Podcast Episodes
Back to SearchMAJOR Changes To 401k Catch-Up Contributions in 2026
Episode 142
If you're 50+ and making catching catch-up contributions to your employer 401k plan, this episode is for you. In 2026, you might have to change how y…
7 months, 3 weeks ago
4 Retirement Fears to STOP Believing After You Reach 50
Episode 141
Have you ever wondered why so many people dream of early retirement but never actually do it? In this episode, I dive into the most common fears that…
8 months ago
Don't Retire Early Without Understanding THIS Tax Strategy First
Episode 140
What if you could retire earlier than expected, access your savings without penalties, get health insurance subsidies, and pay no taxes for the first…
8 months, 1 week ago
5 Misleading Retirement Beliefs That Can Sabotage Your Future
Episode 139
Have you ever wondered if certain beliefs about retirement could actually jeopardize your future instead of securing it? In this episode of the Retir…
8 months, 1 week ago
5 Questions You MUST Answer If Retiring Before 65
Episode 138
Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist
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8 months, 4 weeks ago
This Is The Roth Conversion SWEET SPOT
Episode 137
What ingredients make for the most optimal Roth conversions? In this episode, I explain what the Roth conversion sweet spot is and why this period of…
9 months ago
Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
Episode 136
You ever have something not be what expected it to be? Well, as a retirement planner who is helped over 100 clients, I have learned an important less…
9 months, 1 week ago
The Roth Conversion MISTAKE Every Retiree Should Avoid
Episode 135
Roth conversions might help you save on taxes in retirement, but that doesn't mean you only need Roth IRAs... In this episode, I share why it's actua…
9 months, 3 weeks ago
The 2026 Social Security COLA + Who It Applies To
Episode 134
The 2026 Social Security COLA has been announced! I will share what it is, who it applies to, how it's calculated, and why your Social Security claim…
9 months, 4 weeks ago
Social Security REGRETS: The Top 5 Mistakes Retirees Make
Episode 133
Are you sure you are taking Social Security at the right time? Well, in this episode, I share 5 common mistakes retirees make when claiming Social Se…
10 months ago