Podcast Episodes
Back to SearchTax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
Episode 190
Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, inc…
2 years, 3 months ago
How to Teach Your Adult Children to Plan for Retirement
Episode 189
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gon…
2 years, 4 months ago
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
Episode 188
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile.
This episod…
2 years, 4 months ago
Does It Ever Make Sense to Purchase an Annuity?
Episode 187
Have you ever wondered if purchasing an annuity makes sense for you?
There are two conflicting opinions from financial advisors: some advocate for ann…
2 years, 4 months ago
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
Episode 186
If you're in a high tax bracket now and expect to remain in a high tax bracket after retirement, should you prioritize pre-tax retirement accounts or…
2 years, 4 months ago
Here's How a Pension Should Change Your Investment Strategy
James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixe…
2 years, 4 months ago
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
In this episode, James emphasizes the importance of having a well-thought-out financial plan for retirement, rather than relying solely on the size …
2 years, 5 months ago
How to Break Up with Your Financial Advisor
Episode 183
In this episode James explores signs that may indicate it's time to move on from a current financial advisor and discusses the professional and respe…
2 years, 5 months ago
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
One of the most ironic things about retirement spending is that the people who have saved the most money are often the same ones that have the most d…
2 years, 5 months ago
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
The majority of people who participate in some level of charitable giving in retirement aren't getting a tax deduction for any of it. While external …
2 years, 5 months ago