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Episode | Date |
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These 5 Tax Mistakes Will Waste Your Retirement Savings
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Aug 16, 2025 |
Retirement Tax Planning: What It Is (Actually) + Why It Matters
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Jul 28, 2025 |
The Widow's Tax Trap: What Is It & How To Avoid It
|
Jul 15, 2025 |
8 Important (But Little-Known) Rules To Know Before You Retire
|
Jul 05, 2025 |
5 Things to STOP Doing Before You Retire (And What To Do Instead)
|
Jun 27, 2025 |
18 Signs You Are Better Prepared for Retirement Than Most People
|
Jun 17, 2025 |
Retire NOW If You Answer YES to These 5 Questions
|
Jun 11, 2025 |
Why This Account Changes Everything in Retirement
|
Jun 03, 2025 |
Why Converting Everything to Roth is a MISTAKE
|
May 28, 2025 |
What Most Retirees Don't Know About Social Security Survivor Benefits
|
May 20, 2025 |
Social Security Spousal Benefits - Avoid These Common Mistakes
|
May 13, 2025 |
What You Can Do To Avoid The IRA Pro-Rata Rule
|
May 09, 2025 |
What The Top 1% of Retirees Do Differently From Everyone Else
|
May 06, 2025 |
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
|
May 02, 2025 |
10 Retirement Hacks That Will Save You Money
|
Apr 29, 2025 |
Recession-Proof Your Portfolio By Doing THIS
|
Apr 25, 2025 |
Why You Should STOP Doing Roth Conversions
|
Apr 22, 2025 |
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
|
Apr 18, 2025 |
This is the BEST Way To Do Roth Conversions
|
Apr 15, 2025 |
How To Plan For Long-Term Care in Retirement
|
Apr 11, 2025 |
Stock Market Crash? Take Advantage of These 3 Opportunities
|
Apr 08, 2025 |
How To Invest AFTER You Retire
|
Apr 01, 2025 |
DO THIS To Spend Confidently in Retirement
|
Mar 25, 2025 |
Sequence of Returns Risk: Should You Retire During a Recession?
|
Mar 19, 2025 |
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
|
Mar 12, 2025 |
6 Financial Goals to Reach By Age 60
|
Mar 04, 2025 |
How To Avoid The RMD Tax Trap
|
Feb 25, 2025 |
Every Retirement Plan Has This MAJOR Problem
|
Feb 19, 2025 |
5 Hidden Costs That Catch Retirees Off Guard
|
Feb 11, 2025 |
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
|
Feb 04, 2025 |
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
|
Jan 28, 2025 |
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
|
Jan 21, 2025 |
Every Good Retirement Plan Includes These 6 Things
|
Jan 14, 2025 |
If You Want to Retire in 2025, Do These 5 Things First
|
Jan 07, 2025 |
8 Common Mistakes That Could Ruin Your Retirement
|
Dec 24, 2024 |
The TRUTH About Social Security Taxation: How It Actually Works
|
Dec 17, 2024 |
Pension vs Lump Sum - Friday Q&A
|
Dec 06, 2024 |
4 Reasons to Retire ASAP
|
Dec 03, 2024 |
Friday Q&A: Why Am I So Anxious About Retirement?
|
Nov 29, 2024 |
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
|
Nov 26, 2024 |
Friday Q&A: Should We Pay Off Our House?
|
Nov 22, 2024 |
Should I Pay Off My Mortgage Before Retirement?
|
Nov 19, 2024 |
Is NOW A Good Time To Buy Stocks?
|
Oct 31, 2024 |
Ask This Question BEFORE You Retire
|
Oct 23, 2024 |
Here's When You Should Do Roth Conversions
|
Oct 01, 2024 |
How Much Cash Should I Hold in Retirement?
|
Sep 17, 2024 |
Stop Avoiding IRMAA!
|
Sep 11, 2024 |
6 Reasons to Spend Your Roth IRA in Retirement
|
Aug 27, 2024 |
Navigating Market Volatility in Retirement
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Aug 13, 2024 |
Watch Out for These 5 Investing Mistakes!
|
Jul 30, 2024 |
Tax-Savvy Retirement: Asset Location Explained
|
Jul 18, 2024 |
5 Ways to Reduce Your RMDs (& SAVE BIG)
|
Jul 02, 2024 |
Where Should I Pull Funds From First in Retirement?
|
Jun 25, 2024 |
7 Reasons NOT To Do Roth Conversions
|
Jun 11, 2024 |
How Much Money Do You ACTUALLY Need To Retire?
|
Jun 04, 2024 |
Will My Social Security Be Taxed?
|
May 28, 2024 |
Is Social Security Going to Run Out?!
|
May 21, 2024 |
3 Estate Planning Must-Haves
|
May 14, 2024 |
Inherited IRA Rules EXPLAINED (10-Year Rule)
|
May 07, 2024 |
Retirement Planning Do's & Don'ts
|
Apr 30, 2024 |
How Do Presidents Impact the Stock Market?
|
Apr 23, 2024 |
Avoid These 8 Retirement Mistakes
|
Apr 16, 2024 |
BIG NEWS & My Retirement Planning System
|
Apr 09, 2024 |
How Do Financial Advisors Get Paid?
|
Mar 26, 2024 |
5 Benefits of a Roth IRA in Retirement
|
Mar 19, 2024 |
How to Plan for Retirement Gap Years
|
Mar 12, 2024 |
How Much Income Will I Need in Retirement?
|
Mar 05, 2024 |
The Secret Ingredient to a Successful Retirement
|
Feb 27, 2024 |
Should I Take Social Security & Invest It?
|
Feb 20, 2024 |
Should I Prioritize Roth Conversions or Health Insurance Subsidies?
|
Feb 13, 2024 |
When is the Best Time to Retire?
|
Feb 06, 2024 |
5 Common Retirement Regrets (& How To Avoid Them)
|
Jan 30, 2024 |
Social Security Survivor Benefits: A Complete Guide
|
Jan 23, 2024 |
Last 5, First 5: The Most Important Years
|
Jan 16, 2024 |
3 Investment Principles to Live By
|
Jan 09, 2024 |
The Power of a One-Page Plan
|
Jan 02, 2024 |
Important Numbers to Know in 2024
|
Dec 26, 2023 |
Donor Advised Funds - How & When To Use Them
|
Dec 19, 2023 |
How to Retire in 2024 - 5 Steps To Take Now
|
Dec 12, 2023 |
The 4 Parts of a Successful Retirement Plan
|
Dec 05, 2023 |
Year-End Tax Planning Reminders for 2023
|
Nov 28, 2023 |
Retirement Investing Mistakes & How To Avoid Them
|
Nov 21, 2023 |
6 (Common) Roth Conversion Mistakes to Avoid!
|
Nov 14, 2023 |
The Complete Guide to Social Security Spousal Benefits
|
Nov 07, 2023 |
7 Common Retirement Fears (& How To Overcome Them)
|
Oct 31, 2023 |
2024 Social Security COLA & More
|
Oct 24, 2023 |
Spending with Confidence in Retirement
|
Oct 17, 2023 |
5 Ways to Use a HSA in Retirement
|
Oct 10, 2023 |
When Should I Take Social Security? 6 Things to Consider
|
Oct 03, 2023 |
Are You Ready For The Next Recession?
|
Sep 26, 2023 |
How to Pay 0% Capital Gains Tax
|
Sep 19, 2023 |
The Ultimate Guide to 401k Rollovers
|
Sep 12, 2023 |
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan
|
Sep 05, 2023 |
Backdoor Roth IRA: What it is + How it works
|
Aug 29, 2023 |
How to Pay Taxes on Roth Conversions
|
Aug 22, 2023 |
The Roth Conversion Sweet Spot
|
Aug 15, 2023 |
Watch Out for This BIG Retirement Tax Trap
|
Aug 08, 2023 |
The 3 Bucket Retirement Plan
|
Aug 01, 2023 |
5% CDs Are Not Good Investments
|
Jul 25, 2023 |
Asset Location - How It Saves You Taxes
|
Jul 18, 2023 |
5 Things To Do 5 Years From Retirement
|
Jul 11, 2023 |
Q&A Mailbag: Roth Conversions, Basis in IRAs, & Inherited Roth IRA Taxes
|
Jul 04, 2023 |
The Real Risk of Stocks
|
Jun 20, 2023 |
I'm 55, With $1 Million Saved. Can I Retire?
|
Jun 13, 2023 |
Your Retirement Plan is Wrong...
|
Jun 06, 2023 |
401k Catch-Up Contribution Changes in 2024 (SECURE Act 2.0)
|
May 30, 2023 |
Annuities (Part 2): Why I Don't Like Them
|
May 23, 2023 |
Annuities (Part 1): What Are Annuities?
|
May 16, 2023 |
5 Common Investing Mistakes to Avoid
|
May 09, 2023 |
How is Social Security Taxed?
|
May 02, 2023 |
How Much Do I Need To Retire?
|
Apr 25, 2023 |
$100k Tax-Free Retirement Income!
|
Apr 18, 2023 |
7 Tax Planning Tips to Consider
|
Apr 11, 2023 |
Tax Diversification
|
Apr 04, 2023 |
My Thoughts on Silicon Valley Bank
|
Mar 15, 2023 |
Taxes on Roth Conversions, How 401ks are Taxed, & Offsetting Dividends with Capital Losses
|
Mar 07, 2023 |
Naming Beneficiaries, Roth Limits, and Spousal Benefits
|
Feb 28, 2023 |
Are Bonds Still a Viable Investment Option?
|
Feb 21, 2023 |
SECURE Act 2.0: Changes to RMDs
|
Feb 14, 2023 |
Don't Be Too Conservative in Retirement
|
Feb 07, 2023 |
3 Things You Should Do BEFORE You Retire
|
Feb 01, 2023 |
3 Questions My Clients Are Asking Right Now
|
Jan 25, 2023 |
Roth IRA Distribution Rules
|
Jan 17, 2023 |
Understanding Social Security Survivor Benefits
|
Jan 10, 2023 |
Don't forget about the Taxable Investment Account!
|
Jan 03, 2023 |
Do I have to be receiving Social Security benefits to get the COLA?
|
Dec 27, 2022 |
Understanding Social Security Spousal Benefits
|
Dec 20, 2022 |
Intro
|
Dec 16, 2022 |