Podcast Episodes
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Are I-Bonds a Smart Investment for My Retirement Portfolio?
Episode 413
Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to learn about the psychological benefits that this e…
4 years, 4 months ago
What Is a Retirement Plan of Record?
Episode 412
You have probably heard me refer to a retirement plan of record in the past few episodes, but you may be wondering what exactly this is. I have had s…
4 years, 4 months ago
Overcoming Frugality
Episode 411
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to thi…
4 years, 4 months ago
The Mechanics of Decumulation
Episode 410
How do you pivot from a moderately aggressive portfolio in the accumulation stage of retirement planning to the decumulation stage? In today’s episod…
4 years, 5 months ago
Reflections on the Retirement Scene
Episode 409
We often have monthly themes to guide the topics of this show, but this month on Retirement Answer Man we are doing a bit of a mishmash. Today I want…
4 years, 5 months ago
Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?
Episode 408
Ever since listeners enjoyed our Retirement Tax Management series with Andy Panko we have received an influx of questions surrounding taxes. I’ll ans…
4 years, 5 months ago
Retirement Planning Guidebook with Wade Pfau
Episode 407
Do you wish you could find a comprehensive guidebook to help you plan your retirement? If so, you won’t want to miss this interview with Dr. Wade Pfa…
4 years, 5 months ago
What the Happiest Retirees Know with Wes Moss
Episode 406
Do you understand what you need to do to build a happy retirement? My guest today has studied the data to tell the story of happy retirees in his new…
4 years, 5 months ago
Listener Questions: Don’t Let Perfect Be the Enemy of Good
Episode 405
Do you let perfection get in the way of progress? Trying to reach perfection could prevent you from reaching your goals. Retirement coach, BW joins m…
4 years, 6 months ago
Retirement Tax Management: How to Incorporate into Your Retirement Plan
Episode 404
Over the past several episodes you have learned so much about tax planning in retirement. You learned why tax planning is important, all about the hi…
4 years, 6 months ago