Podcast Episodes

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Which is better, lifetime income from an annuity or a bond?

Episode 479

There is no such thing as a perfect investment, product, or strategy, which is why the comparison between a 30-year treasury vs an indexed annuity is…

10 hours ago

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Why the Surviving Spouse Carries More Risk

Episode 478

Michael Decker, NSSA® walks through the tax risk, longevity risk, healthcare risk, and other risks unique to the spouse who lives longer, and what ma…

3 days, 10 hours ago

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What If It Takes Year To Recover From a Market Crash

Episode 477

Michael Decker, NSSA® takes on a market-crash reserves question and a Roth conversion sizing question back-to-back, and why the right answer to each …

4 days, 10 hours ago

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How Retirees Plan for Healthcare Before Medicare Kicks In

Episode 476

Michael Decker, NSSA® answers a viewer question on retiring before 65, and how the options for covering healthcare before Medicare actually compare.


T…

5 days, 10 hours ago

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Why Complicated Doesn’t Mean Better

Episode 475

Michael Decker, NSSA® breaks down complicated investments like non-traded REITs, private credit, structured notes, and gold and crypto pitches, and t…

6 days, 10 hours ago

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How to Retire on Time, 9/1/26

Episode 474

Michael Decker, NSSA® walks through annuities, options trading, and "be your own bank" life insurance, what that word "guaranteed" does and doesn't a…

1 week ago

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What Happens to Your IRA After You're Gone

Episode 473

Two viewers ask about protecting their money after death, one from Medicaid and one from the IRS. The answers are more restrictive than either expect…

1 week, 3 days ago

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When Roth Conversions Might Not Be the Right Move

Episode 472

A high income earner asks about all the Roth conversion hype, and Michael Decker, NSSA® explains why her situation is when that advice falls apart.

Th…

1 week, 4 days ago

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When Your Advisor Fees Are More Than Your Tax Bill

Episode 471

Michael Decker, NSSA® runs the numbers on a million-dollar retirement account and shows how the advisor fee is twice as expensive as what the governm…

1 week, 5 days ago

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Tax Brackets Matter Less Than People Realize

Episode 470

There’s more to tax planning than looking at your income tax brackets Discover the different ways to take income and how to get the most out of your …

1 week, 6 days ago

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