Podcast Episodes
Back to Search
How Do I Report a QCD on My Income Tax Return?
Episode 482
We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the ret…
3 years ago
I’m in My Fifties and Got Laid Off. What Should I Do?
Episode 481
All month long, I’ll be answering fantastic questions from listeners like you. Today, we’ll explore the steps you should take if you’re in your 50s a…
3 years ago
Widowed in Retirement: Wisdom from Those on the Journey
Episode 480
Reimagining life after widowhood can be challenging. In the beginning, it may seem like something that is impossible to imagine. Even if life seems i…
3 years, 1 month ago
Widowed in Retirement: Creating a New You
Episode 479
Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could b…
3 years, 1 month ago
Widowed in Retirement: Navigating Financial Changes
Episode 478
If you are married, chances are you or your spouse will have to suffer through widowhood. The Widowed in Retirement series aims to help you navigate …
3 years, 1 month ago
Widowed in Retirement: Navigating Life Changes
Episode 477
Even though it is difficult to think about it, at some point, those of us who are married will have to think about one of you transitioning from two …
3 years, 1 month ago
How to Rock Retirement on Your Own
Episode 476
If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the …
3 years, 1 month ago
Should I Rebalance My Portfolio Now?
Episode 475
Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment t…
3 years, 2 months ago
What are Brokered CDs and How Do They Work?
Episode 474
Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week.
We have…
3 years, 2 months ago
How Is Deferred Compensation Taxed When I Receive It?
Episode 473
Recently, we had the finale of the Retirement Plan Live series, so I want to share my observations on what we can all learn from Rosie’s experience. …
3 years, 2 months ago