Podcast Episodes
Back to SearchAsk This Question BEFORE You Retire
Episode 85
Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money f…
1 year, 10 months ago
Here's When You Should Do Roth Conversions
Episode 84
Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most …
1 year, 10 months ago
How Much Cash Should I Hold in Retirement?
Episode 83
How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Sho…
1 year, 11 months ago
Stop Avoiding IRMAA!
Episode 82
IRMAA stands for Income Related Monthly Adjustment Amount. In short, it is a surcharge that can be added to your Medicare Part B & D premiums IF you …
1 year, 11 months ago
6 Reasons to Spend Your Roth IRA in Retirement
Episode 81
Having a Roth IRA in retirement can be very powerful. It allows you to make tax-free distributions for retirement income and gives you flexibility ar…
2 years ago
Navigating Market Volatility in Retirement
Episode 80
It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets an…
2 years ago
Watch Out for These 5 Investing Mistakes!
Episode 79
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I've seen a common theme in almost every portfolio review …
2 years ago
Tax-Savvy Retirement: Asset Location Explained
Episode 78
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Tax planning is a huge part of building a successful retir…
2 years, 1 month ago
5 Ways to Reduce Your RMDs (& SAVE BIG)
Episode 77
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Required Minimum Distributions (RMD) aren't the worst thin…
2 years, 1 month ago
Where Should I Pull Funds From First in Retirement?
Episode 76
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Not sure where to pull income from first in retirement? It…
2 years, 2 months ago