All Episodes
Episodes
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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Financial Planning in Times of Crisis: A Comprehensive Guide
Special Edition: Navigating Uncertainty in Unprecedented Times
Big news, folks! First, there was an assassination attempt on former President Trump, then a global tech outage, and now President Biden has dropped out...
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The Hidden Truths: What Brokers Don't Tell You About Mutual Funds
In this episode, we're diving into a hot topic that has stirred up quite a debate among financial experts: mutual funds. Are they the backbone of your retirement plan or a hidden obstacle on your path to financial...
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From Assets to Legacy: Transformative Estate Planning with GRATs, CRATs, and QPRTs
Let's dive into the heart of smart estate planning with our latest discussion featuring the knowledgeable Azriel J. Baer, a standout in the world of estate planning and trust administration. Today, we're unraveling...
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Future-Proof Your Wealth: How SLATs Can Shield Your Estate
Today, we're diving into the intriguing world of estate planning with a special focus on the not-so-well-known but incredibly potent Spousal Lifetime Access Trust, or SLAT for short.
Joining us this week, is our...
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