of Retirees: How Much Is Enough?
|
Apr 20, 2026 |
|
Oil, Iran, and a Rocky Quarter: Your Q1 2026 Market Debrief
|
Apr 13, 2026 |
|
The Hidden Tax Traps in Retirement No One Talks About | Recap
|
Apr 12, 2026 |
|
Retirement Tax Traps: Social Security Taxation
|
Apr 11, 2026 |
|
Retirement Tax Traps: The Widow's Penalty
|
Apr 10, 2026 |
|
Retirement Tax Traps: Required Minimum Distributions (RMDs)
|
Apr 09, 2026 |
|
Retirement Tax Traps: Medicare Surcharges (IRMAA)
|
Apr 08, 2026 |
|
The 3 Retirement Tax Traps That Everyone Neglects
|
Apr 07, 2026 |
|
The Hidden Tax Traps in Retirement No One Talks About
|
Apr 06, 2026 |
|
Fix My Portfolio | Recap
|
Apr 05, 2026 |
|
Fix My Portfolio: Too Many Holdings, No Real Diversification
|
Apr 04, 2026 |
|
Fix My Portfolio: The Gambler's Portfolio
|
Apr 03, 2026 |
|
Fix My Portfolio: The One Stock Problem
|
Apr 02, 2026 |
|
Fix My Portfolio: Too Much In Stocks
|
Apr 01, 2026 |
|
Fix My Portfolio: The "Bury it in the Backyard" Strategy
|
Mar 31, 2026 |
|
Fix My Portfolio
|
Mar 30, 2026 |
|
Iran Conflict: What It Means for Markets, Inflation, and Your Retirement
|
Mar 23, 2026 |
|
Smart Splurges: The Things I Love Spending Money On | Recap
|
Mar 22, 2026 |
|
What Are Your Smart Splurges?
|
Mar 21, 2026 |
|
Ruthlessly Spending Money To Improve Your Health
|
Mar 20, 2026 |
|
Spending Money on More Memories, Less Stuff
|
Mar 19, 2026 |
|
Spending Money To Buy Back More Time
|
Mar 18, 2026 |
|
It's OK to Splurge!!
|
Mar 17, 2026 |
|
Smart Splurges: The Things I Love Spending Money On
|
Mar 16, 2026 |
|
Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
|
Mar 15, 2026 |
|
The Hidden Benefits of Quiet Wealth
|
Mar 14, 2026 |
|
Strategic Spending: How Quiet Millionaires Use Their Money
|
Mar 13, 2026 |
|
Lifestyle Habits of Quiet Millionaires
|
Mar 12, 2026 |
|
The Status Trap: Why Flashy Wealth Can Be Dangerous
|
Mar 11, 2026 |
|
What is a Quiet Millionaire?
|
Mar 10, 2026 |
|
Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
|
Mar 09, 2026 |
|
Start Social Security Earlier to Smooth Lifetime Tax Liability
|
Mar 08, 2026 |
|
Start Social Security Earlier to Smooth Lifetime Tax Liability
|
Mar 07, 2026 |
|
Claim Early To Avoid Spending Down Your Assets
|
Mar 06, 2026 |
|
Claim Early If You Don't Expect To Live Into Your 80s
|
Mar 05, 2026 |
|
When Married Couples Benefit from Claiming Social Security Earlier
|
Mar 04, 2026 |
|
Claim Early When You're Not Worried About Outliving Your Assets - Seriously!
|
Mar 03, 2026 |
|
When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early
|
Mar 02, 2026 |
|
Laid Off 2 Years Before Retirement? Here's What to Do
|
Feb 23, 2026 |
|
Gen X vs. Boomers: Why Retirement Will Look Very Different From Now On | Recap
|
Feb 22, 2026 |
|
Why Gen X Will Retire Differently Than Boomers
|
Feb 21, 2026 |
|
How Gen X Saves & Spends In 2026
|
Feb 20, 2026 |
|
The Money Divide Between Boomers & Gen X
|
Feb 19, 2026 |
|
The Events That Forever Changed Gen X's Financial Path
|
Feb 18, 2026 |
|
The "Whatever" Generation's Formative Years
|
Feb 17, 2026 |
|
Gen X vs. Boomers: Why Retirement Will Look Very Different From Now On
|
Feb 16, 2026 |
|
Retiring in 2026? Don't Miss These Critical Financial To-Dos - PART 2 | Recap
|
Feb 15, 2026 |
|
Retiring in 2026? Avoid These Retirement Tax Traps
|
Feb 14, 2026 |
|
Retiring in 2026? Simplify Your Finances
|
Feb 13, 2026 |
|
Retiring in 2026? Plan Your Retirement Ideal Schedule
|
Feb 12, 2026 |
|
Retiring in 2026? Revisit Your Investment Strategy
|
Feb 11, 2026 |
|
Retiring in 2026? Boost Your Emergency Savings
|
Feb 10, 2026 |
|
Retiring in 2026? Don't Miss These Critical Financial To-Dos - PART 2
|
Feb 09, 2026 |
|
Retiring in 2026? Don't Miss These Critical Financial To-Dos | Recap
|
Feb 08, 2026 |
|
Retiring in 2026? Consider Moving Sooner, Not Later
|
Feb 07, 2026 |
|
Retiring in 2026? Get Rid of ALL Debt
|
Feb 06, 2026 |
|
Retiring in 2026? Make a Social Security Filing Game Plan
|
Feb 05, 2026 |
|
Retiring in 2026? Create a Retirement Spending Budget
|
Feb 04, 2026 |
|
Retiring in 2026? Make Sure You Can Afford To Retire
|
Feb 03, 2026 |
|
Retiring in 2026? Don't Miss These Critical Financial To-Dos
|
Feb 02, 2026 |
|
Is 2026 the Right Time to Sell Your Home? | Recap
|
Feb 01, 2026 |
|
Move Sooner. Don't Kick the Can Down The Retirement Road
|
Jan 31, 2026 |
|
3 Most Important Factors To Consider For a Move in 2026
|
Jan 30, 2026 |
|
Problems with Housing Aren't Going Away
|
Jan 29, 2026 |
|
The Golden Handcuffs Are Coming Off
|
Jan 28, 2026 |
|
Prices Still Unaffordable, But Rates Are Coming Down
|
Jan 27, 2026 |
|
Is 2026 the Right Time to Sell Your Home?
|
Jan 26, 2026 |
|
The Worst IRA Mistakes To Avoid | Recap
|
Jan 25, 2026 |
|
The Worst IRA Mistakes To Avoid: Making The Wrong RMD Decisions
|
Jan 24, 2026 |
|
The Worst IRA Mistakes To Avoid: No Strategy for Inherited IRAs
|
Jan 23, 2026 |
|
The Worst IRA Mistakes To Avoid: Accumulating Too Much In Tax-Deferred Accounts
|
Jan 22, 2026 |
|
The Worst IRA Mistakes To Avoid: Ignoring Roth In Favor of a Tax Break Today
|
Jan 21, 2026 |
|
The Worst IRA Mistakes To Avoid: Missing Opportunities To Contribute To Your IRA
|
Jan 20, 2026 |
|
The Worst IRA Mistakes To Avoid
|
Jan 19, 2026 |
|
Your 2026 Guide To Investing
|
Jan 12, 2026 |
|
Get Financially Stronger in 2026 – A Step By Step Guide | Recap
|
Jan 11, 2026 |
|
Get Financially Stronger in 2026: Scrutinize Your Biggest Expense
|
Jan 10, 2026 |
|
Get Financially Stronger in 2026: Boost Your Retirement Savings
|
Jan 09, 2026 |
|
Get Financially Stronger in 2026: Get Off the Car Debt Hamster Wheel
|
Jan 08, 2026 |
|
Get Financially Stronger in 2026: Become Allergic to Credit Card Debt
|
Jan 07, 2026 |
|
Get Financially Stronger in 2026: More Emergency Savings!
|
Jan 06, 2026 |
|
Get Financially Stronger in 2026 – A Step By Step Guide
|
Jan 05, 2026 |
|
Best of 2025 - Why I Max Out My Roth 401(k) As A Financial Advisor
|
Jan 04, 2026 |
|
Best of 2025 - Fed's Policy Shift & Your Retirement Portfolio
|
Jan 03, 2026 |
|
Private Equity & Crypto In Your 401(k) - BIG Opportunity or HARD Pass?Best of 2025 -
|
Jan 02, 2026 |
|
Best of 2025 - The Safe Withdrawal Rate = Key To Not Running Out of Money in Retirement
|
Jan 01, 2026 |
|
Best of 2025 - A Widow's Financial Roadmap
|
Dec 31, 2025 |
|
Best of 2025 - The Worst Investments For Retirees: Investment Properties
|
Dec 30, 2025 |
|
Best of 2025 - Traveling with Friends? Don't Let Money Ruin the Trip
|
Dec 29, 2025 |
|
Best of 2025 - The One Big Beautiful Bill's Real Impact That No One Is Talking About
|
Dec 28, 2025 |
|
Best of 2025 - Stupid Spending: Special Occasions & Fast Fashion
|
Dec 27, 2025 |
|
Best of 2025 - Reposition Into Safe Havens & Beef Up Your Cash
|
Dec 26, 2025 |
|
Best of 2025 - Merry Christmas!
|
Dec 25, 2025 |
|
Best of 2025 - Morningstar Advises 3.7% Withdrawal For First Year Of Retirement
|
Dec 24, 2025 |
|
Best of 2025 - My Long Overdue Splurge That Will Be Worth It In The Long Run
|
Dec 23, 2025 |
|
Best of 2025 - Intro
|
Dec 22, 2025 |
|
What Didn't Make the Podcast in 2025 (But Almost Did) | Recap
|
Dec 21, 2025 |
|
The 401k Investment Mistake That Everyone Makes
|
Dec 20, 2025 |
|
I'm Concerned That My Parents Are Going To Strike Me From Any Will/Inheritance
|
Dec 19, 2025 |
|
Feeling Great About the Economy? You Must Own Stocks
|
Dec 18, 2025 |
|
What's A Good Age To Start De-Risking My Investment Portfolio?
|
Dec 17, 2025 |
|
The Shocking Number of Rich People Who Live Paycheck to Paycheck
|
Dec 16, 2025 |
|
What Didn't Make the Podcast in 2025 (But Almost Did)
|
Dec 15, 2025 |
|
Year-End Financial Checklist 2025 | Recap
|
Dec 14, 2025 |
|
Year-End Financial Checklist 2025: Clean Up Your Accounts
|
Dec 13, 2025 |
|
Year-End Financial Checklist 2025: Project Your Income For Taxes and 2026 Planning
|
Dec 12, 2025 |
|
Year-End Financial Checklist 2025: Review Allocation & Rebalance
|
Dec 11, 2025 |
|
Year-End Financial Checklist 2025: Max Out Retirement & HSA Contributions
|
Dec 10, 2025 |
|
Year-End Financial Checklist 2025: Tax Loss Harvesting
|
Dec 09, 2025 |
|
Year-End Financial Checklist 2025
|
Dec 08, 2025 |
|
Why Most Americans Never Become Wealthy | Recap
|
Dec 07, 2025 |
|
A Better Roadmap For Financial Independence
|
Dec 06, 2025 |
|
Where Did All My Money Go?
|
Dec 05, 2025 |
|
College: The New Retirement Killer
|
Dec 04, 2025 |
|
The Debt Cycle That You Don't Escape
|
Dec 03, 2025 |
|
First Comes Love, Then Comes Marriage…
|
Dec 02, 2025 |
|
Why Most Americans Never Become Wealthy
|
Dec 01, 2025 |
|
Why Gratefulness Helps You Make Better Money Decisions (+5 Things I'm Grateful for In 2025)
|
Nov 24, 2025 |
|
Big Changes Coming For 401(k) Savers Over 50 In 2026 | Recap
|
Nov 23, 2025 |
|
401(k) Catch-Up Changes in 2026 - Your Action Plan
|
Nov 22, 2025 |
|
401(k) Catch-Up Changes in 2026 - Special Circumstances & FAQs
|
Nov 21, 2025 |
|
Tax Impact of 401(k) Catch-Up Changes in 2026
|
Nov 20, 2025 |
|
The New 401(k) Catch-up Rules if your age 60-63
|
Nov 19, 2025 |
|
Do You Make More Than $145,000? Your Catch-Up Contributions Are Changing in 2026
|
Nov 18, 2025 |
|
Big Changes Coming For 401(k) Savers Over 50 In 2026
|
Nov 17, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 7
|
Nov 16, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 6
|
Nov 15, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 5
|
Nov 14, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 4
|
Nov 13, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 3
|
Nov 12, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron - Part 2
|
Nov 11, 2025 |
|
The Illusion of Perpetual Growth with Kevin Caron
|
Nov 10, 2025 |
|
Smart Retirement Withdrawals: 10 Principles for Lasting Financial Security | Recap
|
Nov 09, 2025 |
|
Smart Retirement Withdrawals: Plan for RMDs At The Onset of Retirement
|
Nov 08, 2025 |
|
Smart Retirement Withdrawals: Pay Attention To Taxes
|
Nov 07, 2025 |
|
Smart Retirement Withdrawals: Prioritize Income
|
Nov 06, 2025 |
|
Smart Retirement Withdrawals: Maintain Portfolio Discipline
|
Nov 05, 2025 |
|
Smart Retirement Withdrawals: Use Spending Guardrails
|
Nov 04, 2025 |
|
Smart Retirement Withdrawals: Sell Bonds When Your Stocks Are Down
|
Nov 03, 2025 |
|
Smart Retirement Withdrawals: Keep Your Powder Dry
|
Nov 02, 2025 |
|
Smart Retirement Withdrawals: Carefully Select Your Retirement Withdrawal Rate
|
Nov 01, 2025 |
|
Smart Retirement Withdrawals: Pre-Retirement To Do #4
|
Oct 31, 2025 |
|
Smart Retirement Withdrawals: Pre-Retirement To Do #3
|
Oct 30, 2025 |
|
Smart Retirement Withdrawals: Pre-Retirement To Do #2
|
Oct 29, 2025 |
|
Smart Retirement Withdrawals: Pre-Retirement To Do #1
|
Oct 28, 2025 |
|
Smart Retirement Withdrawals: 10 Principles for Lasting Financial Security
|
Oct 27, 2025 |
|
I'm Worried About The Stock Market | Recap
|
Oct 26, 2025 |
|
Bear Market Action Plan
|
Oct 25, 2025 |
|
The Timing Problem
|
Oct 24, 2025 |
|
What Happens If High Valuations Collide with an Economic Downturn?
|
Oct 23, 2025 |
|
Economic Cracks
|
Oct 22, 2025 |
|
Big Tech Overtaking the Economy?
|
Oct 21, 2025 |
|
I'm Worried About The Stock Market
|
Oct 20, 2025 |
|
How Rich People Accidentally Destroy Their Wealth | Recap
|
Oct 19, 2025 |
|
Too Much Risk Taking
|
Oct 18, 2025 |
|
Overconcentration of Investments
|
Oct 17, 2025 |
|
Bad Financial Advice Is The Financial Ruin of Many
|
Oct 16, 2025 |
|
Letting Your Ego Make Your Financial Decisions For You
|
Oct 15, 2025 |
|
Understanding the Difference Between Assets vs. Stuff
|
Oct 14, 2025 |
|
How Rich People Accidentally Destroy Their Wealth
|
Oct 13, 2025 |
|
Q3 2025 Recap: Market Momentum & Economic Anxiety
|
Oct 06, 2025 |
|
I'm a Financial Advisor—Here's Exactly How I Manage My 401(k) | Recap
|
Oct 05, 2025 |
|
Making The Most Of Your 401k
|
Oct 04, 2025 |
|
How I Invest My 401k As a Financial Advisor
|
Oct 03, 2025 |
|
Why I Max Out My Roth 401(k) As A Financial Advisor
|
Oct 02, 2025 |
|
How Much I Contribute To My 401(K) As A Financial Advisor
|
Oct 01, 2025 |
|
How Often I Look At My 401(k) & Rebalance As A Financial Advisor
|
Sep 30, 2025 |
|
I'm a Financial Advisor—Here's Exactly How I Manage My 401(k)
|
Sep 29, 2025 |
|
Fed's Policy Shift & Your Retirement Portfolio
|
Sep 22, 2025 |
|
Private Equity & Crypto In Your 401(k) - BIG Opportunity or HARD Pass?
|
Sep 15, 2025 |
|
Are You Being Too Frugal in Retirement? | Recap
|
Sep 14, 2025 |
|
Anti-Frugal Retirement: Top Tips To Start Enjoying Your Nest Egg More
|
Sep 13, 2025 |
|
Anti-Frugal Retirement: Embrace Lifetime Giving
|
Sep 12, 2025 |
|
Anti-Frugal Retirement: Being More Intentional With Spending Money
|
Sep 11, 2025 |
|
Anti-Frugal Retirement: Finding Balance
|
Sep 10, 2025 |
|
Anti-Frugal Retirement: Why It's So Hard To Spend
|
Sep 09, 2025 |
|
Are You Being Too Frugal in Retirement?
|
Sep 08, 2025 |
|
Americans Now Fear Running Out of Money MORE than Death! | Recap
|
Sep 07, 2025 |
|
The Safe Withdrawal Rate = Key To Not Running Out of Money in Retirement
|
Sep 06, 2025 |
|
Create A Retirement Roadmap For Your Retirement
|
Sep 05, 2025 |
|
Work Longer To Avoid Running Out of Money in Retirement
|
Sep 04, 2025 |
|
Spend Less, Save More To Not Run Out of Money In Retirement
|
Sep 03, 2025 |
|
Worried About Running Out of Money in Retirement? You Need to Uncover Why…
|
Sep 02, 2025 |
|
Americans Now Fear Running Out of Money MORE than Death!
|
Sep 01, 2025 |
|
A Widow's Financial Roadmap
|
Aug 25, 2025 |
|
A Financial Advisor Ranks The Worst Investments For Retirees | Recap
|
Aug 24, 2025 |
|
The Worst Investments For Retirees: Private Investments
|
Aug 23, 2025 |
|
The Worst Investments For Retirees: Structured Notes
|
Aug 22, 2025 |
|
The Worst Investments For Retirees: High Yield Bonds (Actually, High Yield Anything!)
|
Aug 21, 2025 |
|
The Worst Investments For Retirees: Annuities
|
Aug 20, 2025 |
|
The Worst Investments For Retirees: Investment Properties
|
Aug 19, 2025 |
|
A Financial Advisor Ranks The Worst Investments For Retirees
|
Aug 18, 2025 |
|
College Now Costs $153,000! Here's How To Pay For ALL Of It Before High School Graduation | Recap
|
Aug 17, 2025 |
|
The Best Way To Save For College If You Value Control & Flexibility
|
Aug 16, 2025 |
|
How I'm Paying For College For My Own Kids
|
Aug 15, 2025 |
|
Why The Traditional Route Through College Is Completely Broken
|
Aug 14, 2025 |
|
How To Pay for (Most) of College Before Setting Foot On Campus
|
Aug 13, 2025 |
|
How To Pay For College…Don't Go
|
Aug 12, 2025 |
|
College Now Costs $153,000! Here's How To Pay For ALL Of It Before High School Graduation
|
Aug 11, 2025 |
|
Traveling with Friends? Don't Let Money Ruin the Trip
|
Aug 04, 2025 |
|
The One Big Beautiful Bill: What It Means for Your Money | Recap
|
Aug 03, 2025 |
|
Higher Income Earners Must Plan More Carefully with the OBBBA
|
Aug 02, 2025 |
|
Understanding the New Senior Tax Deduction for Americans 65+
|
Aug 01, 2025 |
|
Looking To Upgrade Your Car or Home? Know The New Deadlines!
|
Jul 31, 2025 |
|
Charitable Giving Changes With The One Big Beautiful Bill
|
Jul 30, 2025 |
|
The One Big Beautiful Bill's Real Impact That No One Is Talking About
|
Jul 29, 2025 |
|
The One Big Beautiful Bill: What It Means for Your Money
|
Jul 28, 2025 |
|
Marriage & Money: Top 5 Money Issues That Can Break a Marriage | Recap
|
Jul 27, 2025 |
|
Marriage & Money: Family Issues
|
Jul 26, 2025 |
|
Marriage & Money: Priority Disagreements
|
Jul 25, 2025 |
|
Marriage & Money: Power Imbalances
|
Jul 24, 2025 |
|
Marriage & Money: Materialism
|
Jul 23, 2025 |
|
Marriage & Money: Lack of Transparency & Financial Infidelity
|
Jul 22, 2025 |
|
Marriage & Money: Top 5 Money Issues That Can Break a Marriage
|
Jul 21, 2025 |
|
Mid-Year Markets & Economic Update | Recap
|
Jul 20, 2025 |
|
Mid-Year 2025: Investment Portfolio Considerations
|
Jul 19, 2025 |
|
Mid-Year 2025: Mixed Signals For Investors
|
Jul 18, 2025 |
|
Mid-Year 2025: The Year of the Tariff
|
Jul 17, 2025 |
|
Mid-Year 2025: Economic Update
|
Jul 16, 2025 |
|
Mid-Year Update: 2nd Quarter Market Recap
|
Jul 15, 2025 |
|
Mid-Year Markets & Economic Update
|
Jul 14, 2025 |
|
Summer Hiatus & Giveaways | Recap
|
Jul 13, 2025 |
|
Top 10 Things To Do Before Retirement
|
Jul 12, 2025 |
|
Retirement Budget Worksheet [Free Resource!]
|
Jul 11, 2025 |
|
A Financial Inventory to (Finally!!) Get Organized
|
Jul 10, 2025 |
|
How Much of Your Investment Portfolio Should Be in Stocks?
|
Jul 09, 2025 |
|
Calculating Your Net Worth [Free Worksheet!]
|
Jul 08, 2025 |
|
Summer Hiatus & Giveaways
|
Jul 07, 2025 |
|
The Smart Shopper's Guide to Grocery Savings | Recap
|
Jul 06, 2025 |
|
The Smart Shopper's Guide to Grocery Savings - Part 5
|
Jul 05, 2025 |
|
The Smart Shopper's Guide to Grocery Savings - Part 4
|
Jul 04, 2025 |
|
The Smart Shopper's Guide to Grocery Savings - Part 3
|
Jul 03, 2025 |
|
The Smart Shopper's Guide to Grocery Savings - Part 2
|
Jul 02, 2025 |
|
The Smart Shopper's Guide to Grocery Savings - Part 1
|
Jul 01, 2025 |
|
The Smart Shopper's Guide to Grocery Savings
|
Jun 30, 2025 |
|
How To Get Over Your Guilt About Spending Money in Retirement | Recap
|
Jun 29, 2025 |
|
Lifestyle Net Worth In Retirement
|
Jun 28, 2025 |
|
Run The Numbers On Retirement To Quiet Your Spending Guilt
|
Jun 27, 2025 |
|
Auto-Pilot Withdrawals To Combat Retirement Spending Guilt
|
Jun 26, 2025 |
|
Retirement Spending Guilt - Time Is Your Friend
|
Jun 25, 2025 |
|
How To NOT Enjoy Your Retirement Years
|
Jun 24, 2025 |
|
How To Get Over Your Guilt About Spending Money in Retirement
|
Jun 23, 2025 |
|
A Eulogy for Doug
|
Jun 16, 2025 |
|
America's $36 Trillion Tab - How Does The U.S. National Debt Impact You? | Recap
|
Jun 15, 2025 |
|
How To Prepare For A Debt Doom Loop
|
Jun 14, 2025 |
|
An Economic Boom Could Solve The US National Debt Woes
|
Jun 13, 2025 |
|
The Ugly Tradeoffs For Reducing The National Debt
|
Jun 12, 2025 |
|
Here's Why the US National Debt is Problematic
|
Jun 11, 2025 |
|
What is the U.S. National Debt?
|
Jun 10, 2025 |
|
America's $36 Trillion Tab - How Does The U.S. National Debt Impact You?
|
Jun 09, 2025 |
|
Right Accounts in the Right Order - Prioritizing Your Savings as a Pre-Retiree in 2025 | Recap
|
Jun 08, 2025 |
|
Right Accounts in the Right Order - Taxable Accounts & Mortgage Debt
|
Jun 07, 2025 |
|
Right Accounts in the Right Order - Earmarked Savings
|
Jun 06, 2025 |
|
Right Accounts in the Right Order - Non-Mortgage Debt
|
Jun 05, 2025 |
|
Right Accounts in the Right Order - 401k Match & HSA Contributions
|
Jun 04, 2025 |
|
Right Accounts in the Right Order - Liquidity First
|
Jun 03, 2025 |
|
Right Accounts in the Right Order - Prioritizing Your Savings as a Pre-Retiree in 2025
|
Jun 02, 2025 |
|
The American Dream Now Costs Over $4 Million | Recap
|
Jun 01, 2025 |
|
The American Dream: The Annual Vacation = $179,109
|
May 31, 2025 |
|
The American Dream: Houses & Cars = $1,741,395
|
May 30, 2025 |
|
The American Dream: Raising Pets & 2 Kids = $868,798
|
May 29, 2025 |
|
The American Dream: Retirement = $1,599,995
|
May 28, 2025 |
|
The American Dream: A Wedding & A Funeral = $52,753
|
May 27, 2025 |
|
The American Dream Now Costs Over $4 Million
|
May 26, 2025 |
|
Answering Your Questions | Recap
|
May 25, 2025 |
|
Should I Put My 401(k) Into The Stable Value Fund Right Now?
|
May 24, 2025 |
|
My Life Insurance Policy Is Expiring Soon. Should I Buy More?
|
May 23, 2025 |
|
I'm Retiring In Two Years. Should I Start Social Security At Retirement Or Wait Longer?
|
May 22, 2025 |
|
I'm Getting A Big Raise. What Should I Do With The Money?
|
May 21, 2025 |
|
Are We Headed For A Recession?
|
May 20, 2025 |
|
Answering Your Questions
|
May 19, 2025 |
|
How to Keep Your Focus (and Your Nerve) Amid Market Chaos | Recap
|
May 18, 2025 |
|
Practical Ways To Ensure You're Not Forced To Sell
|
May 17, 2025 |
|
This Time Is NOT Different
|
May 16, 2025 |
|
Better Off Dead
|
May 15, 2025 |
|
Don't Even Think About Owning It For 10 Minutes
|
May 14, 2025 |
|
Just Stop Looking At Your Investments
|
May 13, 2025 |
|
How to Keep Your Focus (and Your Nerve) Amid Market Chaos
|
May 12, 2025 |
|
10 Stupid Things People Waste Money On | Recap
|
May 11, 2025 |
|
Stupid Spending: A Big House & A New Car
|
May 10, 2025 |
|
Stupid Spending: Special Occasion & Fast Fashion
|
May 09, 2025 |
|
Stupid Spending: Door Dash Coffee & Overpaying for Convenience
|
May 08, 2025 |
|
Stupid Spending: Buy Now, Pay Later & Credit Card Interest
|
May 07, 2025 |
|
Stupid Spending: Luxury Handbags & Other Status Symbols
|
May 06, 2025 |
|
10 Stupid Things People Waste Money On
|
May 05, 2025 |
|
Going For The Gold: A Smart Hedge or Bad Investment? | Recap
|
May 04, 2025 |
|
If You're Going to Buy Gold, Do It This Way
|
May 03, 2025 |
|
Understanding What REALLY Drives Gold Prices
|
May 02, 2025 |
|
Reasons NOT To Invest In Gold, Especially Right Now
|
May 01, 2025 |
|
Reasons For Considering Gold In Your Portfolio
|
Apr 30, 2025 |
|
The 2025 Gold Rush
|
Apr 29, 2025 |
|
Going For The Gold: A Smart Hedge or Bad Investment?
|
Apr 28, 2025 |
|
Too Good To Be True: How to Spot & Stop Financial Scams Before It's Too Late | Recap
|
Apr 27, 2025 |
|
6 More Common Sense Steps You Can Take To Stop Scammers
|
Apr 26, 2025 |
|
Practice Good Online Hygiene To Combat Scams
|
Apr 25, 2025 |
|
Take A Pause Before Replying To Scammers
|
Apr 24, 2025 |
|
Scams To Watch Out For In 2025
|
Apr 23, 2025 |
|
AI Is Changing The Nature Of Scams
|
Apr 22, 2025 |
|
Too Good To Be True: How to Spot & Stop Financial Scams Before It's Too Late
|
Apr 21, 2025 |
|
Navigating Markets In Turmoil | Recap
|
Apr 20, 2025 |
|
Where Are The Opportunities Now?
|
Apr 19, 2025 |
|
I Can't Just Sit Here. What Can I Do?
|
Apr 18, 2025 |
|
Should I Make Changes To My Portfolio?
|
Apr 17, 2025 |
|
Can You Handle A Bear Market?
|
Apr 16, 2025 |
|
Is It Going To Get Worse?
|
Apr 15, 2025 |
|
Navigating Markets in Turmoil
|
Apr 14, 2025 |
|
40 Lessons: Humility
|
Apr 13, 2025 |
|
40 Lessons: Being A Better Person To The People I Love Most
|
Apr 12, 2025 |
|
40 Lessons: Generosity
|
Apr 11, 2025 |
|
40 Lessons: Focusing On What Matters
|
Apr 10, 2025 |
|
40 Lessons: Saving & Spending Money
|
Apr 09, 2025 |
|
40 Lessons: Building Character & Good Habits
|
Apr 08, 2025 |
|
40 Lessons: Parenting
|
Apr 07, 2025 |
|
40 Lessons: Health
|
Apr 06, 2025 |
|
40 Lessons: Dealing With People
|
Apr 05, 2025 |
|
40 Lessons: Investing
|
Apr 04, 2025 |
|
40 Lessons: Success
|
Apr 03, 2025 |
|
40 Lessons: Avoiding Money Stupidity
|
Apr 02, 2025 |
|
40 Lessons: My Own Inalienable Truths…And One Thing I've Learned From This Podcast
|
Apr 01, 2025 |
|
40 Life Lessons In 40 Years
|
Mar 31, 2025 |
|
Stocks Just Entered Correction Territory - What's Your Next Move? | Recap
|
Mar 30, 2025 |
|
Not All Corrections Are Alike
|
Mar 29, 2025 |
|
Stick To Your Long-Term Plan
|
Mar 28, 2025 |
|
Protect Your Portfolio By Reducing Your Exposure To The Riskiest Assets
|
Mar 27, 2025 |
|
The Problem of Complacency
|
Mar 26, 2025 |
|
What Is A Correction & What Does It Usually Mean?
|
Mar 25, 2025 |
|
Stocks Just Entered Correction Territory - What's Your Next Move?
|
Mar 24, 2025 |
|
Spring Break 2025
|
Mar 17, 2025 |
|
Trump's Tariff Turbulence | Recap
|
Mar 16, 2025 |
|
Reposition Into Safe Havens & Beef Up Your Cash
|
Mar 15, 2025 |
|
Hope For The Best, Prepare For A Bear Market
|
Mar 14, 2025 |
|
Don't Sell, Rebalance
|
Mar 13, 2025 |
|
Don't Panic! The Full Impact of Tariffs Will Take Time, But The Timing Is Really Bad
|
Mar 12, 2025 |
|
Is Trump's Bark Worse Than His Bite?
|
Mar 11, 2025 |
|
Trump's Tariff Turbulence
|
Mar 10, 2025 |
|
Longevity Risk - Will Your Money Last? | Recap
|
Mar 09, 2025 |
|
Planning Ahead For Health Care Costs To Reduce Longevity Risk
|
Mar 08, 2025 |
|
Combat Longevity Risk With A Solid Investment Portfolio
|
Mar 07, 2025 |
|
Start With A Lower Withdrawal Rate To Reduce Longevity Risk
|
Mar 06, 2025 |
|
Want To Reduce Longevity Risk? It's Simple. Work Longer.
|
Mar 05, 2025 |
|
Is Longevity Risk The Biggest Risk In Retirement?
|
Mar 04, 2025 |
|
Longevity Risk - Will Your Money Last?
|
Mar 03, 2025 |
|
Micciche Money Principles | Recap
|
Mar 02, 2025 |
|
Tips For Creating Your Own Family's Money Principles
|
Mar 01, 2025 |
|
Micciche Money Principles: Wealth & Estate Transfer
|
Feb 28, 2025 |
|
Micciche Money Principles: Teaching
|
Feb 27, 2025 |
|
Micciche Money Principles: Giving
|
Feb 26, 2025 |
|
Micciche Money Principles: Lifestyle, Income & Work
|
Feb 25, 2025 |
|
Micciche Money Principles
|
Feb 24, 2025 |
|
How to Minimize Stock Market Risk (Even if You're a Beginner!) | Recap
|
Feb 23, 2025 |
|
Focus On The Long Term To Manage Stock Market Risk
|
Feb 22, 2025 |
|
Managing Stock Market Risk with Proper Asset Allocation
|
Feb 21, 2025 |
|
Managing Stock Market Risk with Proper Diversification
|
Feb 20, 2025 |
|
Are You Your Worst Enemy When It Comes To Investing?
|
Feb 19, 2025 |
|
The Biggest Risk In The Stock Market Right Now
|
Feb 18, 2025 |
|
How to Minimize Stock Market Risk (Even if You're a Beginner!)
|
Feb 17, 2025 |
|
What Is Your Net Worth? | Recap
|
Feb 16, 2025 |
|
How Often You Should Update Your Net Worth Worksheet
|
Feb 15, 2025 |
|
Using Your Net Worth Worksheet To Track Your Financial Health
|
Feb 14, 2025 |
|
Net Worth Worksheet Walkthrough - Liabilities
|
Feb 13, 2025 |
|
Net Worth Worksheet Walkthrough - Assets
|
Feb 12, 2025 |
|
The Benefits of Calculating & Tracking Your Net Worth
|
Feb 11, 2025 |
|
What Is Your Net Worth?
|
Feb 10, 2025 |
|
How To Optimize Your HSA In 2025 | Recap
|
Feb 09, 2025 |
|
Using Your HSA In The Real World
|
Feb 08, 2025 |
|
Optimizing Your Investments In Your HSA
|
Feb 07, 2025 |
|
The HSA Is Still Worth It, Even If You Don't Use It All For Health Care Expenses
|
Feb 06, 2025 |
|
Invest Your HSA For The Long-Term
|
Feb 05, 2025 |
|
Understanding the Health Savings Account
|
Feb 04, 2025 |
|
How To Optimize Your HSA In 2025
|
Feb 03, 2025 |
|
Talk To You Next Week!
|
Jan 27, 2025 |
|
What I'm Reading in January 2025 | Recap
|
Jan 26, 2025 |
|
Just Say No To Private Investments
|
Jan 25, 2025 |
|
'New Year, New You' Doesn't Work
|
Jan 24, 2025 |
|
Your 401(k) Will Be Gone Within A Decade
|
Jan 23, 2025 |
|
On Bubble Watch - Howard Marks' Most Recent Memo
|
Jan 22, 2025 |
|
Morningstar Advises 3.7% Withdrawal For First Year Of Retirement
|
Jan 21, 2025 |
|
What I'm Reading In January 2025
|
Jan 20, 2025 |
|
2024 Economic & Market Commentary | Recap
|
Jan 19, 2025 |
|
Attractive Investment Opportunities In 2025
|
Jan 18, 2025 |
|
2024 Bond Market Commentary
|
Jan 17, 2025 |
|
2024 Stock Market Commentary
|
Jan 16, 2025 |
|
2024 Economic Commentary
|
Jan 15, 2025 |
|
2024 Economic & Market Recap
|
Jan 14, 2025 |
|
2024 Economic & Market Commentary
|
Jan 13, 2025 |
|
5 Expensive Things I Bought Last Year That Were Worth The Splurge | Recap
|
Jan 12, 2025 |
|
My Quality Time Splurge
|
Jan 11, 2025 |
|
In My Expensive Handbag Era
|
Jan 10, 2025 |
|
My Long Overdue Splurge That Will Be Worth It In The Long Run
|
Jan 09, 2025 |
|
The Thing I Promised Myself I Would Never Buy…But I Did It Anyway!
|
Jan 08, 2025 |
|
My Weirdest Splurge of The Year
|
Jan 07, 2025 |
|
5 Expensive Things I Bought Last Year That Were Worth The Splurge
|
Jan 06, 2025 |
|
The Best of 2024: The Retirement Bucket Withdrawal Strategy
|
Jan 05, 2025 |
|
The Best of 2024: The 4% Rule
|
Jan 04, 2025 |
|
The Best of 2024: Top Regrets from Retirees (NOT) buying Long-Term Care
|
Jan 03, 2025 |
|
The Best of 2024: Top Regrets from Retirees: Complicated Assets and Investments
|
Jan 02, 2025 |
|
The Best of 2024: What's the Best Long Term are Plan For Me?
|
Jan 01, 2025 |
|
The Best of 2024: Top Regrets from Retirees: Ignoring Inflation
|
Dec 31, 2024 |
|
The Best of 2024: Listener Question: Does the 4% Withdrawal Rule in Retirement Still Apply in this Higher Inflation Economy?
|
Dec 30, 2024 |
|
The Best of 2024: How Do I Budget for Retirement?
|
Dec 29, 2024 |
|
The Best of 2024: Worst SS Mistake: Not Maximizing Spousal Benefits
|
Dec 27, 2024 |
|
The Best of 2024: Should I do Roth Conversions?
|
Dec 26, 2024 |
|
Merry Christmas 2024!
|
Dec 25, 2024 |
|
The Best of 2024: Roth Conversions & Retirement Spending Strategies with Jeremey Keil
|
Dec 24, 2024 |
|
The Best of 2024: Top Regrets from Retirees: Failing to Plan
|
Dec 23, 2024 |
|
The Best of 2024: The Case For Higher Interest Rates For Longer: Sticky Inflation
|
Dec 22, 2024 |
|
The Best of 2024: Worst SS Mistake: Claiming Too Early
|
Dec 21, 2024 |
|
The Best of 2024: Retirement Mistake #3: Forgetting to Plan for Taxes
|
Dec 20, 2024 |
|
The Best of 2024: Get Your Free Social Security Comparison Report
|
Dec 19, 2024 |
|
The Best of 2024: How to Double Your Retirement Nest Egg in 10 Years
|
Dec 18, 2024 |
|
The Best of 2024: Retirement Mistake #2: Filing for Social Security at the Wrong Time
|
Dec 17, 2024 |
|
The Best of 2024: Most Popular Episodes
|
Dec 16, 2024 |
|
Changes Coming To Your 401(k) In 2025 | Recap
|
Dec 15, 2024 |
|
Finding Your Long Lost 401ks Just Got Easier
|
Dec 14, 2024 |
|
New 401k Savings Opportunities For Part-Time Workers
|
Dec 13, 2024 |
|
The Best of 2024: Retirement Mistake #1: Underestimating the Length Retirement
|
Dec 12, 2024 |
|
The Confusing New Catch Up Contribution Limits For Retirement Plans in 2025
|
Dec 12, 2024 |
|
(Slightly) Higher Retirement Contribution Limits for 2025
|
Dec 11, 2024 |
|
What Trump 2.0 Means For Your 401k In 2025
|
Dec 10, 2024 |
|
Changes Coming To Your 401(k) In 2025
|
Dec 09, 2024 |
|
Your Money Personality & Why It Matters | Recap
|
Dec 08, 2024 |
|
The Worrier Money Personality Type
|
Dec 07, 2024 |
|
The Most Dangerous Money Personality Type
|
Dec 06, 2024 |
|
The Saver-Splurger: The Most Tortured Personality Type
|
Dec 05, 2024 |
|
The Indifferent To Money Personality Type
|
Dec 04, 2024 |
|
The Compulsive Money Personalities
|
Dec 03, 2024 |
|
Your Money Personality & Why It Matters
|
Dec 02, 2024 |
|
The Life Changing Benefits of Becoming A More Grateful Person
|
Nov 25, 2024 |
|
10 Money Tips From A 10 Year Old | Recap
|
Nov 24, 2024 |
|
10 Money Tips From A 10 Year Old: Giving & Investing
|
Nov 23, 2024 |
|
10 Money Tips From A 10 Year Old: Putting Money In Perspective
|
Nov 22, 2024 |
|
10 Money Tips From A 10 Year Old: Spending Money
|
Nov 21, 2024 |
|
10 Money Tips From A 10 Year Old: Working Longer vs. Retiring
|
Nov 20, 2024 |
|
10 Money Tips From a 10 Year Old: Saving Money
|
Nov 19, 2024 |
|
10 Money Tips From A 10 Year Old
|
Nov 18, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | Recap
|
Nov 17, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Maximizing Retirement Account Contributions & Inherited IRA Strategies
|
Nov 16, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Tax Loss & Gain Harvesting
|
Nov 15, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - The Election Outcome & Roth Conversion Decisions
|
Nov 14, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth Conversions
|
Nov 13, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Donor Advised Funds
|
Nov 12, 2024 |
|
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy
|
Nov 11, 2024 |
|
Reflections on my No Spend October | Recap
|
Nov 10, 2024 |
|
How To Have Success With Your Own No Spend Month
|
Nov 09, 2024 |
|
Learning to Make a List for Everything I Want
|
Nov 08, 2024 |
|
My No Spend Month Fails
|
Nov 07, 2024 |
|
5 Most Valuable Things I Learned During My No Spend Month
|
Nov 06, 2024 |
|
My Rules For A No Spend Month
|
Nov 05, 2024 |
|
Reflections On My No Spend October
|
Nov 04, 2024 |
|
Register for November Office Hours on Thursday, 11/14!
|
Oct 28, 2024 |
|
Keep Calm & Vote On | Recap
|
Oct 27, 2024 |
|
Consecration Prayer For The Election
|
Oct 26, 2024 |
|
The Election's Implication For Investors If Trump Wins
|
Oct 25, 2024 |
|
The Election's Implication For Investors If Harris Wins
|
Oct 24, 2024 |
|
Historical Outcomes of the Election
|
Oct 23, 2024 |
|
Don't Like The President? Don't Let Your Feelings Change How You Invest
|
Oct 22, 2024 |
|
Keep Calm & Vote On
|
Oct 21, 2024 |
|
3rd Quarter 2024 Economic & Market Update | Recap
|
Oct 20, 2024 |
|
4th Quarter 2024 Outlook & Investment Opportunities
|
Oct 19, 2024 |
|
3rd Quarter 2024 Bond Market Update
|
Oct 18, 2024 |
|
3rd Quarter 2024 Stock Market Update
|
Oct 17, 2024 |
|
3rd Quarter 2024 Economic Update
|
Oct 16, 2024 |
|
3rd Quarter 2024 Economic & Market Recap
|
Oct 15, 2024 |
|
3rd Quarter 2024 Economic & Market Update
|
Oct 14, 2024 |
|
How Much Car Can You Afford In Retirement?| Recap
|
Oct 13, 2024 |
|
Calculating Affordability When Leasing or Financing
|
Oct 12, 2024 |
|
Calculating Affordability When Paying Cash
|
Oct 11, 2024 |
|
Weighing the Cash vs. Finance vs. Lease Decision
|
Oct 10, 2024 |
|
Making the New vs. Used Car Decision
|
Oct 09, 2024 |
|
Understanding The Current Car Market
|
Oct 08, 2024 |
|
How Much Car Can You Afford In Retirement?
|
Oct 07, 2024 |
|
The Worst Social Security Mistakes To Avoid | Recap
|
Oct 06, 2024 |
|
Worst Social Security Mistakes: Misunderstanding The Earnings Test
|
Oct 05, 2024 |
|
Worst Social Security Mistakes: Claiming Early Because Social Security Is Going "Bankrupt"
|
Oct 04, 2024 |
|
Worst Social Security Mistakes: Not Maximizing Spousal Benefits
|
Oct 03, 2024 |
|
Worst Social Security Mistakes: Claiming Too Early (Continued…)
|
Oct 02, 2024 |
|
Worst Social Security Mistakes: Claiming Too Early
|
Oct 01, 2024 |