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Roth 401K or Not? When Should I Switch?
Roth 401K or Not? When Should I Switch?

Episode 550

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to…

2 years, 3 months ago

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What Income Sources are Included for the IRMAA Calculation?
What Income Sources are Included for the IRMAA Calculation?

Episode 549

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer…

2 years, 3 months ago

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Financial Advisor Certifications - What They Mean for You
Financial Advisor Certifications - What They Mean for You

Episode 548

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the finan…

2 years, 3 months ago

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Steps to Secure Your Personal Information
Steps to Secure Your Personal Information

Episode 547

The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on ov…

2 years, 4 months ago

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Be a Super Communicator with Charles Duhigg
Be a Super Communicator with Charles Duhigg

Episode 546

The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build …

2 years, 4 months ago

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Lessons from Mike and Judy’s Investment Experience
Lessons from Mike and Judy’s Investment Experience

Episode 545

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll l…

2 years, 4 months ago

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Legal Tender: Tallying Their Resources
Legal Tender: Tallying Their Resources

Episode 544

#544 - Legal Tender: Tallying Their Resources 

Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to …

2 years, 4 months ago

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The Lifestyle We Want in Retirement
The Lifestyle We Want in Retirement

Episode 543

We all have our own dreams for retirement and today, Mike and Judy share theirs. 

On this episode of Retirement Answer Man, you’ll hear Mike and Judy …

2 years, 5 months ago

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The Educator and the Esquire - Meet Mike and Judy
The Educator and the Esquire - Meet Mike and Judy

Episode 542

Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy!

In this episo…

2 years, 5 months ago

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How Can I Get an IRMAA Exception?
How Can I Get an IRMAA Exception?

Episode 541

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. 

On this episode of Retirement Answer Man, you’ll hear what t…

2 years, 5 months ago

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