Podcast Episodes
Back to SearchThe Four Phases of Retirement with Dr. Riley Moynes
Episode 220
Dr. Riley Moynes, author and creator of a popular TED Talk joins James to discuss his own retirement which led him to become the author of The 4 Phas…
1 year, 8 months ago
Planning for Large Costs in Retirement | Beyond the 4% Rule
Episode 219
Listener Sherry asks a good question: How do large, one-off expenses (like a new roof, new car, etc.) fit in the 4% Rule?
James explains the concept …
1 year, 9 months ago
Early Retirement Health Insurance Strategies | Roth Conversions vs. ACA Subsidies
Episode 218
Healthcare subsidies are like a tax break and should always be optimized, right? That seems like an easy question that should have a straightforward …
1 year, 9 months ago
Health Insurance Options for Early Retirement
Episode 217
We meet many people who are in a position to retire early. But when they think about healthcare in retirement and not being eligible for Medicare unt…
1 year, 9 months ago
Everything You Need to Know About Medicare: Q&A with a Medicare Expert
Episode 216
Drew Shockley of MOVE Health Partners joins James to address questions about Medicare. He overviews the Medicare system, explains Parts A, B, C, and …
1 year, 9 months ago
How to Prepare for Retirement Within 5 Years: 401k, Savings & Investment Changes
Episode 215
Graham and his wife are in their early 50s and plan to retire in 5 years. He wonders if they should continue maxing out their 401ks, how their invest…
1 year, 10 months ago
How to Know When You Should Stop Saving for Retirement (and What to Do Next)
Episode 214
Drew, a burnt-out, financially responsible 40-something father of two, hopes he can scale back from his stressful job and still be okay when it’s tim…
1 year, 10 months ago
3 Simple Steps to Determine If You Can Retire
Episode 213
How do you know if you can retire? It seems straightforward, but the answer is far from simple. Beyond portfolio balances and age thresholds, there a…
1 year, 10 months ago
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
Episode 212
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries abo…
1 year, 10 months ago
Lump Sum vs. Annuitization: Tax Implications for Your Non-Qualified Annuity
Episode 211
Joe is planning for retirement and wants to minimize his tax burden, especially on the interest earned from his three annuities. James explains that …
1 year, 11 months ago