Podcast Episodes
Back to SearchHow Much Cash Should You Hold in Retirement? (2026 Update)
Episode 162
How much cash should you have set aside as you enter the early years of retirement so you can weather market downturns without constant worry? In thi…
3 hours ago
Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?
Episode 161
Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over?
👉 Book a …
1 month ago
Stop Saving For Retirement... (Here's Why)
Episode 160
Do you really need to be saving more for retirement? What if it's costing you something you can't get back? Join me in this episode to hear a differe…
1 month, 1 week ago
Are You Waiting Too Long to Sell Winning Investments?
Episode 159
Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big wi…
1 month, 3 weeks ago
What Are the Best Strategies for Reducing RMDs?
Episode 158
Are you worried that required minimum distributions (RMDs) could force unnecessary taxable income and shrink your hard-earned retirement savings? In …
2 months, 1 week ago
The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)
Episode 157
Have you ever wondered if certain beliefs or rules of thumb about retirement could actually jeopardize your future instead of secure it? In this epis…
2 months, 3 weeks ago
The Lie That's Holding You Back From Retirement
Episode 156
You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In thi…
3 months ago
Avoid These 5 Retirement Mistakes Before It’s Too Late
Episode 155
You've spent decades saving for retirement, but are you about to make the same mistakes thousands of retirees only spot when it's too late? In this e…
3 months, 1 week ago
Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix
Episode 154
You're saving for retirement, but are you saving too much into the wrong accounts? Most retirees don't realize this common issue until it's too late.…
3 months, 2 weeks ago
The Mental Trap That's Sabotaging Your Retirement
Episode 153
Have you ever wondered if chasing “more” could actually make retirement harder instead of better? In this episode of Retirement Answers, Jacob is sha…
4 months ago