Podcast Episodes
Back to Search#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…4 years, 3 months ago
#026 - Highlights of the 2022 Social Security Trustees Report
Summary of the key points in the 2022 Social Security Trustees Report
4 years, 3 months ago
#025 - Introduction to Social Security
The basics of the Social Security system
4 years, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago
#020 - All about annuities, Part 1: Introduction and MYGAs
The basics of annuities and details about Multi-Year Guaranteed Annuities ("MYGAs")
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4 years, 5 months ago
#019 - What are I Bonds?
Everything you ever wanted to know about I Bonds
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4 years, 5 months ago
#018 - What is Monte Carlo simulation?
Explanation of Monte Carlo simulation in retirement planning
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4 years, 5 months ago