Podcast Episodes
Back to SearchSecrets to a Happy Retirement: What the Research Shows
Episode 200
Retirement is not just about financial readiness; it's also about finding purpose, passion, and personal growth.
James and guest Cynthia Meyer debunk…
2 years, 1 month ago
What's the Right Roth Conversion Amount to Avoid a Tax Nightmare in the Future?
Episode 199
Sammy, a 51-year-old retiree, is seeking advice on how much she should convert from her traditional IRA to a Roth IRA each year to avoid jumping tax …
2 years, 1 month ago
How to Maximize Social Security Spousal Benefits
Episode 198
James addresses a common concern for a couple approaching retirement through a listener’s question. Listener Rob plans to collect Social Security ear…
2 years, 2 months ago
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
Episode 197
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds.
Ja…
2 years, 2 months ago
3 Ways to Protect Against Sequence of Return Risk in Retirement
Episode 196
James explores the concept of sequence of return risk in retirement planning. Most people are unaware of how risky this is, as it doesn’t become an i…
2 years, 2 months ago
Should We Sell Stocks to Make a Large Purchase?
Episode 195
Should you sell long-term stocks for a real estate investment?
I walk through one listener’s question and explain what you need to consider before mak…
2 years, 2 months ago
Am I Crazy For Paying My Financial Advisor $25k/year?
Episode 194
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place?
Having a …
2 years, 2 months ago
When Should You Collect Social Security if Your Spouse is Much Older?
Episode 193
James addresses a listener's question regarding Social Security strategies in retirement. Sasha, aged 59, seeks advice on when to start collecting So…
2 years, 3 months ago
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
Episode 192
James explores the nuanced aspects of Roth IRAs, shedding light on intricacies that can confound even experienced investors.
Through a listener quest…
2 years, 3 months ago
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
Episode 191
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is …
2 years, 3 months ago