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| Episode | Date |
|---|---|
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Divorce in California Part 2: How Are Pension Benefits Calculated and Divided?
|
Sep 07, 2026 |
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Divorce in California Part 1: Understanding Pension Benefits
|
Aug 24, 2026 |
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How to Mitigate Taxes & Diversify a Large Stock Position: Part 2
|
Aug 10, 2026 |
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How to Mitigate Taxes & Diversify a Large Stock Position: Part 1
|
Jul 27, 2026 |
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IRA and 401(k) Planning Opportunities During Volatile Markets
|
Jun 29, 2026 |
|
The Real Cost of Divorce After 50 (And How to Not Pay It)
|
Jun 15, 2026 |
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Prices Keep Rising - Make Sure Your Money Rises With Them
|
Jun 01, 2026 |
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Encore - Retirement Income & Thoughts on Dividend Investing
|
May 04, 2026 |
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How to Fight Back Against Your Medicare IRMAA Surcharge
|
Apr 20, 2026 |
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How Are Restricted Stock Units (RSUs) Treated in a Divorce?
|
Apr 06, 2026 |
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Invest All at Once Or Gradually Over Time?
|
Mar 23, 2026 |
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What To Do With The House?: A Tax Planning Case Study for Families Looking to Fund Long-Term Care
|
Mar 09, 2026 |
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Encore: Betting the Farm
|
Feb 23, 2026 |
|
Tax Season Blunders to Learn From and Avoid
|
Feb 09, 2026 |
|
Strategies To Reduce Estate Taxes for High-Net-Worth Individuals
|
Jan 26, 2026 |
|
Frequently Asked Tax Questions During Divorce
|
Jan 12, 2026 |
|
I Want to Retire But I Have a 401(k) Loan & Are 401(k) Loans Double Taxed?
|
Dec 15, 2025 |
|
Tax Savings Opportunities For Retirees 65+ (Including Your Elderly Parents)
|
Nov 17, 2025 |
|
Navigating Financial Decisions Entering Widowhood
|
Nov 03, 2025 |
|
Annual Open Enrollment & Medicare Options in Retirement
|
Oct 20, 2025 |
|
Your Retirement Income Plan Can Make or Break You
|
Oct 06, 2025 |
|
Asset Protection Planning With Credit Freezes + Real Estate & Trusts
|
Sep 22, 2025 |
|
Should I Do Roth or Pre-Tax Retirement Contributions?
|
Sep 08, 2025 |
|
Investing in the Stock Market – Simplified
|
Aug 25, 2025 |
|
Naming a Revocable Trust as Your IRA Beneficiary: Smart Strategy or Tax Mistake?
|
Aug 11, 2025 |
|
Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
|
Jul 28, 2025 |
|
Professional Financial Advice or AI?
|
Jul 14, 2025 |
|
Q&A Hot Topic: Cash Value in Permanent Life Insurance
|
Jun 30, 2025 |
|
Are TIPS Worth Adding To Your Retirement Portfolio?
|
Jun 16, 2025 |
|
The "One Big Beautiful Bill": What The New Proposed Tax Law Changes Mean For You
|
Jun 02, 2025 |
|
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
|
May 19, 2025 |
|
5 Estate Planning Failures to Learn From
|
May 05, 2025 |
|
Can I Deduct Premiums Paid for Long-Term Care Insurance?
|
Apr 21, 2025 |
|
Talking Tariffs & The Impact on Your Portfolio + Listener Question: Social Security
|
Apr 07, 2025 |
|
Encore Episode: The Greatest Threat to Your Retirement Savings
|
Mar 24, 2025 |
|
Stock Market Bubbles
|
Mar 10, 2025 |
|
How To Decide Whether or Not To Do a Roth Conversion
|
Feb 24, 2025 |
|
The Danger of Picking Stocks
|
Feb 10, 2025 |
|
The Realities of Retirement
|
Jan 27, 2025 |
|
Social Security Reductions Eliminated for Some Federal and Public Workers!
|
Jan 13, 2025 |
|
6-Figure Income in Retirement & No Taxes!
|
Dec 30, 2024 |
|
Reconsider Growing Your Pre-Tax 401(k) or IRA
|
Dec 16, 2024 |
|
Key Changes in 2025 for Taxes, Retirement Savings, and Medicare
|
Dec 02, 2024 |
|
6 Year-End Tax Strategies for Your Investment Portfolio
|
Nov 18, 2024 |
|
Investors Are Missing Out on Nearly 16% of Investment Returns
|
Nov 04, 2024 |
|
Harris and Trump Tax Proposals and What They Mean for You
|
Oct 21, 2024 |
|
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
|
Oct 07, 2024 |
|
Should I Manage My Own Retirement Account After Retiring?
|
Sep 23, 2024 |
|
Should I Put My Rental Property in an LLC?
|
Sep 09, 2024 |
|
How to Reduce The Risk in Owning Too Much of One Stock & Save Taxes
|
Aug 26, 2024 |
|
Wills vs. Trusts vs. Title
|
Aug 12, 2024 |
|
Retirement Withdrawal Strategies + Excess Roth IRA Contribution Q&A
|
Jul 29, 2024 |
|
Does Using Life Insurance to Build Wealth Make Sense?
|
Jul 15, 2024 |
|
How to Analyze a Real Estate Deal
|
Jul 01, 2024 |
|
What to Expect When Investing During an Election Year
|
Jun 17, 2024 |
|
The Benefits and Rules of the Health Savings Account (HSA)
|
Jun 03, 2024 |
|
How to Adjust Your Tax Withholding
|
May 20, 2024 |
|
Funding Your Lifestyle in Retirement
|
May 06, 2024 |
|
The Benefits of Reviewing Your Tax Return
|
Apr 22, 2024 |
|
How Inflation Impacts Your Investments and Social Security WEP/GPO Q&A!
|
Apr 08, 2024 |
|
What You Need to Know About IRA and Roth IRA Contributions
|
Mar 25, 2024 |
|
Should I Get A Medicare Supplement or Advantage Plan?
|
Mar 11, 2024 |
|
Passing Large Retirement Accounts to Beneficiaries
|
Feb 26, 2024 |
|
Creating a Financial Affidavit for Divorce Negotiations
|
Feb 12, 2024 |
|
What to Know About Taxes When Deciding What State to Retire In
|
Jan 29, 2024 |
|
Financial Considerations for "Snowbirding" in Retirement
|
Jan 15, 2024 |
|
Minimizing Your Lifetime Tax Bill Early in Retirement
|
Dec 18, 2023 |
|
How to Protect Your Aging Parent Financially
|
Dec 04, 2023 |
|
Unique Challenges Women Often Face in Retirement
|
Nov 20, 2023 |
|
With Everything Going on in The World Right Now, Why Would I Invest?!
|
Nov 06, 2023 |
|
Health Insurance Options When Retiring Before You're Eligible for Medicare
|
Oct 23, 2023 |
|
Financial Strategies to Consider When Inheriting Money
|
Oct 09, 2023 |
|
Costly Mistakes To Avoid When Inheriting Money
|
Sep 25, 2023 |
|
Social Security Benefits Available to Widow(er)s
|
Sep 11, 2023 |
|
The Bucket Strategy
|
Aug 28, 2023 |
|
What is Financial Planning?
|
Aug 14, 2023 |
|
Business Owner Edition: How to Unlock the True Benefits of an S-Corporation, with Mike Jesowshek, CPA
|
Jul 31, 2023 |
|
Are Your Investments Truly Diversified?
|
Jul 17, 2023 |
|
Social Security Benefits After Divorce
|
Jul 03, 2023 |
|
The Claims Process for Long-Term Care Insurance, with Eileen Dunn: Long-Term Care Series, Part #4
|
Jun 19, 2023 |
|
Long Term Care Series, Part #3: How to Determine How Much Long-Term Care Insurance You Need, with Eileen Dunn
|
Jun 05, 2023 |
|
Long Term Care Series, Part #2: Understanding Long-Term Care Insurance & Partnership Programs, with Eileen Dunn
|
May 22, 2023 |
|
What is Long-Term Care & How Does It Work? With Eileen Dunn: Long Term Care Series, Part #1
|
May 08, 2023 |
|
Does Rental Property Make Sense in My Retirement Plan? With John Stanfield
|
Apr 24, 2023 |
|
Are Annuities a Good Idea for Retirees?
|
Apr 10, 2023 |
|
Your Retirement Income Plan Can Make or Break You
|
Mar 27, 2023 |
|
Shadow Taxes
|
Mar 13, 2023 |
|
What to Do When an Elderly Parent or Spouse Dies
|
Feb 27, 2023 |
|
How to Invest in Bonds in Retirement
|
Feb 13, 2023 |
|
Estate Planning in Retirement
|
Jan 30, 2023 |
|
What is a Roth Conversion and Why Should I Consider It?
|
Jan 16, 2023 |
|
Medicare Options in Retirement
|
Jan 02, 2023 |
|
The Greatest Threat to Your Life Savings
|
Dec 19, 2022 |
|
How To Build A Retirement Investment Portfolio
|
Dec 05, 2022 |
|
What To Do When Markets Are "Bad"
|
Nov 21, 2022 |
|
Preparing for Retirement Pt. 2
|
Nov 07, 2022 |
|
Preparing for Retirement Pt. 1
|
Oct 24, 2022 |
|
Social Security Lump Sum & The Start-Stop-Start Strategy
|
Oct 10, 2022 |
|
How to Use Tax Gain & Loss Harvesting
|
Sep 26, 2022 |
|
5 Tax & Estate Planning Tips for Retirement Accounts
|
Sep 13, 2022 |
|
Welcome to Retired-ish
|
Aug 05, 2022 |