Podcast Episodes
Back to Search2023 Investment Recap and 2024 Market Outlook
Season 9 Episode 21
The stock market in 2023 didn't meet anyone's expectations, thankfully, in a good way. How did the performance catch so many experts by surprise, and…
2 years, 1 month ago
Best Ways to Save for Retirement Without a 401k
Season 9 Episode 20
If you don't have a 401(k) available to you at work, or you have one but no company match is offered, what are the best strategies to help you save f…
2 years, 2 months ago
The Most Common Financial Goals for 2024
Season 9 Episode 19
As the year comes to a close, what do you have your sights on to achieve in your finances in the year ahead? We're sharing the top 3 financial goals …
2 years, 2 months ago
What 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…
2 years, 2 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. Wh…
2 years, 2 months 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 Min…
2 years, 3 months 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 y…
2 years, 3 months 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 yo…
2 years, 3 months 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 pa…
2 years, 3 months 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…
2 years, 4 months ago