Podcast Episodes
Back to Search3 Steps to Prepare for an Out-of-State Retirement
Episode 240
Have you thought about what moving to a new state might mean for your retirement budget and lifestyle? In this Ready for Retirement episode, the focu…
1 year, 4 months ago
5 Things People Regret About Early Retirement
Episode 239
Many dream of retiring early, but you would be surprised to learn that many people who retire early regret doing so. James reveals five things that l…
1 year, 4 months ago
This Is the Single Most Important Thing You Can Do to Prepare for Retirement
Episode 238
James sits down with someone who’s financially set to retire—mortgage paid off, kids through college, and investments in place—but he’s still grappli…
1 year, 4 months ago
The Complete Guide to Maximizing Your Social Security Benefit
Episode 237
For many, Social Security makes up a large portion of their retirement income, so it’s important to know how to maximize your Social Security benefit…
1 year, 5 months ago
Restricted Stock Units: The Basics of RSUs and How to Use Them
Episode 236
ames responds to a question from Chris regarding restricted stock units (RSUs) and how to avoid costly mistakes when managing them. He explores wheth…
1 year, 5 months ago
Should We Always Pull From our Brokerage Account First in Retirement? (Hint: No)
Episode 235
Patrick and Mary will soon both be retired. They are curious about what their withdrawal strategy should be as they balance various retirement accoun…
1 year, 5 months ago
How to Overcome Fears of Spending in Retirement
Episode 234
Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maint…
1 year, 5 months ago
Retire Happy: Build a Personalized Retirement Plan that You Can't Wait to Live Out
Episode 233
Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After …
1 year, 5 months ago
Unexpected Retirement: Finding Happiness and New Adventures
Episode 232
Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for her. Being caught off guard, she didn’t feel emoti…
1 year, 6 months ago
Facing Health Challenges in Retirement and Learning to Reconnect with Your Spouse
Episode 231
After his father lost healthcare coverage in retirement and had to pay for a major health event with savings, Derek was highly motivated to ensure su…
1 year, 6 months ago