Podcast Episodes
Back to SearchI'm 55, With $1 Million Saved. Can I Retire?
Episode 25
We are all curious if we have enough saved to retire. What most people don't do is dig into the details of their savings to see how strategically pos…
3 years, 2 months ago
Your Retirement Plan is Wrong...
Episode 24
What if I told you your retirement plan is wrong? Initially, probably wouldn't be very comforted to hear that, but I'm here to tell you that it's oka…
3 years, 2 months ago
401k Catch-Up Contribution Changes in 2024 (SECURE Act 2.0)
Episode 23
Another big change from the SECURE ACT 2.0 is coming in 2024... This time it has to do with catch-up contributions for everyone 50 or older.
Tune into…
3 years, 2 months ago
Annuities (Part 2): Why I Don't Like Them
Episode 22
Last week on Retirement Answers I shared what annuities were and how they worked.
Well, this week I am sharing 6 reasons I do not like annuities and w…
3 years, 3 months ago
Annuities (Part 1): What Are Annuities?
Episode 21
Ahhhh... Annuities.
We have all heard of them, but do we really know what they are and how they work? the reality is that most people don't truly unde…
3 years, 3 months ago
5 Common Investing Mistakes to Avoid
Episode 20
As a financial planner, I have heard it all when it comes to investing...
"My friend said this company was about to go crazy!"
"Did you see what they s…
3 years, 3 months ago
How is Social Security Taxed?
Episode 19
One of the biggest decisions you will make in retirement is when to take Social Security! I have found that understanding how Social Security taxatio…
3 years, 3 months ago
How Much Do I Need To Retire?
Episode 18
Are you trying to figure out how much you need to have saved to successfully retire? Well, in today's episode I share how you can quickly get to a ro…
3 years, 4 months ago
$100k Tax-Free Retirement Income!
Episode 17
What if you could have $100k of income in retirement entirely tax-free?! Well, in this episode, Jacob Duke, CFP® shares exactly how one of his client…
3 years, 4 months ago
7 Tax Planning Tips to Consider
Episode 16
Taxes are one if the biggest headwinds retirees will face. In this episode, I share 7 different ways you can lower your tax bill both now and through…
3 years, 4 months ago