Podcast Episodes
Back to Search
How Do I Know if an Annuity Is Right for Me in Retirement?
Episode 462
Curiosity is an important quality to nurture as you get older; it can even help you find your purpose in retirement. Today, I’ll help you explore how…
3 years, 5 months ago
How to Rebalance a Bond Ladder
Episode 461
The good life is a direction, not a destination. This is why we are so focused on the process of retirement planning. Rocking retirement is all about…
3 years, 5 months ago
What Should I Know Before Using 72T to Fund Retirement?
Episode 460
When planning your retirement journey it is imperative that you fully explore and understand the options available. On this episode of Retirement Ans…
3 years, 5 months ago
Should I Invest in Commodity ETFs to Fight Inflation?
Episode 459
If the bear market and inflation may have you worried, a bit of productive paranoia with a tinge of optimism may see you through. On this episode of …
3 years, 5 months ago
When Can I Make a Backdoor Roth Contribution?
Episode 458
If you don’t qualify for a Roth IRA you may be interested in using a backdoor Roth to utilize the advantages of a Roth IRA. One listener wonders abou…
3 years, 6 months ago
Will I Still Get Inflation Adjustments If I Wait to File Social Security?
Episode 457
The latest news in retirement is that Social Security recipients are getting a raise in 2023. While that is helpful for everyone receiving their bene…
3 years, 6 months ago
Should I Switch My Bond Portfolio to CDs?
Episode 456
If you are getting close to retirement you have probably been watching the financial news to help you stay up to date with what is going on in the wo…
3 years, 6 months ago
Which Account Should I Begin Drawing from First in Retirement?
Episode 455
RMD tables, bond classes, international exposure, and 1099s–we’ve got answers to your questions. First up is which account is best to begin drawing f…
3 years, 6 months ago
What Is the Best Way to Save Money for Our Grandchildren?
Episode 454
Many people choose to save money for their kids and grandkids in a 529 account, but one listener wonders if there is a better way to give. Learn the …
3 years, 7 months ago