Podcast Episodes
Back to SearchWhen is an IRA an IOU to the IRS and what can you do NOW to reduce your exposure to taxes
In this week's episode, we'll discuss when your retirement plan is really an IOU to the IRS and what you can do about it. If you have a certain amount in a pre-tax type of account, do you really have…
Published on 4 months, 3 weeks ago
How a Japanses proverb can help you plan your retirement as wisely as possible
In this week's episode, we'll explore the proverb of the train and see how it relates to your retirement plan. If your nest egg is completely exposed to risk, what "train" would that put you on? Are …
Published on 5 months ago
What is the right way to "buy" the S&P 500 in or near retirement and how does growth in a Fixed Indexed Annuity work
In this week's episode, we'll discuss how you can get gains based on the S&P 500 with NO losses. Are you ready for the next market event? How do Fixed Indexed Annuities work for growth? What's the di…
Published on 5 months, 1 week ago
Does your current advisor REALLY listen to your retirement needs and concerns
In this week's episode, we'll explore if your current advisor is really hearing you or if they are just trying to "sell" you on some plan. How can you tell whether you have the right advisor? Can the…
Published on 5 months, 2 weeks ago
What are the outcomes you DO NOT want in your retirement and how to plan to avoid them
In this week's episode, we'll discuss things you DON'T want in your retirement. What is on your list of things you definitely don't want to happen in retirement? Do you NOT want to run out of money, …
Published on 5 months, 3 weeks ago
How to protect your retirement from the latest scam called "pig butchering"
In this week's episode, we'll explore the latest scam that is costing retirees millions of dollars and what you can do to avoid becoming a victim of "pig butchering". What are the steps to this scam …
Published on 6 months ago
What is risk capacity and how does it relate to your plan in retirement
In this week's episode, we'll discuss what risk capacity is and how it relates to your retirement. How does your risk capacity affect your decisions in retirement? Is it possible to increase your ris…
Published on 6 months, 1 week ago
How to create a hedge against inflation in your retirement by having additional guaranteed income you can start at any time
In this week's episode, we'll explore what you can do to create a hedge against inflation in retirement by having additional income you can start at any time. What can you do now to guarantee additio…
Published on 6 months, 2 weeks ago
A look at every major market crash in the last century and how they compare to today's situation
In this week's episode, we'll discuss what the leadup to all the major market crashes of the last 100 years was like. How much was lost in these crashes? Is our current situation similar to what happ…
Published on 6 months, 3 weeks ago
Interpreting results from a recent study of owners of lifetime guartanteed income annuities and how it relates to your retirement
In this week's episode, we'll explore the results of a recent survey of guaranteed lifetime income annuity owners. Are these retirees feeling safer in their retirement? Are they less stressed? Could …
Published on 6 months, 3 weeks ago