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Episodes
Roth Conversions During a Market Correction
Market downturns can be nerve-wracking, but did you know they can also present unique financial opportunities?
Learn how to:
- Spot the difference between a short-term dip and a prolonged downturn.
- Leverage market...
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Buy The Dip
Should You Really Buy the Dip? The Truth for Retirees When the market drops, it seems like the perfect time to buy — but is buying the dip really a smart move, especially when you're nearing retirement? In this...
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Which Accounts to Spend Down First
One of the most challenging questions for retirees is deciding which accounts to withdraw from first — and making the wrong choice can have lasting financial consequences. Should you start with taxable accounts,...
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Planning Beyond Social Security
Is Social Security running out? In this episode, we break down the challenges facing Social Security, what it means for your retirement, and how you can plan ahead. Don’t get caught off guard—learn how to protect your...
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3 Steps to Protecting Your Portfolio in Uncertain Times
Learn how to boost liquidity, reassess asset allocation, and refine your withdrawal strategy to weather economic downturns. Stay ahead of market uncertainty!
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Trade Wars
Trade wars can have a major impact on your retirement savings. In this episode, we break down how global trade conflicts affect inflation, investments, and taxes—and what you can do to protect your nest egg. Stay...
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Tax Saving Moves
Explore essential tax-saving moves for retirees before 2025. Learn about Roth conversions, tax-loss harvesting, and securing your financial future.
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Predictions for 2025
Navigate 2025 market uncertainty with expert tips for retirees. Learn strategies for diversification, income planning, and tax efficiency to secure your future.
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Emergency Planning
Preparing financially for natural disasters is an essential part of retirement planning. Read about the strategies that will help you safeguard your financial future.
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A New Tech Bubble?
Learn valuable lessons from the tech bubble to secure your retirement. Discover smart strategies like diversification, managing FOMO, and planning for market volatility. Let us help you build a strong financial future!
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Low Interest Rate World
Learn smart strategies to secure steady returns in a low-interest rate world. Discover tips for retirement planning and minimizing risk with expert advice.
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Navigating the 2026 Tax Changes: How YieldsForYou.com Can Help
Navigating the Sunset of the Tax Cut and Jobs Act: A Guide for Retirees
Welcome to a practical rundown on the Tax Cut and Jobs Act and its implications, particularly as we edge closer to its scheduled expiration in...
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