All Episodes
Episodes
Navigating the Shifting Economy: Is It Over Yet?
As uncertainty and volatility continue to plague the market, many Americans are wondering how to protect their retirement savings from the whims of day traders and overzealous politicians. With multiple competing...
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The 411 on Roth Conversions in 2023
How to make the most of your Roth conversion and squeeze every penny out of it. We're going to be talking about insider tips and tricks that they just don't tell you about.
What is a "Roth Conversion?"
As a financial...
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A New Investment to Get Off The Wall Street Coaster
Wanna get off that Wall Street roller coaster? This new investment from a leading ETF provider might be your ticket. Join us this week as we explore the new world of Annuity Alternatives.
In the world of cutting-edge...
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How To Protect Against Market Volatility
What's Up With The Volatility?
The big question on everyone's mind today is what's up with the volatility, will it get worse? Are we nearing a turning point...how much longer can it all continue? Here are my quick...
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Silicon Valley Bank and Your Retirement Accounts
What happened with Silicon Valley Bank and Signature Bank, and what does it mean for our retirement?
What happened with Silicon Valley Bank?
Silicon Valley Bank, a niche bank that focuses on the tech sector and funds...
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How to Not Run Out of Money in Retirement
One of the big questions we all have in retirement is, do we have enough money to retire? And how do we ensure that it lasts? Join us as we walk through how to answer these important questions in this week's episode...
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More In The Bank or Bigger Social Security Check?
More In The Bank or Bigger Social Security Check?
When planning for retirement, one of the biggest concerns is having enough money to support oneself during the golden years. People often wonder whether it's better to...
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File Early or File Late - The "Big" Social Security Question
Should you delay filing for Social Security or claim early, discover the surprising answer that trips most retirees up and can get you up to 175% more in benefits.
Can You Really Increase Your Social Security Benefits...
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Mortgages and Retirement...Should You Pay It Off Early?
Are you a homeowner who's ever wondered if you should be putting extra money toward paying down your mortgage? Well, you're in luck because, in this article, we're diving into the world of mortgages.
As a homeowner,...
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5 Easy Ways to Save On Taxes in Retirement
 Nobody likes to pay taxes, least of all the wealthy. Today we're going to talk about five ways you can save on your tax bill and keep more of your hard earned money.
Why do the 1% pay the least in taxes?
The tax code...
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Secure 2.0 Changes The Math for Roth Conversions
 Secure 2.0 Act made massive changes to retirement planning. Today we're going to explore its impact on Roth conversions and tax planning in retirement.
Secure 2.0 Act Recap
The Secure 2.0 Act brings about several...
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Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
 In today's episode, we dive into the newly passed Secure 2.0 Act and its impact on retirement calculations, from changes to contribution limits, RMDs, and new rules for 401k. This legislation has the potential to...
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