Podcast Episodes
Back to Search4 Rules for IRA contributions for the '23 tax year you need to know
In this week's episode, we'll discuss 4 rules relating to IRA contributions for the '23 tax year. Can your spouse contribute to an IRA if you are a s…
2 years, 7 months ago
What affect would another bank failure have on YOUR retirement accounts?
In this week's episode, we'll explore whether your retirement money is at risk if there are more bank issues. Does it depend on where your money is o…
2 years, 7 months ago
The 15 BIGGEST MISTAKES retirees make in retirement and how to avoid them
In this week's episode, we'll discuss 15 mistakes that many retirees make and how to avoid these things. What happens if you don't have a proper esta…
2 years, 7 months ago
Why did the surprising demographic that bought the most annuities in 2023 choose to use annuities?
In this week's episode, we'll explore what demographic purchased more annuities than any other demographic in 2023. Why did they jump in front of the…
2 years, 7 months ago
How can you "Insure" your retirement against failure? What guarantees are available in retirement?
In this week's episode, we'll discuss how you can use insurance products to "Insure" your retirement. Is there a way to guarantee you will have enoug…
2 years, 8 months ago
What are Mortality Credits and how can they make a HUGE impact on your retirement plan? What are the parts and parties of a fixed annuity?
In this week's episode, we'll explore what mortality credits are and how they can help you plan for a successful retirement. How can those who surviv…
2 years, 8 months ago
How can you protect yourself from retirement scams? How can you protect your family?
In this week's episode, we'll discuss how to protect yourself and family members from common retirement scams that are out there everywhere. Where ca…
2 years, 8 months ago
Can you retire happy? What makes someone happy in retirement? How can you plan for happiness?
In this week's episode, we will discuss what you can do to have the best chance to retire "happily". What makes people truly happy in retirement? Mul…
2 years, 8 months ago
The "Tax Code Reset" that is happening on Jan 1, 2026 and what you can do now to prepare
In this week's episode, I discuss the "Tax Code Reset" that is coming on Jan 1, 2026. What does this change mean for you? Is there anything you can d…
2 years, 8 months ago
How to not "gamble" with your retirement dollars
In this week's episode, I discuss how to keep from having to worry about market risk in your retirement accounts. Even gambling sites warn you not to…
2 years, 9 months ago