Podcast Episodes
Back to SearchLump Sum Pension: 5 Questions You Can't Afford to Ignore
Season 1 Episode 196
Deciding between a lump sum pension or monthly payments is one of the biggest financial choices you'll ever make and once you decide, there's no goin…
7 months ago
Roth Conversion Hidden Traps That DIY'ers Must Know
Season 1 Episode 195
Thinking about doing Roth conversions on your own, especially with a pension? It can be tricky without software, but knowing what to watch for makes …
7 months, 1 week ago
What Retired Millionaires Regret Most (It's Not Money!)
Season 1 Episode 194
We've worked with hundreds of successful retirees, many with pensions and over a million saved, and one thing always surprises people: their biggest …
7 months, 1 week ago
Pension Planning: Build a Legacy That Lasts
Season 1 Episode 193
Most people see their pension as income to cover expenses, but with the right strategy, it can also create a lasting legacy. In this episode, we brea…
7 months, 2 weeks ago
Roth Conversions After 60: The Hidden Window of Opportunity
Season 1 Episode 192
If you're over 60, your retirement planning enters one of the most overlooked yet powerful stages: the window between retirement and Required Minimum…
7 months, 3 weeks ago
Roth IRA 5-Year Rule: Everything to Know
Season 1 Episode 191
Confused about the Roth IRA 5-year rule? You're not alone. The Roth IRA 5-year rule is one of the most confusing parts of retirement planning, but it…
7 months, 3 weeks ago
The 5 Pillars of Pension Planning: Must-Haves for a Secure Retirement
Season 1 Episode 190
Are you truly prepared for retirement? This video breaks down the five essential pillars of pension planning that every retiree, or soon-to-be retire…
7 months, 3 weeks ago
Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement
Season 1 Episode 189
If you have a pension and over $1 million saved for retirement, your Medicare costs may look very different from the average retiree. In this video, …
7 months, 4 weeks ago
Taking VERA? 6 Things Federal Employees Must Know!
Season 1 Episode 188
Are you a federal employee considering the Voluntary Early Retirement Authority (VERA)? Making the decision to retire early is a big step, and it com…
7 months, 4 weeks ago
What Every DIY Needs to Know for Retirement Planning
Season 1 Episode 187
Are you considering handling your retirement planning on your own? This video shares the 7 key things every DIY retirement planner needs to understan…
8 months ago