Podcast Episodes
Back to SearchHow to Thrive in Retirement by Embracing the Unknown
Episode 230
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good…
1 year, 6 months ago
The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
Episode 229
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routi…
1 year, 6 months ago
Introducing the New Ready For Retirement
Episode 228
Ready for Retirement is on a mission to be the most valuable source of retirement information in the world. In that light, we’re making some changes.…
1 year, 7 months ago
Am I Too Old for Roth Conversions? 3 Things to Consider
Episode 227
Gary is a 73-year-old with $8 million in savings. Despite having substantial assets, he’s concerned about missed opportunities for Roth conversions a…
1 year, 7 months ago
3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
Episode 226
Connor plans to retire soon and wonders if he should pay off his mortgage of $300,000 or invest those funds, especially since he has a low interest r…
1 year, 7 months ago
Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement
Episode 225
Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerne…
1 year, 7 months ago
Social Security Demystified: Calculating Taxation, Provisional Income, and the Tax Torpedo
Episode 224
Listener Michael asks about how Social Security is taxed, the rationale behind the 50% and 85% tax thresholds, and the implications of these taxes on…
1 year, 8 months ago
The Roth Conversion Sweet Spot: Maximize Retirement Savings (And Avoid Costly Mistakes)
Episode 223
Listener Nael opens up a discussion about Roth conversions. There are benefits to doing Roth conversions, but can you do too many? Are there any down…
1 year, 8 months ago
How to Estimate Your Tax Bill in Retirement (And How to Pay it)
Episode 222
David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax pa…
1 year, 8 months ago
Retirement Income Strategies: IRA vs. Brokerage Withdrawals (The Tax-Smart Choice for Retirees)
Episode 221
Mark asks a common question – What should I do regarding my withdrawal strategy? Should I first pull from my brokerage account or my IRA?
There is no…
1 year, 8 months ago