Podcast Episodes
Back to SearchThe Tax-Smart Way to Consolidate Your Retirement Accounts
By the time you get to retirement, it is not uncommon to have many different accounts at multiple different institutions. You may be wondering, "How …
2 years, 6 months ago
The Retirement Portfolio Shift- How to Make the Transition Smoothly
Episode 179
It’s common knowledge to have a different portfolio allocation before retirement than you actually have in retirement. But how and when do we actuall…
2 years, 6 months ago
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
Are short-term savings using an adjustable rate mortgage worth the risk of rate hikes? In this podcast, we cover how adjustable rate mortgages (ARMs)…
2 years, 6 months ago
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
How can rising interest rates impact your pension value?
In this week's episode, we analyze a real-life scenario from our listener, Mark, who is weigh…
2 years, 6 months ago
What's the Best Way to Fund a Remodel During Retirement?
Episode 176
If you’re retired, you can’t wait around for the next bonus or stock to vest when you have a large expense. When you’re on a fixed income it’s more i…
2 years, 7 months ago
Here's the Right Way to Determine How Much Individual Stock to Hold
How much of your portfolio is safe to hold in one individual stock?
While 5% or 10% is typically recommended, rules of thumb like these are often irr…
2 years, 7 months ago
Ask Yourself This Question to Transform Your Retirement
Episode 174
What do you think is the key to a successful retirement?
By asking yourself the right questions and being intentional about using money to enrich life…
2 years, 7 months ago
What Age Should I Collect Social Security If I Don’t Need It?
For many people, Social Security will be their primary income source in retirement, but some individuals have sufficient assets or income from other …
2 years, 7 months ago
Is It Possible to Have Too Much in Roth IRAs?
Episode 172
Description
There are a lot of good reasons to put your money into a Roth account. But does it make sense to have all your money in Roth accounts?
The …
2 years, 7 months ago
Do We Have Enough for Retirement? [Plus Bonus Worksheet]
Episode 171
How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you…
2 years, 8 months ago