Podcast Episodes
Back to SearchHere's When It Makes Sense to Rent In Retirement
Episode 170
Many people believe that when you're retired, you need to own your own home, ideally without a mortgage. But there are instances where renting can ma…
2 years, 8 months ago
Everything You Need to Know About RMDs (Required Minimum Distributions)
Required Minimum Distributions work differently depending on the type of account. How can you most effectively plan for them?
Today we're talking thr…
2 years, 8 months ago
[Case Study] How to Prepare for Early Retirement
Episode 168
For people who are planning to retire early, planning for retirement can be especially daunting.
There are many different points to consider, but the…
2 years, 8 months ago
Here’s How You Can Tell If a Roth Conversion Is Right For You
One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized app…
2 years, 9 months ago
How to Manage Cash Reserves in Retirement
Managing your cash reserves in retirement can get complicated quickly between living expenses, multiple income streams, taxes owed, etc.
James explai…
2 years, 9 months ago
5 Things You'll Wish You Knew Before You Retired
Episode 165
When you retire, there are surprising things you’ll wish you knew beforehand. Unlike social security, IRAs, or Medicare, most people don’t often plan…
2 years, 9 months ago
What's the Best Way to Sell Out of a Concentrated Stock Position?
Episode 164
James discusses a listener’s question about what to do with stock positions and single stock positions, explaining the pros and cons of holding a con…
2 years, 9 months ago
6 Financial Rules of Thumb to Avoid
James debunks six popular rules of thumb that can actually do more harm than good when it comes to retirement planning.
From the 100-minus-your-age s…
2 years, 10 months ago
How Should I Invest Proceeds from Selling My Home?
Episode 162
In this episode, James tackles a listener’s question about investing a lump sum for his upcoming retirement.
James analyzes one's situation and gives…
2 years, 10 months ago
Plan Better: Financial Strategies vs Tactics
Episode 161
Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger p…
2 years, 10 months ago