Podcast Episodes
Back to SearchWhat Is Your Retirement Score?
Season 9 Episode 18
A ranking of the world's retirement systems scored the U.S. a C+ in retirement. What factors contributed to this score, and more importantly, what is your retirement score? We're helping you ace your…
Published on 1 year, 11 months ago
How to Manage Rising Insurance Rates
Season 9 Episode 17
Home and auto insurance rates continue to rise due to ongoing inflationary pressures, increased large claims, and a low supply of goods and labor. While you cannot influence these trends and how they…
Published on 2 years ago
Common RMD Mistakes to Avoid
Season 9 Episode 16
Once you reach age 73 it is required that you withdraw at least a minimum amount out of your pre-tax retirement accounts each year. This Required Minimum Distribution (RMD) might seem straightforward…
Published on 2 years ago
Backdoor Roth and Mega Backdoor Roth Strategies
Season 9 Episode 15
If your income is above the Roth IRA contribution limit, what creative strategies exist for you to get dollars into a Roth IRA to grow tax-free for your future? The backdoor Roth and mega backdoor Ro…
Published on 2 years ago
Year-End Tax Planning Strategies for 2023
Season 9 Episode 230
As the year is ending, little time remains for you to do your year-end tax planning for 2023. With the goal of paying the least amount of tax over your lifetime, what strategies exist for you in 2023…
Published on 2 years ago
The Most Dangerous Assumptions in Retirement Planning
Season 9 Episode 13
To best plan for retirement, you must make several key assumptions about the future: when you'll retire, how much you'll spend, if you will have a part-time job, and many others. These assumptions wi…
Published on 2 years, 1 month ago
Is It Possible to Do Too Much Roth Conversion?
Season 9 Episode 12
The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow tax-free for the rest of your life. Should you co…
Published on 2 years, 1 month ago
Most Common Questions When Enrolling in Medicare
Season 9 Episode 11
The transition into Medicare can be a confusing one, given the different choices you have and the way Medicare is structured. To help you plan ahead and answer some of the most common questions when …
Published on 2 years, 1 month ago
Tax Law Changes for 2024 From SECURE Act 2.0
Season 9 Episode 10
The SECURE Act 2.0 which was passed late in 2023 introduced nearly 100 tax law changes that would take effect in the near future, with some of the most impactful starting in 2024. We're sharing the t…
Published on 2 years, 1 month ago
Creative Funding Strategies for the HSA
Season 9 Episode 9
If you have an HSA, you're familiar with the traditional funding strategies, but there are other, more creative, strategies. We're discussing advanced funding strategies for your HSA, like transferri…
Published on 2 years, 2 months ago