Podcast Episodes

Do You Know How Much You Are Paying Your Advisor?

Episode 202

There are many reasons to work with an advisor and I want to ensure you are getting value for it!

Create Your Custom Early Retirement Strategy Here

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1 year, 3 months ago

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Here's How To Pay 0% In Taxes (ZERO Capital Gains)

Episode 201

Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions w…

1 year, 3 months ago

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3 Tips To Retire On Your Own Terms

Episode 200

You should stop working when you decide it's time and here are the 3 biggest tips to know when that time has come.

Create Your Custom Early Retirement…

1 year, 3 months ago

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Pension Decision - Lump Sum or Annuity?

Episode 199

Choosing between a lump sum distribution and an annuity for your pension can be one of the most pivotal financial decisions you'll ever make. What co…

1 year, 3 months ago

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Celebrating 200 EPISODES (SPECIAL EPISODE) - The History & Future Of The Show!

Episode 198

200 EPISODES!

SPECIAL FRIDAY EPISODE 

History of the podcastVision moving forwardHow to get the most value from your money

Create Your Custom Early Reti…

1 year, 3 months ago

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Don't Do Any Roth Conversions Before You Ask Yourself THIS

Episode 197

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal reti…

1 year, 4 months ago

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5 Ways An Advisor Can Change Your Retirement

Episode 196

Hiring an advisor should be based on the experience you are looking for. 

Create Your Custom Early Retirement Strategy Here

Get access to the same soft…

1 year, 4 months ago

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The Complete Guide To Optimizing Healthcare Costs Before 65

Episode 195

Far too many people don't retire early because of healthcare costs. It can be significant at $2k/month...and it can be minimal at $50/month if you pl…

1 year, 4 months ago

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The Complete Guide To Implementing Roth Conversions: Tax Strategy

Episode 194

Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in e…

1 year, 4 months ago

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Here's How To View Real Estate As Part Of Your Retirement Strategy

Episode 193

Real estate can be a wonderful investment, but don't let your net worth trick you.

Many clients want to downsize and then determine they love their ho…

1 year, 5 months ago

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