Podcast Episodes
Back to SearchHow to Avoid Paying Taxes in Retirement
Season 9 Episode 1
No one likes paying taxes, but paying taxes in retirement can eat into your available income and leave you with less to live on. While taxes don't st…
2 years, 6 months ago
How to Avoid RMD in Retirement
Season 8 Episode 52
Once you reach age 73, soon to be 75, you must withdraw at least a minimum amount from your pre-tax retirement accounts each year, known as a Require…
2 years, 6 months ago
Student Loan Repayment Strategies
Season 8 Episode 51
After 3 years of forbearance, student loan payments are scheduled to restart this fall after the student loan forgiveness plan fell through. What is …
2 years, 6 months ago
5 Steps When Going From Employee to Contractor
Season 8 Episode 50
Whether it is a step towards semi-retirement, or a change in your work-life balance, more and more people are considering shifting from being an empl…
2 years, 7 months ago
Investment Halftime Report for 2023
Season 8 Episode 49
While most investors expected the first half of 2023 to underperform, the stock market rebounded nicely following a challenging 2022. What is driving…
2 years, 7 months ago
How to Shift Your Investment Portfolio at Retirement
Season 8 Episode 48
When saving for retirement, your investment portfolio is often growth-oriented and structured for the long term. But when you retire and start living…
2 years, 7 months ago
Can You Pull Money Out of Your 401k While Working?
Season 7 Episode 47
For most people, the 401k is your greatest wealth-building tool. As you build wealth, can you withdraw from it while working? We'll share the circums…
2 years, 7 months ago
5 Biggest Roth IRA Mistakes
Season 8 Episode 46
The Roth IRA and the use of tax diversification can provide a tremendous lift to your financial success and retirement. To use the Roth IRA effective…
2 years, 8 months ago
Health Insurance Options When Retiring Before Age 65
Season 8 Episode 45
Most people are aware of using Medicare when you turn 65, but what can you do about health insurance if you retire before age 65? Joined by Health In…
2 years, 8 months ago
Should You Invest in CDs Right Now?
Season 8 Episode 44
With CD rates over 5% right now, is it wise to invest in them? Their fixed maturity, predetermined interest rate, and FDIC insurance make them a low-…
2 years, 8 months ago