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| Episode | Date |
|---|---|
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5 Investment That Don’t Belong in Your Taxable Accounts, Ep #123
|
Sep 23, 2025 |
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The Tax-Savvy Way to Self-Fund Long-Term Care, Ep #122
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Sep 16, 2025 |
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Trump Accounts: $1,000 Government Money for Babies Born 2025-2028, Ep #121
|
Sep 02, 2025 |
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This Won't Last Forever, Ep #120
|
Aug 28, 2025 |
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Why You Shouldn’t Leave Your HSA to Your Kids, Ep #119
|
Aug 27, 2025 |
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Using The ‘Gap Years’ Effectively for Retirement Tax Planning, Ep #118
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Aug 21, 2025 |
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Why You Should Retire Sooner Than You Think, Ep #117
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Jul 30, 2025 |
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I Removed Myself from the Organ Donor Registry After Reading This, Ep # 116
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Jul 25, 2025 |
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Trump's One Big Beautiful Bill: 9 Changes That Matter Most, Ep #115
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Jul 23, 2025 |
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10 Things I Learned About Long Term Care From My Grandparents, Ep #114
|
Jul 09, 2025 |
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Great News: You Don't Need to Rush Roth Conversions Anymore (Here's Why), Ep# 113
|
Jul 03, 2025 |
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Reflecting on the Great Stock Market Crash of 2025, Ep #112
|
Jun 26, 2025 |
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George W Bush Was Right About Social Security, Ep #111
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Jun 24, 2025 |
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The Top 6 Investment Mistakes Retirees Make, Ep #110
|
Jun 13, 2025 |
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The Spending Debate No One, Including Elon And Trump, Wants To Have Ep #109
|
Jun 11, 2025 |
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Protecting Your Property From Deed Fraud, Ep #108
|
Apr 16, 2025 |
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A Pretty Appealing Long Term Care Service, Ep #107
|
Apr 09, 2025 |
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If You're Over 80 You Need To Avoid The Stairs, Ep #106
|
Apr 02, 2025 |
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Don't Go Out Like Gene Hackman, Ep #105
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Mar 26, 2025 |
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Don’t Liquidate Your Account Because of The Trump Tariff Wars. Do This Instead. Ep #104
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Mar 21, 2025 |
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4 Thoughts On The Trump Tariff Wars, Ep #103
|
Mar 20, 2025 |
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5 Ways To Make Your Home Easier As You Age, Ep #102
|
Aug 28, 2024 |
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6 Retirement Financial Myths to Avoid, Ep #101
|
Aug 20, 2024 |
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Planning For Your Passing, Ep #100
|
Aug 13, 2024 |
|
Is Universal Basic Income Coming To America? Ep #99
|
May 13, 2024 |
|
The Only Annuity Strategy I Would Ever Use, Ep #98
|
May 13, 2024 |
|
The Downside of Diversification, Ep #97
|
Apr 29, 2024 |
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How The Financial Media Persuades (Or Manipulates) You, Ep #96
|
Apr 29, 2024 |
|
How To Retire: DIY or Hire A Financial Planner? (Part 11 of 11), Ep #95
|
Sep 15, 2023 |
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How To Retire: Creating (or Reviewing) Your Estate Plan (Part 10 of 11), Ep #94
|
Sep 15, 2023 |
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How To Retire: Getting What You Deserve From Social Security and Medicare (Part 9 of 11), Ep # 93
|
Sep 14, 2023 |
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How To Retire: Paying For Long Term Care (Part 8 of 11), Ep # 92
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Sep 14, 2023 |
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How To Retire: Investing To And Through Retirement (Part 7 of 11), Ep # 91
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Sep 14, 2023 |
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How To Retire: Paying Less In Lifetime Taxes (Part 6 of 11), Ep # 90
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Sep 13, 2023 |
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How To Retire: Using Asset Location To Be Tax Savvy (Part 5 of 11), Ep #89
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Sep 13, 2023 |
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How To Retire: The Math Behind Your Retirement Paycheck (Part 4 of 11), Ep #88
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Sep 12, 2023 |
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How To Retire: Determine Your Retirement Expenses (Part 3 of 11), Ep #87
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Sep 12, 2023 |
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How To Retire: Create Your Retirement Goals (Part 2 of 11), Ep #86
|
Sep 11, 2023 |
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How To Retire: Getting Your Financial House Organized (Part 1 of 11), Ep #85
|
Sep 11, 2023 |
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Introducing "How To Retire," an 11 Episode Series, Ep#84
|
Sep 11, 2023 |
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Beware The Financial "Experts" Ep #83
|
Jul 07, 2023 |
|
What Happens When You Mix Politics and Investing? Ep #82
|
Jul 07, 2023 |
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Making Sense Of Inflation, the Federal Reserve and the Stock Market | And What To Do Next, Ep #81
|
Oct 07, 2022 |
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10 Investing + Retirement Tips From Warren Buffett + Charlie Munger, Ep #80
|
Sep 14, 2022 |
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How To Think About Bonds In Retirement, Ep #79
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Jul 20, 2022 |
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Two Things About Retirement Expenses You Must Know, Ep #78
|
Jul 06, 2022 |
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Trying To Catch Up On Retirement Savings? Don’t Do This. Ep #77
|
Jun 29, 2022 |
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Should You Invest In Crypto? Ric Edelman Says Yes. I'm Not So Sure. Ep #76
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Jun 22, 2022 |
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Keep Your Investments SIMPLE As You Retire, You Don't Need Complexity And High Fees, Ep #75
|
Jun 08, 2022 |
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3 Reasons Why I Disagree With Warren Buffett's Investment Advice, Ep #74
|
May 25, 2022 |
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AVOID THIS when hiring a Financial Advisor, Ep #73
|
May 18, 2022 |
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This Is EXACTLY What I Would Do If I Was 60 And Had Nothing Saved For Retirement, Ep #72
|
May 11, 2022 |
|
Elon Musk, Twitter, and Your Retirement, Ep #71
|
May 04, 2022 |
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6 Things To Do Before You Retire, Ep # 70
|
Apr 27, 2022 |
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The most important thing to do BEFORE you retire, Ep #69
|
Apr 20, 2022 |
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15 Things I Wish Every Retiree Knew, Ep #68
|
Apr 13, 2022 |
|
4 Reasons Women Are Better Investors Than Men, Ep #67
|
Apr 06, 2022 |
|
My Investing Philosophy, Ep #66
|
Mar 30, 2022 |
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7 Questions To Ensure You Are Fully Diversified, Ep #65
|
Mar 23, 2022 |
|
ETF vs Mutual Fund: Which is Better? Ep #64
|
Mar 16, 2022 |
|
When Should I Consider Selling My Stocks? Ep #63
|
Mar 09, 2022 |
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5 Tips For Navigating Down Markets, Ep #62
|
Mar 02, 2022 |
|
Active vs Passive Investing: Which Strategy is Better? Ep #61
|
Feb 23, 2022 |
|
Avoiding A Deadly Investment Sin, Ep #60
|
Feb 16, 2022 |
|
Huge Tax Bills Caused By Poor Asset Location, Ep #59
|
Feb 09, 2022 |
|
The Essentials Of Asset Location, Ep #58
|
Feb 02, 2022 |
|
Don't Fall For This Social Security Fear, Ep # 57
|
Jan 26, 2022 |
|
4 Money Tasks to Take Off Your To-Do List, Ep #56
|
Jan 19, 2022 |
|
What Risk and Volatility Mean For Your Retirement Income, Ep #55
|
Jan 12, 2022 |
|
3 Reasons 2022 Might Be A Bad Year To Retire, Ep #54
|
Jan 05, 2022 |
|
What Matters Most, Ep # 53
|
Dec 29, 2021 |
|
3 Charitable Strategies For Retirees in 2021, Ep #52
|
Dec 22, 2021 |
|
5 Reasons NOT To Do A Roth Conversion Ep #51
|
Dec 15, 2021 |
|
Is The 4% Rule Now The 3.3% Rule? Ep #50
|
Dec 08, 2021 |
|
Should You Do A Giant Roth Conversion? Ep #49
|
Dec 01, 2021 |
|
Are Your Returns Less Than The Market? The Behavior Gap Is At Fault Ep #48
|
Nov 24, 2021 |
|
What's The Value Of A Great Financial Planner? #47
|
Nov 17, 2021 |
|
The Biggest Threat To Your Retirement That You Don’t Know About, Ep #46
|
Nov 10, 2021 |
|
How To Retire: A Proven 10 Step Process, Ep #45
|
Nov 03, 2021 |
|
8 Health Care Questions You Need To Answer (Or Someone Else Will!) Ep #44
|
Oct 27, 2021 |
|
What Is Probate? And Why You Might Want To Avoid It #43
|
Oct 20, 2021 |
|
What are the similarities and differences between a Will and Trust? Ep #42
|
Oct 13, 2021 |
|
What Is An Estate Plan? 6 Key Elements Ep #41
|
Oct 06, 2021 |
|
Should You Invest At Stock Market Highs? Ep #40
|
Sep 29, 2021 |
|
4 Ways To Protect Your Retirement From Inflation, Ep #39
|
Sep 22, 2021 |
|
What Is Inflation And Why Is It So High Right Now? Ep #38
|
Sep 15, 2021 |
|
Annuities 101 + Pros and Cons As An Income Stream, Ep #37
|
Sep 08, 2021 |
|
3 Ways To Create A Retirement Paycheck, Ep #36
|
Sep 01, 2021 |
|
Should You Use The 4% Rule To Create An Income In Retirement? Ep #35
|
Aug 25, 2021 |
|
Pros and Cons of Rental Real Estate Income In Retirement, Ep #34
|
Aug 18, 2021 |
|
How I Helped Elvis Presley, Ep #33
|
Aug 11, 2021 |
|
Should I Get a Reverse Mortgage In Retirement? Ep #32
|
Aug 04, 2021 |
|
How Will I Generate An Income In Retirement? Ep #31
|
Jul 28, 2021 |
|
5 Expenses That Could Go Down In Retirement, Ep #30
|
Jul 21, 2021 |
|
5 Biggest Expenses In Retirement, Ep#29
|
Jul 14, 2021 |
|
How Much Will I Spend In Retirement? Ep #28
|
Jul 07, 2021 |
|
8 Ways To Pay For Long Term Care Needs, Ep #27
|
Jun 30, 2021 |
|
5 Common Long Term Care Questions, Ep #26
|
Jun 23, 2021 |
|
What Types of Long Term Care Are There? Ep #25
|
Jun 16, 2021 |
|
What Is Long Term Care? Ep #24
|
Jun 09, 2021 |
|
Consider These 5 Things Before Retiring Overseas, Ep #23
|
Jun 02, 2021 |
|
Downsizing Homes In Retirement, Ep #22
|
May 26, 2021 |
|
A Politician Gets An Education On Taxes, Ep #21
|
May 19, 2021 |
|
How To Start Lowering Or Eliminating Your Taxes In Retirement, Ep #20
|
May 12, 2021 |
|
Top 5 Retirement Planning Mistakes, Ep #19
|
May 05, 2021 |
|
How To Know You Are Ready To Retire, Ep #18
|
Apr 28, 2021 |
|
Should You Have A Mortgage In Retirement? Ep #17
|
Apr 21, 2021 |
|
5 Health Insurance Options Before 65, Ep #16
|
Apr 14, 2021 |
|
4 Questions to Ask Yourself Before Retiring In a Different State, Ep #15
|
Apr 07, 2021 |
|
Tax Free Retirement Case Study, Ep # 14
|
Mar 31, 2021 |
|
6 Steps To A Tax Free Retirement, Ep #13
|
Mar 24, 2021 |
|
Thinking Of Leaving California? Here's Two Tax Things You Need To Do, Ep #12
|
Mar 17, 2021 |
|
5 Financial Threats Facing Our Country, Ep #11
|
Mar 10, 2021 |
|
Lowest Tax Rates Of Our Lifetime? Ep #10
|
Mar 03, 2021 |
|
Social Security and Taxes, Ep #9
|
Feb 24, 2021 |
|
3 Common Social Security Mistakes to Avoid, Ep #8
|
Feb 17, 2021 |
|
Spousal, Widow, and Divorcee Benefits, Ep #7
|
Feb 10, 2021 |
|
Playing The Long Game By Delaying Your Social Security Benefits, Ep #6
|
Feb 03, 2021 |
|
Understanding Your Social Security Options, Ep #5
|
Jan 27, 2021 |
|
How Much Will Medicare Cost?, Ep#4
|
Jan 20, 2021 |
|
Top 3 Medicare Mistakes to Avoid, Ep #3
|
Jan 13, 2021 |
|
What's The Difference Between Medicare Advantage and Medicare Supplement, Ep #2
|
Jan 07, 2021 |
|
3 Key Things To Know About Medicare, Ep #1
|
Jan 07, 2021 |
|
Intro To Retirement Clarity Radio
|
Jan 07, 2021 |