Podcast Episodes
Back to SearchSequence of Returns Risk: Should You Retire During a Recession?
Episode 102
What happens if the market goes down dramatically right when I retire? That's a big question on most retirees & pre-retirees minds, so in this episod…
1 year, 5 months ago
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
Episode 101
In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doi…
1 year, 5 months ago
6 Financial Goals to Reach By Age 60
Episode 100
If you can have these 6 things figured out by the time you are 60, your retirement will be that much more successful and enjoyable.
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1 year, 5 months ago
How To Avoid The RMD Tax Trap
Episode 99
If you aren't paying attention, a huge tax bomb could arise later in retirement. This tax bomb comes in the form of RMDs... But finding ways to minim…
1 year, 6 months ago
Every Retirement Plan Has This MAJOR Problem
Episode 98
As you approach retirement, you likely want to have everything planned out perfectly...
When you are going to start taking Social Security?When to do…1 year, 6 months ago
5 Hidden Costs That Catch Retirees Off Guard
Episode 97
Do you ever wonder what you might be missing as you plan for retirement? There's so much to think about and plan for that certain things can easily s…
1 year, 6 months ago
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
Episode 96
The Backdoor Roth might be the greatest tax loophole for high income individuals… But 99% of people have no idea how to do it correctly. So, in this …
1 year, 6 months ago
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Episode 95
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do.…
1 year, 6 months ago
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
Episode 94
Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) …
1 year, 7 months ago
Every Good Retirement Plan Includes These 6 Things
Episode 93
How do you know if your retirement plan is good or not? And what are the different things you need to include in your plan? That's what I discuss in …
1 year, 7 months ago