Podcast Episodes
Back to SearchHow to Use Roth Conversions to Save Huge Amounts in Taxes
Episode 50
Our topic on this episode of the Ready for Retirement podcast is about how to use Roth Conversions to save huge amounts in taxes over time.
Questions …
4 years, 11 months ago
Can Capital Gains Push Me Into a Higher Tax Bracket?
Episode 49
Our topic on this episode of the Ready for Retirement podcast is about understanding if capital gains can cause you to move into a higher tax bracket…
5 years ago
Should I Invest a Lump Sum All at Once or Over Time?
Episode 48
Our topic on this episode of the Ready for Retirement podcast is about whether or not you should invest all at once (lump-sum) or invest smaller amou…
5 years ago
What You Need to Know Before Coming Into a Large Sum of Money
Episode 47
Our topic on this episode of the Ready for Retirement podcast is about what you need to know when you receive a windfall (inheritance, gift, high inc…
5 years ago
How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
Episode 46
Our topic on this episode of the Ready for Retirement podcast is about how to best coordinate portfolio withdrawals with Social Security (and other i…
5 years ago
4 Common Investment Mistakes to Avoid
Episode 45
Our topic on this episode of the Ready for Retirement podcast is about the 4 common investment mistakes to avoid.
Questions to ask ourselves: How shou…
5 years, 1 month ago
What's the Best Way to Save for a Short-Term Goal?
Episode 44
Our topic on this episode of the Ready for Retirement podcast is about understanding the best way to save for a short-term goal.
Questions to ask ours…
5 years, 1 month ago
Understanding Social Security and How You Can Maximize Your Benefit
Episode 43
Our topic on this episode of the Ready for Retirement podcast is about understanding social security and what you can do to maximize your benefit.
Que…
5 years, 1 month ago
5 Steps to Design the Optimal Portfolio
Episode 42
Our topic on this episode of the Ready for Retirement podcast is about the 5 steps to design the optimal portfolio.
Questions to ask ourselves: Am I i…
5 years, 1 month ago
Should I Just Own the S&P 500 Index?
Episode 41
Our topic on this episode of the Ready for Retirement podcast is about understanding if you should just own the S&P 500 in your portfolio.
Questions t…
5 years, 2 months ago