Podcast Episodes
Back to SearchAvoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)
Episode 152
Some of the biggest retirement mistakes don’t show up until it’s too late to fix them. Today, I’m breaking down 8 costly mistakes I see over and over…
4 months, 3 weeks ago
5 Reasons NOT To Claim Social Security Early
Episode 151
Not sure when to take Social Security? Well, in today's episode, I am sharing 5 reasons you shouldn't take your benefits early and the hidden risks o…
5 months ago
These Are The Most Important Years of Retirement
Episode 150
If you don't get things right during this important window of time, your retirement likely won't be what you hoped... This 10 year period of time wil…
5 months, 1 week ago
The Roth IRA 5-Year Rule Explained (Ultimate Guide)
Episode 149
Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant t…
5 months, 3 weeks ago
Most Retirement Plans Look Good on Paper, But FAIL in Reality
Episode 148
Are you sure your retirement plan is optimized for the right things? In this episode, I discuss what the true mark of a successful retirement plan is…
6 months ago
7 MAJOR Benefits of a Brokerage Account in Retirement
Episode 147
Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage…
6 months, 1 week ago
4 Reasons You Should Take Social Security at 62
Episode 146
Are you still trying to decide when to take Social Security? Well, in this episode, I am deviating from my normal stance to share 4 reasons you might…
6 months, 4 weeks ago
Don't Retire Yet - Try This Instead
Episode 145
Are you anxious about an abrupt transition to retirement? In this episode of Retirement Answers, I share the concept of phased retirement, where you …
7 months ago
The Big HSA Mistake Retirees Don’t Know They Are Making
Episode 144
Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential ris…
7 months, 2 weeks ago
New 2026 Tax Brackets, Standard Deductions & More!
Episode 143
Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gain…
7 months, 3 weeks ago