Podcast Episodes
Back to SearchHow to Invest if Nearing Retirement
Season 8 Episode 16
Retiring in the midst of financial turmoil can be a daunting task, but with the right strategy and comprehensive approach to your financial life, it …
3 years, 5 months ago
End of Year Tax Planning Strategies for 2022
Season 8 Episode 15
As the end of 2022 approaches, it leaves just a few weeks to complete some essential tax planning before it's too late. Roth Conversions, tax loss ha…
3 years, 5 months ago
3 Tax Planning Strategies Are Getting Better in 2023
Season 8 Episode 14
There are 3 tax planning strategies that are being enhanced in 2023. In today's episode, we're discussing how they are being improved, what the benef…
3 years, 5 months ago
Will the Social Security COLA Raise Your Taxes?
Season 8 Episode 13
Social Security recipients will be receiving a significant Cost of Living increase for 2023. While this is a welcome benefit to retirees, it could me…
3 years, 5 months ago
5 Ways to Catch Up on Retirement Savings
Season 8 Episode 12
The new retirement plan contribution limits are out for 2023 and it’s great news if you need to catch up on your retirement contributions. What are s…
3 years, 6 months ago
Medicare Rates and Open Enrollment for 2023
Season 8 Episode 11
Medicare Open Enrollment for 2023 is from October 15 through December 7th. We're covering what you need to know about open enrollment, what actions y…
3 years, 6 months ago
Retire Confidently in Uncertain Times
Season 8 Episode 10
Were you hoping to retire at the end of 2022 or in the near future, but now unsure if you can do so given this year's stock market performance? How c…
3 years, 6 months ago
Should You Get Life Insurance For Your Kids?
Season 8 Episode 9
Should you carry life insurance on your young, dependent children? Emotionally you may feel that you absolutely should, but financially, is this a wi…
3 years, 6 months ago
Financial Planning Opportunities in Down Markets
Season 8 Episode 8
The market downturn thus far in 2022 is emotionally challenging to handle, however, it does present savvy investors with unique financial planning op…
3 years, 7 months ago
What Is IRMAA and How to Avoid It
Season 8 Episode 7
If your income is above certain thresholds leading up to or in retirement, you may be required to pay a higher amount for your Medicare parts B and D…
3 years, 7 months ago