Podcast Episodes
Back to Search
Don't Miss the Roth Conversion Window
Episode 209
Nobody likes paying taxes. So when someone hears that a Roth conversion requires paying taxes today, it's understandable that they hesitate. But what…
3 months, 3 weeks ago
Are You Ready for an Early Exit?
Episode 208
Most people have a retirement age in mind – maybe it's 65, 67, or "just a few more years." But what if retirement doesn't happen on your schedule? Ac…
4 months ago
From Nest Egg to Income Stream: Making Your Money Work for You
Episode 207
Most of us spend decades saving money and building a nest egg for retirement. But once retirement actually arrives, the game changes. Suddenly, it's …
4 months, 1 week ago
The Big Retirement Tax Shock: What It Is & How to Prepare
Episode 206
Most people spend decades saving for retirement. But there's one surprise that catches many retirees completely off guard: Taxes. Many people assume …
4 months, 2 weeks ago
Your Worst Nightmare in Retirement & How to Avoid It
Episode 205
According to a new USA Today report, 75% of people fear running out of money in retirement more than they fear death. So what's driving this fear, an…
4 months, 3 weeks ago
Building Essential Retirement Income So You Can Worry Less
Episode 204
If you're like most people, you'll spend decades planning for retirement. The problem? Nobody teaches you how to turn those savings into reliable inc…
5 months ago
Are You in the Retirement Danger Zone?
Episode 203
If you're within five years of retirement – or you've retired within the last five years – you're in the "danger zone" of retirement. That might soun…
5 months, 1 week ago
Healthcare Costs: The Silent Threat to Your Retirement
Episode 202
When people think about retirement, they usually focus on the big three: saving enough money, managing market risk, and maybe working a little longer…
5 months, 2 weeks ago
The AI Aftershock on Retirement & The 4% Rule for Portfolios
Episode 201
How does timing affect your retirement nest egg? Is the 4% rule still reliable for withdrawing from your portfolio? And how will changes in AI affect…
5 months, 3 weeks ago
Could You Afford to Retire Early?
Episode 200
What if you could wake up without an alarm, travel whenever you want, and truly enjoy your days on your own schedule? That's the dream for many peopl…
5 months, 4 weeks ago