Podcast Episodes
Back to SearchThe Complete Guide to Social Security Spousal Benefits
Episode 45
Social Security is one of the pillars of retirement income. But it can be very confusing when you think about PIAs, FRAs, and spousal benefits.
In thi…
2 years, 9 months ago
7 Common Retirement Fears (& How To Overcome Them)
Episode 44
Retirement can be a scary thought. Do I have enough to retire? When should I take Social Security? What if I run of money before I die? How much can …
2 years, 9 months ago
2024 Social Security COLA & More
Episode 43
The 2024 Social Security COLA has been announced! I am sharing the following:
What the 2024 COLA isWho gets the COLAHow does it compare to COLAs histo…2 years, 10 months ago
Spending with Confidence in Retirement
Episode 42
Retirement can be challenging... When should I take Social Security? How aggressively should I be investing? How can I manage my taxes? Where is my i…
2 years, 10 months ago
5 Ways to Use a HSA in Retirement
Episode 41
The Health Savings Account (HSA) is the only account you can contribute to that receives triple-tax advantages.
Tax-deductible contributionsTax-deferr…2 years, 10 months ago
When Should I Take Social Security? 6 Things to Consider
Episode 40
Deciding when to take your Social Security benefits is a common question for most retirees. This decision can cause stress because there is never a p…
2 years, 10 months ago
Are You Ready For The Next Recession?
Episode 39
What are you going to do next time the market enters a recession? Are you prepared? Do you have a plan?
Most investors are reactive to turbulence in t…
2 years, 11 months ago
How to Pay 0% Capital Gains Tax
Episode 38
Tax planning in retirement is a crucial piece in a successful retirement plan. We often think about Roth conversions and tax-loss harvesting as the p…
2 years, 11 months ago
The Ultimate Guide to 401k Rollovers
Episode 37
Do you have an old 401k from a previous employer? Or maybe even a few straggling out there?
I'm a fan of keeping things organized and simple, so rolli…
2 years, 11 months ago
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan
Episode 36
What is a retirement plan... actually?
Is it a Monte Carlo simulation? Tax projections? Investment allocations?
A retirement plan, in my opinion, is no…
2 years, 11 months ago