Podcast Episodes
Back to SearchHow the 3 main categories of retirement plans will impact your taxes in retirement
In this week's episode, we'll explore the three main categories of assets and how each type impacts your retirement plan. When will your beneficiarie…
1 year, 4 months ago
How the 4 L's in retirement will make a HUGE impact on your plan (what you need to know)
In this week's episode, we'll discuss the 4 L's in retirement and why you must have a plan for each. What's the biggest risk in retirement? Do most p…
1 year, 4 months ago
Are stocks ALWAYS a good choice for a long-term investment and how to counter the craziness in 2025
In this week's episode, we'll explore the myth that the stock market is a safe place to be long-term. Does it always come back within 10 or 20 years?…
1 year, 4 months ago
How to get equity-like returns outside of the stock market and all of its risks
In this week's episode, we'll discuss how you can get equity-like gains with no risk of losses with your retirement nest egg. How do Fixed Indexed An…
1 year, 5 months ago
How does your retirement savings compare to the average retiree based on a recent nationwide survey
In this week's episode, we'll explore what the average retiree has saved for retirement based on a recent Federal survey. Is your success in retireme…
1 year, 5 months ago
How would you feel if your current retirement plan was devestated and what to do now
In this week's episode, we'll discuss the impact of having your retirement plan devastated by an event outside your control. What are you going to do…
1 year, 5 months ago
Who is your WHO in retirement and how to make sure you have the right team in your corner
In this week's episode, we'll explore how your team in retirement impacts your success rate. Are the Whos on your team the right ones? Do you need to…
1 year, 5 months ago
When 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 amoun…
1 year, 6 months 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…
1 year, 6 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 Fixe…
1 year, 6 months ago