Podcast Episodes

Backdoor Roth IRA: What it is + How it works

Episode 35

When you want to save Roth money for retirement, but your income is too high... what do you do?

Do a Backdoor Roth IRA contribution!

Listen in where Ja…

2 years, 11 months ago

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How to Pay Taxes on Roth Conversions

Episode 34

We all know that Roth conversions can be a powerful tax savings strategy for retirees, but how do you actually pay the taxes when doing a conversion?…

3 years ago

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The Roth Conversion Sweet Spot

Episode 33

Roth conversions are often a useful tax savings strategy for retirees, but the hardest part is deciding WHEN to actually do them. In this episode of …

3 years ago

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Watch Out for This BIG Retirement Tax Trap

Episode 32

We all know that we need a plan for taxes in retirement... But what if there is a big tax bill waiting for surviving spouses? Yes, surviving spouses …

3 years ago

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The 3 Bucket Retirement Plan

Episode 31

There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.

I'm a visual learner and being able to sep…

3 years ago

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5% CDs Are Not Good Investments

Episode 30

Over the last 18 months, the Federal Reserve has been increasing it's interest rates. And because of this interest rates on cash, CDs, Money Markets,…

3 years, 1 month ago

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Asset Location - How It Saves You Taxes

Episode 29

We all know about how important it is to have a plan for taxes in retirement. So, we create Roth conversions strategies, but what if I told you there…

3 years, 1 month ago

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5 Things To Do 5 Years From Retirement

Episode 28

This week I share 5 things that you need to be doing 5 years before retirement. These are things that will help you have the most successful and fulf…

3 years, 1 month ago

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Q&A Mailbag: Roth Conversions, Basis in IRAs, & Inherited Roth IRA Taxes

Episode 27

3 years, 1 month ago

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The Real Risk of Stocks

Episode 26

We all think stocks are risky because they are volatile. "Oh no! My account is down 25%, I'm losing all of my money!!"

Well, today let's have an hones…

3 years, 2 months ago

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