Podcast Episodes
Back to SearchThe 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, 11 months ago
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…
2 years ago
7 Surprising Regrets From My Clients Who Retired Early
Episode 192
I want to ensure you all learn from my clients who have successfully retired early and I'll be launching a new format where I invite more of you on t…
2 years ago
5 Signs It’s Time To Consider Retiring Early
Episode 192
What if you could choose to work not because you have to, but because you genuinely want to?
I want to ensure you don't work longer than necessary, wi…
2 years ago
5 Easy Ways To Know If You Should Do Roth Conversions
Episode 191
Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you.
This episode will give you the insi…
2 years ago
How Do We Build Multi-Generational Wealth? [Estate Planning]
Episode 190
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely …
2 years ago
3 Retirement Rules Of Thumb That Don't Apply To An Early Retirement
Episode 189
There are many rules that work for the traditional "Retire at 65" and "Die at 95" (sounds dark, I know).
The truth is those don't rules apply to you i…
2 years, 1 month ago
My Story | Why Do I Do This?
Episode 188
I didn't like financial advisors growing up - so why did I become one?
Learn my story so you can understand more from the voice you hear every Monday …
2 years, 1 month ago
Where Should I Withdraw Money From First In Retirement?
Episode 187
Most people take income in retirement and hope they never run out of money. I also hope you don't run out..but I don't want you dying with millions (…
2 years, 1 month ago
How To Manage Cash Flow Before & Throughout Retirement
Episode 186
What if your retirement savings aren't enough to ensure a comfortable lifestyle? Discover how to master the art of managing cash flow in retirement a…
2 years, 1 month ago