Podcast Episodes
Back to SearchWhy Retirees with $1M Actually End Up With TOO MUCH
Episode 132
Are you making the same mistake many other retirees make? If so, you could end up missing out on a lot right now, and have more money that you ever n…
10 months, 1 week ago
Are You Optimizing Social Security For The WRONG Thing?
Episode 131
Is a break even analysis or trying to get the maximum lifetime benefits from Social Security the wrong way to optimize your benefits? In this episode…
10 months, 2 weeks ago
Roth Conversions Just Got More Complicated (OBBBA Update)
Episode 130
The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some…
10 months, 4 weeks ago
Can Capital Gains Push Me Into a Higher Tax Bracket?
Episode 129
The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other incom…
11 months, 1 week ago
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom
Episode 128
Trying to retire before 60? Creating income for yourself can be tough and can cause penalties if you aren't careful... That's where the Rule of 55 ca…
11 months, 3 weeks ago
Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself
Episode 127
Is it possible to "over-save" for retirement? I'd argue it is possible and most people don't realize what it's costing them. So, in this episode, I'm…
1 year ago
How To Create Tax-Free Income In Retirement WITHOUT A Roth IRA
Episode 126
Do you really need a Roth IRA in retirement? Personally, I don't think so if you create a good income plan, so in today's episode, I share how a coup…
1 year ago
These 5 Tax Mistakes Will Waste Your Retirement Savings
Episode 125
Tax planning might be the most consequential part of your retirement plan... If you plan well, you could save yourself hundreds of thousands of dolla…
1 year ago
Retirement Tax Planning: What It Is (Actually) + Why It Matters
Episode 124
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is cr…
1 year ago
The Widow's Tax Trap: What Is It & How To Avoid It
Episode 123
There is a tax trap waiting on retired couples, but most don't know about it until it's too late. In this episode, I share what the Widow's Tax Trap …
1 year, 1 month ago