Podcast Episodes

Taxes on a $3M Retirement Portfolio: What You'll Actually Owe Each Year

Most people assume retirement taxes are based on how much they withdraw. The real problem is what the IRS eventually forces them to withdraw.

In this …

2 months, 1 week ago

Here's What Happens to Your Social Security If You Retire at 60

Retiring at 60 feels like a clean plan. Work ends, savings take over, and Social Security fills the gap later. What most people do not realize is tha…

2 months, 2 weeks ago

$15M in Nvidia Stock Case Study | Don't Just "Diversify Everything"

A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares ca…

2 months, 3 weeks ago

The Real Question Behind When to Start Social Security (It’s Not 62 vs. 67 vs. 70)

Most people think deciding when to take Social Security is a math problem. Run the numbers. Find the breakeven age. Pick 62, 67, or 70. Done.

But that…

2 months, 4 weeks ago

You Don’t Need a Financial Advisor… Until You Do (Here’s When)

You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial a…

3 months ago

Stop Overfunding Your 401(k). Do This Instead

You can do everything right and still feel stuck. Save aggressively. Max out your 401k. Build a large portfolio. And then one day realize you can’t a…

3 months, 1 week ago

5 Mental Traps That Keep You From Retiring (Even When You’re Ready)

As you get close to retirement, something unexpected starts to happen. The math looks good. The plan works. And yet, you hesitate. 

In this episode, J…

3 months, 2 weeks ago

Stop Working for Money You’ll Never Spend

One of the biggest fears people carry into retirement is running out of money. But for many retirees, the greater risk is something else entirely. Ru…

3 months, 3 weeks ago

The $5 Million Trap: Why Wealthy People Are Scared to Retire

Most people think retirement begins the day they turn in their notice. In reality, retirement begins much earlier than that. It begins the moment you…

4 months ago

"Only Live Off Dividends" Is Your Biggest Portfolio Risk in Retirement

“Only live off the dividends. Never touch the principal.”
It sounds responsible. It feels safe. It may be one of the riskiest retirement strategies ou…

4 months, 1 week ago