Podcast Episodes
Back to Search7 Reasons NOT To Do Roth Conversions
Episode 75
Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they sh…
2 years, 2 months ago
How Much Money Do You ACTUALLY Need To Retire?
Episode 74
Need a custom retirement plan? 👉 Get started today: https://www.rivertreewealth.com/get-started
Wondering if you have enough money saved up to retire …
2 years, 2 months ago
Will My Social Security Be Taxed?
Episode 73
One of the biggest questions around Social Security is, "Will I pay income taxes on my Social Security benefits?"
I answer this very question, walk th…
2 years, 2 months ago
Is Social Security Going to Run Out?!
Episode 72
In recent years, there has been a growing concern around Social Security going insolvent.
There are some truths to these concerns, but there are also…
2 years, 3 months ago
3 Estate Planning Must-Haves
Episode 71
Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.
It doesn't h…
2 years, 3 months ago
Inherited IRA Rules EXPLAINED (10-Year Rule)
Episode 70
So you inherited an IRA... But now what? Do you have to take all of the money out immediately? Over your lifetime? Within 10 years?
The SECURE Act was…
2 years, 3 months ago
Retirement Planning Do's & Don'ts
Episode 69
There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.
Today, I'mis sharing 8 do's & don'ts of re…
2 years, 3 months ago
How Do Presidents Impact the Stock Market?
Episode 68
It's an election year! We will be choosing the next President of the United States later this Fall and times like this often raise a lot of questions…
2 years, 4 months ago
Avoid These 8 Retirement Mistakes
Episode 67
As a retirement planner, I get to see the good and the bad of every retirement plan. All the good decisions and the mistakes that come up.
In an effor…
2 years, 4 months ago
BIG NEWS & My Retirement Planning System
Episode 66
I have some big news to share with you... I have launched my own wealth management firm, Rivertree Wealth! I'm excited to continue serving my clients…
2 years, 4 months ago