Podcast Episodes
Back to SearchWhere to Draw Money From When Retiring Before Age 59.5
Season 8 Episode 6
Saving up for retirement using your 401(k), 403(b), IRA, and Roth IRA, all have one common limitation: withdrawing money from them before age 59.5 co…
3 years, 7 months ago
UnRetiring - Financial Impact of Returning to Work After Retiring
Season 8 Episode 5
More than ever people are returning back to work after retiring. Though most people plan to retire only once, should you reenter the workforce after …
3 years, 7 months ago
Crucial Financial Decisions Part 2
Season 8 Episode 4
Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial …
3 years, 8 months ago
Top 5 Crucial Financial Decisions
Season 8 Episode 3
Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial …
3 years, 8 months ago
Student Loan Cancellation - The Details and How to Make the Most of It
Season 8 Episode 2
The White House has announced the cancellation of up to $20,000 of Federal student loans for eligible borrowers. What are the details of the cancella…
3 years, 8 months ago
The Step Before Budgeting Most People Miss
Season 8 Episode 1
Budgeting can often time be the difference maker between having long-term financial balance and not. If you're ready to get started budgeting, there'…
3 years, 8 months ago
10 Social Security Facts You Need to Know
Season 7 Episode 52
Social Security plays an important role in your retirement, yet still, most people are unfamiliar with how Social Security works. Therefore, most peo…
3 years, 8 months ago
Should You Invest in I Bonds?
Season 7 Episode 51
Government savings bonds with an interest rate connected to inflation, I Bonds, are currently paying an interest rate greater than 9%. What are the p…
3 years, 9 months ago
The Most Common Surprises When Signing Up For Medicare
Season 7 Episode 50
The transition onto Medicare is the biggest health insurance transition you'll face in your life, coupled with the biggest health insurance decision …
3 years, 9 months ago
How to Avoid Nasty Tax Surprises
Season 7 Episode 49
Many people experienced unpleasant tax surprises when they filed their taxes in 2022, even more than in the past. We have CPA Ryan Fair on the show t…
3 years, 9 months ago