Podcast Episodes
Back to Search8 Important (But Little-Known) Rules To Know Before You Retire
Episode 122
There are so many little details and rules to know about as you head into retirement and today I'm sharing 8 rules that I think everyone should know …
1 year, 1 month ago
5 Things to STOP Doing Before You Retire (And What To Do Instead)
Episode 121
Getting close to retirement? Here are 5 things you should stop doing before you get started.
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1 year, 1 month ago
18 Signs You Are Better Prepared for Retirement Than Most People
Episode 120
Wondering if you are behind on your retirement plan? You are probably more prepared than you think and these 18 signs are good indicators!
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1 year, 2 months ago
Retire NOW If You Answer YES to These 5 Questions
Episode 119
Knowing the best time to retire is tough to figure out because of all the details involved, but if you can answer 'YES' to these 5 questions, it migh…
1 year, 2 months ago
Why This Account Changes Everything in Retirement
Episode 118
There is an account that can give you ultimate flexibility and help you reduce taxes in retirement... and no, it's not a Roth IRA. It gives you the f…
1 year, 2 months ago
Why Converting Everything to Roth is a MISTAKE
Episode 117
Are you making this mistake with your Roth conversions? In this episode, I explain why having some money in your Traditional IRA could save you thous…
1 year, 2 months ago
What Most Retirees Don't Know About Social Security Survivor Benefits
Episode 116
Social Security survivor benefits are really confusing, but in this episode I break down everything you need to know about survivor benefits to help …
1 year, 3 months ago
Social Security Spousal Benefits - Avoid These Common Mistakes
Episode 115
Most retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Soc…
1 year, 3 months ago
What You Can Do To Avoid The IRA Pro-Rata Rule
Episode 114
Do you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay…
1 year, 3 months ago
What The Top 1% of Retirees Do Differently From Everyone Else
Episode 113
The top retirees approach retirement completely different from everyone else. They have an abundance mindset and live with intentionally, and that's …
1 year, 3 months ago