Podcast Episodes
Back to Search#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?
Comparison of the features of tax-deferred vs Roth vs normal brokerage accounts
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4 years, 8 months ago
#006 - What's a "backdoor" Roth?
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it
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4 years, 8 months ago
#005 - Will I have to pay extra Medicare premiums?
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment Amounts
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4 years, 8 months ago
#004 - Should I rollover my employer retirement plan?
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs
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4 years, 8 months ago
#003 - Should I take my pension as payments or a lump sum?
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum
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4 years, 8 months ago
#002 - What's the 4% Rule?
Everything you ever wanted to know about the 4% Rule
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4 years, 8 months ago
#001 - How much money do I need to retire?
A framework for figuring out how much money you need to retire.
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4 years, 8 months ago