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Sep 23, 2023
Episode | Date |
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How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
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May 14, 2024 |
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
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May 07, 2024 |
3 Simple Steps to Determine If You Can Retire
|
Apr 30, 2024 |
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
|
Apr 23, 2024 |
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
|
Apr 16, 2024 |
At What Age Should I Work with a Financial Advisor?
|
Apr 09, 2024 |
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
|
Apr 02, 2024 |
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
|
Mar 26, 2024 |
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
|
Mar 19, 2024 |
Roth Conversion Strategies to Protect Your Spouse's Future Tax Burden
|
Mar 12, 2024 |
Should I Fund my Retirement Needs by Purchasing an Annuity?
|
Mar 05, 2024 |
How Should I Invest Bucket #1 of my Retirement Portfolio (3 Bucket Strategy)
|
Feb 27, 2024 |
At What Point Should I Take the Tax Hit on Unrealized Gains?
|
Feb 20, 2024 |
Maximize Your Early Retirement: Should You Save to 401k or Brokerage Accounts?
|
Feb 13, 2024 |
Safe Withdrawal Rate Myths: Debunking 3 Common 4% Rule Mistakes
|
Feb 06, 2024 |
Secrets to a Happy Retirement: What the Research Shows
|
Jan 30, 2024 |
What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?
|
Jan 23, 2024 |
How to Maximize Social Security Spousal Benefits
|
Jan 16, 2024 |
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
|
Jan 09, 2024 |
3 Ways to Protect Against Sequence of Return Risk in Retirement
|
Jan 02, 2024 |
Should We Sell Stocks to Make a Large Purchase?
|
Dec 26, 2023 |
Am I Crazy For Paying My Financial Advisor $25k/year?
|
Dec 19, 2023 |
When Should You Collect Social Security if Your Spouse is Much Older?
|
Dec 12, 2023 |
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
|
Dec 05, 2023 |
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
|
Nov 28, 2023 |
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
|
Nov 21, 2023 |
How to Teach Your Adult Children to Plan for Retirement
|
Nov 14, 2023 |
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
|
Nov 07, 2023 |
Does It Ever Make Sense to Purchase an Annuity?
|
Oct 31, 2023 |
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
|
Oct 24, 2023 |
Here's How a Pension Should Change Your Investment Strategy
|
Oct 17, 2023 |
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
|
Oct 10, 2023 |
How to Break Up with Your Financial Advisor
|
Oct 03, 2023 |
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
|
Sep 26, 2023 |
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
|
Sep 19, 2023 |
The Tax-Smart Way to Consolidate Your Retirement Accounts
|
Sep 12, 2023 |
The Retirement Portfolio Shift- How to Make the Transition Smoothly
|
Sep 05, 2023 |
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
|
Aug 29, 2023 |
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
|
Aug 22, 2023 |
What's the Best Way to Fund a Remodel During Retirement?
|
Aug 15, 2023 |
Here's the Right Way to Determine How Much Individual Stock to Hold
|
Aug 08, 2023 |
Ask Yourself This Question to Transform Your Retirement
|
Aug 01, 2023 |
What Age Should I Collect Social Security If I Don’t Need It?
|
Jul 25, 2023 |
Is It Possible to Have Too Much in Roth IRAs?
|
Jul 18, 2023 |
Do We Have Enough for Retirement? [Plus Bonus Worksheet]
|
Jul 11, 2023 |
Here's When It Makes Sense to Rent In Retirement
|
Jul 04, 2023 |
Everything You Need to Know About RMDs (Required Minimum Distributions)
|
Jun 27, 2023 |
[Case Study] How to Prepare for Early Retirement
|
Jun 20, 2023 |
Here’s How You Can Tell If a Roth Conversion Is Right For You
|
Jun 13, 2023 |
How to Manage Cash Reserves in Retirement
|
Jun 06, 2023 |
5 Things You'll Wish You Knew Before You Retired
|
May 30, 2023 |
What's the Best Way to Sell Out of a Concentrated Stock Position?
|
May 23, 2023 |
6 Financial Rules of Thumb to Avoid
|
May 16, 2023 |
How Should I Invest Proceeds from Selling My Home?
|
May 09, 2023 |
Plan Better: Financial Strategies vs Tactics
|
May 02, 2023 |
Avoid This Major Pitfall of Standard Withdrawal Strategies
|
Apr 25, 2023 |
4 Reasons You SHOULDN'T do a Roth Conversion
|
Apr 18, 2023 |
5 Reasons You Should Retire Now
|
Apr 11, 2023 |
How to Protect Your Most Important Financial Asset
|
Apr 04, 2023 |
How Much Umbrella Insurance Coverage Do You Need?
|
Mar 28, 2023 |
How to Supercharge Your Retirement with Deferred Comp Plans
|
Mar 21, 2023 |
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
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Mar 14, 2023 |
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
|
Mar 07, 2023 |
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
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Feb 28, 2023 |
How Much Do You Need to Retire?
|
Feb 21, 2023 |
Where Should I Invest Extra Income After Maxing My 401k?
|
Feb 14, 2023 |
What Should You Do With Your 401k When You Retire?
|
Feb 07, 2023 |
5 Steps To Create A Meaningful Retirement with Cyn Meyer
|
Jan 31, 2023 |
How to Use Roth Conversions to Protect Your Spouse's Future
|
Jan 24, 2023 |
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
|
Jan 17, 2023 |
8 Important Planning Opportunities From the SECURE Act 2.0
|
Jan 10, 2023 |
3 Steps to Make 2023 Your Best Year Yet
|
Jan 03, 2023 |
5 Wrong Assumptions People Make About Retirement
|
Dec 27, 2022 |
Is a Reverse Mortgage a Good "Plan B"?
|
Dec 20, 2022 |
When Does it Make Sense to Work with a Financial Advisor?
|
Dec 13, 2022 |
What Investments Should I Own in My Retirement Portfolio?
|
Dec 06, 2022 |
Are Withdrawal Rate Rules Still Applicable in Today's Markets?
|
Nov 29, 2022 |
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
|
Nov 22, 2022 |
Should You Get a 15 or 30 Year Mortgage?
|
Nov 15, 2022 |
How Should You Invest Your Bridge Account?
|
Nov 08, 2022 |
How to Plan Differently When Spouses Retire at Different Times
|
Nov 01, 2022 |
Why Are Bond Prices Falling & What to Do About It
|
Oct 25, 2022 |
5 Steps To Prepare For Retirement Today with Ari Taublieb
|
Oct 18, 2022 |
How Do You Know if You Have Enough to Retire?
|
Oct 11, 2022 |
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
|
Oct 04, 2022 |
A Story of What You Are Actually Investing In
|
Sep 27, 2022 |
What's the Best Way to Help My Kid Buy a Home?
|
Sep 20, 2022 |
How to Best Align Your Portfolio with Other Income Sources
|
Sep 13, 2022 |
Should Gold Be Part of Your Investment Portfolio?
|
Sep 06, 2022 |
What Are the Best Strategies for Reducing Required Minimum Distributions?
|
Aug 30, 2022 |
Avoid These Pitfalls of Asset Location
|
Aug 23, 2022 |
What's the Best Way to Teach Kids About Money and Investing?
|
Aug 16, 2022 |
What Return Should You Expect for a 60/40 Portfolio Going Forward?
|
Aug 09, 2022 |
How do State Taxes Impact Roth v. Traditional Considerations?
|
Aug 02, 2022 |
How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
|
Jul 26, 2022 |
How to Use Individual Stocks for Better Tax-Planning
|
Jul 19, 2022 |
How to Most Effectively Pull Funds Out of Your College Savings Account
|
Jul 12, 2022 |
How to Turn Real Estate Equity Into Income in Retirement?
|
Jul 05, 2022 |
Is Rental Real Estate a Good Idea in Retirement?
|
Jun 28, 2022 |
4 Steps to an Early Retirement with Ari Taublieb
|
Jun 21, 2022 |
How to Implement (And Do Better Than) the 4% Rule
|
Jun 14, 2022 |
How to Invest Different Portfolio "Buckets"
|
Jun 07, 2022 |
How to Become a Better Investor with Chad Hufford
|
May 31, 2022 |
How Should Withdrawal Rates Change if You Don't Have Any Legacy Goals?
|
May 24, 2022 |
How to Get Financially Organized
|
May 17, 2022 |
How to Enjoy Life Today While Also Preparing for the Future
|
May 10, 2022 |
The Complete Guide to Health Savings Accounts (HSA)
|
May 03, 2022 |
The 3 Most Important Mindset Shifts to Make Going Into Retirement
|
Apr 26, 2022 |
How Likely is it That You'll Run Out of Money in Retirement?
|
Apr 19, 2022 |
Investing for Longevity When There's a Spousal Age Gap
|
Apr 12, 2022 |
How Do Roth Conversions Impact Inheritance/Legacy?
|
Apr 05, 2022 |
Where Should You Pull Income in the First Year of Retirement?
|
Mar 29, 2022 |
4 Steps to Navigating Down Markets
|
Mar 22, 2022 |
What's the Best Way to Rebalance Your Portfolio?
|
Mar 15, 2022 |
How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
|
Mar 08, 2022 |
The 5 Most Important Parts of a Successful Financial Strategy
|
Mar 01, 2022 |
Should I Take My Pension as an Annuity or Lump Sum Rollover?
|
Feb 22, 2022 |
Should I Prioritize Health Insurance Subsidies or Roth Conversions?
|
Feb 15, 2022 |
How to Manage Roth Conversions Before Taxes Increase
|
Feb 08, 2022 |
How Do I Know if I Should Purchase Long-Term Care Insurance?
|
Feb 01, 2022 |
Why a Monte Carlo Analysis Is Not a Financial Plan
|
Jan 25, 2022 |
Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
|
Jan 18, 2022 |
Should I Invest in iBonds Paying 7.12%?
|
Jan 11, 2022 |
Key Planning Points to Consider When Retiring Before 65
|
Jan 04, 2022 |
How to Plan For Varying Withdrawal Needs In Retirement
|
Dec 28, 2021 |
How to Avoid the Risk of Working Too Long
|
Dec 21, 2021 |
Everything You Need to Know About The Roth IRA 5-Year Rule
|
Dec 14, 2021 |
How To Best Plan for Retirement Income Gap Years
|
Dec 07, 2021 |
How to Prioritize "Competing" Retirement Strategies
|
Nov 30, 2021 |
How Do I Invest My Own Personal Money?
|
Nov 23, 2021 |
Top 5 Avoidable Retirement Mistakes
|
Nov 16, 2021 |
Should I Collect Social Security Early and Invest It?
|
Nov 09, 2021 |
How to Choose Between Multiple Pension and Annuity Options
|
Nov 02, 2021 |
How Should You Invest to Take Advantage of The 4% Rule?
|
Oct 26, 2021 |
How to Prepare for a Career Change Before Retirement
|
Oct 19, 2021 |
Is it Time to Give Up on International Investments?
|
Oct 12, 2021 |
Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds
|
Oct 05, 2021 |
When Should I Stop Saving For Retirement?
|
Sep 28, 2021 |
How to Combine Retirement Planning with Legacy Planning
|
Sep 21, 2021 |
How to Manage Asset Allocation and Asset Location Leading Up to Retirement
|
Sep 14, 2021 |
Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment
|
Sep 07, 2021 |
Inflation Concerns: How Do We Protect Against Looming Inflation?
|
Aug 31, 2021 |
What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?
|
Aug 24, 2021 |
How Do I Plan for Longevity Without Sacrificing the "Good Years"?
|
Aug 17, 2021 |
When Does it Make Sense to Work with a Financial Planner?
|
Aug 10, 2021 |
How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
|
Aug 03, 2021 |
Should I Switch From Pre-tax to Roth 401(k)?
|
Jul 27, 2021 |
How Much Do People Actually Spend in Retirement?
|
Jul 20, 2021 |
Lessons Learned From History's Greatest Investors
|
Jul 13, 2021 |
5 Things You'll Wish You Knew Before You Retired
|
Jul 06, 2021 |
Pros and Cons of Dividend Investing
|
Jun 29, 2021 |
Here's the Mindset Shift People Struggle to Make in Retirement
|
Jun 22, 2021 |
Should I Purchase an Annuity With Part of My Portfolio?
|
Jun 15, 2021 |
[Case Study] How to Make the Right Decision With All of My Retirement Options?
|
Jun 08, 2021 |
How Should You Invest Once You Have More Than "Enough" to Retire?
|
Jun 01, 2021 |
Here's How I Do My Budget And Why Most Budgeting Doesn't Work
|
May 25, 2021 |
Financial Tune Up - What to Look For When Reviewing Your Estate Plan
|
May 18, 2021 |
Financial Tune Up - What to Look For When Reviewing Insurance Policies
|
May 11, 2021 |
Financial Tune Up - What to Look For When Reviewing Your Investments
|
May 04, 2021 |
Financial Tune Up - How to Review Your 2020 Tax Return
|
Apr 27, 2021 |
How to Navigate Required Minimum Distributions (RMDs)
|
Apr 20, 2021 |
At What Point Should I Consider Making Roth Conversions?
|
Apr 13, 2021 |
Should I Pay Off My Mortgage or Invest?
|
Apr 06, 2021 |
How to Create Purpose and Meaning in Retirement
|
Mar 30, 2021 |
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
|
Mar 23, 2021 |
How to Use Roth Conversions to Save Huge Amounts in Taxes
|
Mar 16, 2021 |
Can Capital Gains Push Me Into a Higher Tax Bracket?
|
Mar 09, 2021 |
Should I Invest a Lump Sum All at Once or Over Time?
|
Mar 02, 2021 |
What You Need to Know Before Coming Into a Large Sum of Money
|
Feb 23, 2021 |
How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
|
Feb 16, 2021 |
4 Common Investment Mistakes to Avoid
|
Feb 09, 2021 |
What's the Best Way to Save for a Short-Term Goal?
|
Feb 02, 2021 |
Understanding Social Security and How You Can Maximize Your Benefit
|
Jan 26, 2021 |
5 Steps to Design the Optimal Portfolio
|
Jan 19, 2021 |
Should I Just Own the S&P 500 Index?
|
Jan 12, 2021 |
4 Steps to an Early Retirement
|
Jan 05, 2021 |
Where Should I Pull Funds From First in Retirement?
|
Dec 29, 2020 |
How Should I Determine When to Collect Social Security If I'm Single?
|
Dec 22, 2020 |
What Would Biden's New Tax Plan Mean for You?
|
Dec 15, 2020 |
How to Invest at Stock Market All-Time Highs
|
Dec 08, 2020 |
6 "Hidden" Tax Savings Opportunities Before Year End
|
Dec 01, 2020 |
Don't Focus on These 5 Wrong Things
|
Nov 24, 2020 |
Should You Have a 100% Stock Portfolio in Retirement?
|
Nov 17, 2020 |
Where Should I Keep My Emergency Fund with Interest Rates so Low?
|
Nov 10, 2020 |
What's Better - Roth or Traditional 401k (or IRA)?
|
Nov 03, 2020 |
What Goals Should You Invest For?
|
Oct 27, 2020 |
Should You Use a Target Date Fund in Your 401k Plan?
|
Oct 20, 2020 |
How Soon Before Retirement Should I Begin Adjusting My Portfolio?
|
Oct 13, 2020 |
How Much Can I Safely Spend in Retirement?
|
Oct 06, 2020 |
Open Enrollment: How to Navigate Medicare Options?
|
Sep 29, 2020 |
5 Retirement Mistakes to Avoid Amidst Coronavirus
|
Sep 22, 2020 |
Retirement Uses for your Health Savings Account (HSA)
|
Sep 15, 2020 |
7 Ways to Plan Better with Roth IRAs
|
Sep 08, 2020 |
Should I Invest In Gold?
|
Sep 01, 2020 |
What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
|
Aug 25, 2020 |
How Will the Presidential Election Impact the Stock Market?
|
Aug 18, 2020 |
What are the Best Retirement Plan Options for the Self-Employed?
|
Aug 11, 2020 |
What Issues Do You Need to Consider For Aging Parents?
|
Aug 04, 2020 |
[Case Study] How to Turn Charitable Giving Into $100k+ Tax Deductions
|
Jul 28, 2020 |
What Issues Should You Consider Before Retiring?
|
Jul 21, 2020 |
Countdown to Retirement: Is Your Spouse Ready For You to Retire?
|
Jul 14, 2020 |
Countdown to Retirement: Do You Know What You'll Do When You Retire?
|
Jul 07, 2020 |
Countdown to Retirement: Have You Had Enough Work?
|
Jun 30, 2020 |
Countdown to Retirement: Do You Have Enough Money?
|
Jun 23, 2020 |
Is It Better to Pay Off Debt or Invest Going Into Retirement?
|
Jun 16, 2020 |
Will COVID-19 Cause Social Security to Run Out of Money?
|
Jun 09, 2020 |
How "Safe" is Too Safe For Your Retirement Portfolio?
|
Jun 02, 2020 |
Should I Take a Small Mortgage Into Retirement?
|
May 26, 2020 |
How Much Will It Cost For Me To Retire?
|
May 19, 2020 |
Should You Collect Social Security As Soon As You Retire?
|
May 12, 2020 |
What Should You Expect Taxes to Be in Retirement?
|
May 05, 2020 |
Lump Sum vs Annuity - Which Pension Option Should You Choose?
|
Apr 28, 2020 |
How Will This Bear Market Impact Your Retirement?
|
Apr 15, 2020 |
4 Easy Ways to Reduce Taxes In Retirement
|
Apr 14, 2020 |
Ready For Retirement Intro Episode
|
Mar 27, 2020 |