Podcast Episodes
Back to SearchFinancial Planning In Your 60s
Season 7 Episode 42
The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the most important decisions you will face in your 60s d…
Published on 3 years, 6 months ago
Financial Planning In Your 70s
Season 7 Episode 41
Depending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time to discuss what important financial decisions nee…
Published on 3 years, 6 months ago
Do You Need to Take RMD From a Roth 401(k)?
Season 7 Episode 40
The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(k)? We're covering that topic and answering other …
Published on 3 years, 6 months ago
Changes to Investments During This Volatile Market
Season 7 Episode 39
Although a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might markets bottom, and what adjustments should you make…
Published on 3 years, 7 months ago
Roth Conversion Steps to Follow
Season 7 Episode 38
There are times when you should consider a Roth Conversion, and times in your financial life when it doesn't make sense. For the times when you should consider doing one, what steps should you follow…
Published on 3 years, 7 months ago
How To Avoid 10% Early Withdrawal Penalty
Season 7 Episode 37
If you need to access your IRA after turning age 59.5, you are able to do so and pay the taxes on your withdrawal without penalty. However, what if you need to access your funds before that age? What…
Published on 3 years, 7 months ago
Worst Ways to Draw Money From Retirement Accounts
Season 7 Episode 36
When you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are telling you the worst ways to withdraw money from reti…
Published on 3 years, 7 months ago
Biggest Financial Surprises in Retirement
Season 7 Episode 35
When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? …
Published on 3 years, 7 months ago
Is Now the Time to Lease a Car?
Season 7 Episode 34
Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to consider leasing a vehicle? We'll help you decide in …
Published on 3 years, 8 months ago
How a Password Manager Can Help Your Estate Plan
Season 7 Episode 33
A password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what a password manager is and how they work in this ep…
Published on 3 years, 8 months ago