Podcast Episodes
Back to SearchWhy You May Not Want to Convert All Your Money to Roth
Episode 253
“Hey Mike, I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs?” Discover …
9 months ago
How Social Security Taxes Have Changed
Episode 252
“Hey, Mike. I heard that Social Security is now tax free. Is that true?” Discover changes to the tax code and how you can potentially use it to your …
9 months ago
Different Ways to Get Funds into Roth or Other Tax-Free Accounts
Episode 251
“Hey Mike, what’s the best way to get funds into a Roth IRA?”
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9 months ago
Benefits and Detriments with “Fixed-Income” (Income from Bonds)
Episode 250
"Hey Mike, I plan on living off of income from my bond portfolio. What's the risk with this income strategy and how do you plan around it?” Discover…
9 months, 1 week ago
Why the Market, Politics, and Other Concerns Should Not Delay Your Retirement
Episode 249
“Hey Mike, with all that is going on, is now still a good time to retire?” Discover how to build your plan so you can retire when it makes sense for …
9 months, 1 week ago
The Problem with Filing for Social Security Early with the Intention of Investing Your Benefits
Episode 248
“Hey Mike, when does it make sense to file for Social Security early so you can take the benefits and reinvest them?” Discover when it may make more …
9 months, 1 week ago
Why More Risk Doesn’t Necessarily Mean More Reward
Episode 247
“Hey Mike, I am comfortable taking risks, even in retirement. For people like me, what type of portfolio would you recommend.” Discover why taking mo…
9 months, 1 week ago
Renting or Buying: Which is Better in Retirement?
Episode 246
“Hey Mike, is it better to rent or buy a home in retirement?”Discover the benefits and detriments of renting, buying, and buying with low maintenance…
9 months, 1 week ago
How Your Social Security Taxes are Calculated
Episode 245
“Hey Mike, is it true that Roth Income affects your social security taxes bracket?”Discover how your Social Security benefits are calculated and if y…
9 months, 2 weeks ago
Income Strategies for the First Five Years of Your Retirement
Episode 244
“Hey Mike, I want guaranteed income for the first few years of retirement, not for life. Is a bond ladder the best strategy?”Discover different ways …
9 months, 2 weeks ago