Podcast Episodes
Back to SearchWhy Your Roth Conversion Could Trigger Unexpected Tax Penalties
Episode 112
Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up co…
1 year, 3 months ago
10 Retirement Hacks That Will Save You Money
Episode 111
There are a few simple ways to save money in retirement and keep more of your hard earned money in your pocket. In this episode, I share 10 hacks tha…
1 year, 3 months ago
Recession-Proof Your Portfolio By Doing THIS
Episode 110
What if the market tanks right after you retire? It's important to be prepared and have a plan in place for the 'what-ifs' that could happen. In this…
1 year, 4 months ago
Why You Should STOP Doing Roth Conversions
Episode 109
Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and…
1 year, 4 months ago
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
Episode 108
Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.
I share a few things…
1 year, 4 months ago
This is the BEST Way To Do Roth Conversions
Episode 107
What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?
In this episode, I share how you ca…
1 year, 4 months ago
How To Plan For Long-Term Care in Retirement
Episode 106
Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purcha…
1 year, 4 months ago
Stock Market Crash? Take Advantage of These 3 Opportunities
Episode 105
The stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make th…
1 year, 4 months ago
How To Invest AFTER You Retire
Episode 104
You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your inves…
1 year, 4 months ago
DO THIS To Spend Confidently in Retirement
Episode 103
The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement migh…
1 year, 5 months ago