Podcast Episodes
Back to SearchRetirement Trifecta, FAQs on SS, RMDs and taxes Part 1
Episode 192
Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes
4 months, 2 weeks ago
The 1-2-3s of RMDs
Episode 191
Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategi…
4 months, 3 weeks ago
Biased Investing
Episode 190
Noel Swain discusses Gen Xers who are scared they will run out of money, and Millennials and Gen Z'ers who are gambling on margin because a YouTuber …
5 months ago
5 Critical Questions to Answer before filing for social security
Episode 189
Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so t…
5 months, 1 week ago
5 Retirement Planning Resolutions
Episode 188
Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.
5 months, 2 weeks ago
Christmas Stories Around the Fireplace
Episode 187
Noel Swain and Pamela Lyda share 6 heartwarming Christmas stories and then discuss the financial takeaway from each.
5 months, 3 weeks ago
The AI Bubble - Are we getting Gifts or Coal?
Episode 186
Noel Swain discusses the recent AI stock market hype as to whether we might be destined for a continued market climb, a bubble bust, or maybe just a …
6 months ago
Keeping the Magic of Christmas without Breaking the Bank
Episode 185
Noel Swain discusses how to budget and give intentionally during the Christmas season.
6 months, 1 week ago
Mental Money Mistakes
Episode 184
Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially
6 months, 2 weeks ago
When Can You Really Retire
Episode 183
Noel Swain discusses the necessary steps to make sure you are prepared for a retirement that could last 30 to 40 years.
6 months, 3 weeks ago