Podcast Episodes

Tax Diversification

Episode 15

We know how important it is to be diversified in our investments... But are you aware of how important it is to be tax-diversified for retirement?

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3 years, 4 months ago

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My Thoughts on Silicon Valley Bank

Episode 14

You've probably heard about the failure of Silicon Valley Bank. In this episode, I share my thoughts on the whole situation and what we can learn fro…

3 years, 5 months ago

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Taxes on Roth Conversions, How 401ks are Taxed, & Offsetting Dividends with Capital Losses

Episode 13

In this episode of Retirement Answers, I discuss:

How to pay the taxes on Roth conversionsHow 401k distributions are taxedWhy you can't offset dividen…

3 years, 5 months ago

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Naming Beneficiaries, Roth Limits, and Spousal Benefits

Episode 12

In this episode, I answer 3 questions I recently received:

Who will inherit my IRA when I die?Can I contribute to my Roth IRA and Roth 401k at the sam…

3 years, 5 months ago

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Are Bonds Still a Viable Investment Option?

Episode 11

After the lackluster performance in bonds in 2022, many are wondering if they should be investing in bonds at all... In this episode of Retirement An…

3 years, 6 months ago

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SECURE Act 2.0: Changes to RMDs

Episode 10

Well, they have changed RMDs yet again... In this episode of Retirement Answers, I share how the new RMD rules are going to work and perhaps how it c…

3 years, 6 months ago

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Don't Be Too Conservative in Retirement

Episode 9

Our immediate reaction as we get closer to retirement is to invest more conservatively. But why? The short answer is that our human nature fears pote…

3 years, 6 months ago

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3 Things You Should Do BEFORE You Retire

Episode 8

In this episode of Retirement Answers, I share 3 things that you should do before you retire. 1. Build Cash 2. Calculate Monthly Spending 3. Write O…

3 years, 6 months ago

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3 Questions My Clients Are Asking Right Now

Episode 7

In this episode I discuss the 3 questions my clients are asking about right now. - What should I know about the SECURE Act 2.0? - Should I be making…

3 years, 7 months ago

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Roth IRA Distribution Rules

Episode 6

Ever wonder if you can take money from your Roth IRA before age 59.5? Well, the short answer is yes, you can. But tune into today's episode to learn …

3 years, 7 months ago

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