Podcast Episodes
Back to SearchRoth 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 shoul…
4 years 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 y…
4 years 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 tell…
4 years 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 de…
4 years 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 con…
4 years, 1 month 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 …
4 years, 1 month ago
How to Pay Off Your Mortgage Near Retirement
Season 7 Episode 32
With house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? Wh…
4 years, 1 month ago
Areas of Your Finances You Don’t Realize Are Connected
Season 7 Episode 31
Your financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach t…
4 years, 1 month ago
3 Ways Assets Transfer at Death
Season 7 Episode 30
When you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -…
4 years, 1 month ago
Tax Changes You Need to Be Aware of BEFORE You File
Season 7 Episode 29
Did you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may fa…
4 years, 2 months ago