Podcast Episodes
Back to SearchHow Much Money Do You Need to Retire?
Season 9 Episode 4
Several surveys are done each year to clarify how much the average person needs to have saved up to retire. To have a confident retirement, there is …
2 years, 8 months ago
Most Confusing Issues When Planning for Retirement
Season 9 Episode 3
When planning for retirement, the most confusing issues are connected to some of the most important decisions you'll have to make. In today's episode…
2 years, 8 months ago
Advanced Planning Strategies Using a Donor Advised Fund
Season 9 Episode 2
Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In thi…
2 years, 8 months ago
How 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, 8 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, 8 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, 9 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, 9 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, 9 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, 9 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, 10 months ago