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500 Episodes and Still Rocking
500 Episodes and Still Rocking

Episode 500

Thank you for hanging in with me for 500 episodes! Today’s episode will veer a bit from the norm as I pause to reflect on our journey and commemorate…

3 years, 2 months ago

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#499 - Should I Do a Roth Conversion?
#499 - Should I Do a Roth Conversion?

Episode 499

Do you think the Roth conversion question is an essential part of retirement planning? If you do, you haven’t been paying attention to my podcasts!

In…

3 years, 3 months ago

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The Impact of Alcohol on Rocking Retirement
The Impact of Alcohol on Rocking Retirement

Episode 498

Are you much of a drinker? Studies show that 60% of Americans are, and an even greater percentage of college-educated Americans are. In this episode,…

3 years, 3 months ago

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The Rules for Roth Withdrawals
The Rules for Roth Withdrawals

Episode 497

After listening to the past two episodes you now know how to make Roth contributions and conversions, that was the easy part. 

Today we discuss the mo…

3 years, 3 months ago

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The Rules for Roth Conversions
The Rules for Roth Conversions

Episode 496

Many of us have missed the boat on Roth contributions, but we have another tool to get into Roths: Roth conversions. 

If you have been curious about a…

3 years, 3 months ago

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The Rules for Roth Contributions
The Rules for Roth Contributions

Episode 495

So many economic predictions for the year have proved incorrect. Since even the brightest economists don’t have a crystal ball, planning your retirem…

3 years, 4 months ago

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The Roth Opportunity
The Roth Opportunity

Episode 494

If you’ve been wondering how Roth IRAs work in retirement you’ve come to the right place. All this month we’ll be exploring Roth IRAs–how they work, …

3 years, 4 months ago

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How Can I Reverse Taking Social Security?
How Can I Reverse Taking Social Security?

Episode 493

There are so many questions that come with retirement which is why I focus on answering questions from listeners like you. As you listen to these que…

3 years, 4 months ago

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The KISS Concept for Investing
The KISS Concept for Investing

Episode 492

This podcast was created for you–not me. I’m here to help you think differently about retirement and find a concept or tool that will help you take a…

3 years, 4 months ago

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How Listener Mike is Finding His Purpose in Retirement
How Listener Mike is Finding His Purpose in Retirement

Episode 491

The oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many people don’t have a plan for the decades between 60 …

3 years, 5 months ago

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