Podcast Episodes
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The Five Financial Stages of Life - March 15, 2025
You might remember Rod Stewarts’s song Ooh La La, and the line that states: “I wish I knew what I know now, when I was younger!” How many times have …
1 year, 2 months ago
Planning for Large IRAs - March 8, 2025
If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure A…
1 year, 2 months ago
Tackling Twin Threats of Taxes and Inflation - March 1, 2025
When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undou…
1 year, 2 months ago
Growing Government Debt - February 22, 2025
In a time when growing government debt is almost certainly paving the way for higher taxes, helping ensure the protection of your retirement savings …
1 year, 2 months ago
Retirement Puzzle Cube - February 15, 2025
There are a lot of moving parts when it comes to preparing for retirement. When should I take my Social Security? When might I accidentally trigger h…
1 year, 3 months ago
Preserving And Optimizing Your 401k - February 8, 2025
Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retiremen…
1 year, 3 months ago
Preserving Your Retirement From Taxes - February 1, 2025
The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bou…
1 year, 3 months ago
Taxes in Retirement - January 25, 2025
The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bou…
1 year, 3 months ago
Tackling the Twin Threats of Taxes and Inflation - January 18, 2025
When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undou…
1 year, 4 months ago
Planning for the Future as a Family - January 11, 2025
Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many coup…
1 year, 4 months ago