Podcast Episodes
Back to Search#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)
Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Mana…
3 years, 10 months ago
#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)
Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Mana…
3 years, 11 months ago
#028 - What is a LIRP, or Life Insurance Retirement Plan?
Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy
Facebook group - Retirement P…3 years, 11 months ago
#027 - What is Modified Adjusted Gross Income, or MAGI?
Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planning
Downloadabl…3 years, 11 months ago
#026 - Highlights of the 2022 Social Security Trustees Report
Summary of the key points in the 2022 Social Security Trustees Report
3 years, 11 months ago
#025 - Introduction to Social Security
The basics of the Social Security system
4 years ago
#024 - What should retirees or near-retirees do as a result of the bad markets and high inflation?
Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation
4 years ago
#023 - What is Tax Loss and Tax Gain Harvesting?
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales"
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4 years ago
#022 - All about annuities, Part 3; Variable annuities, Indexed annuities and withdrawal riders
Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit rider
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4 years ago
#021 - All about annuities, Part 2: Income annuities and payment options
Summary of immediate and deferred income annuities, and explanation of the different annuity payment options available
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4 years ago