Podcast Episodes
Back to SearchLook Both Ways Before You Cross The Road To A Roth IRA
Episode 108
Millions of people are moving money into tax free Roth IRAS in anticipation of higher taxes in the future, and to get as tax efficient as possible. S…
1 year, 4 months ago
Question of the Month
Episode 107
It is time for our question and answer show for May, and we have many great questions to answer this month--including one on inheriting an IRA, anoth…
1 year, 4 months ago
It’s Not About How You Look – It’s Just That You Win
Episode 106
Let me ask you a question. When it comes to investing, are you more about trying to maximize returns to look really good or are you more concerned ab…
1 year, 4 months ago
Retirement Planning Challenges for Mother’s and Women
Episode 105
It is one of the most special weekends of the year. It is Mother's Day. So, to honor mothers and women everywhere, we are devoting this show to many …
1 year, 4 months ago
Common Misconceptions about Taxes in Retirement
Episode 104
1 year, 5 months ago
Do You Hear a Ticking Sound Inside of Your Traditional 401(k), 403(b) Or IRA?
Episode 103
Most people's retirement plans hold an asset that is a ticking tax bomb. What can you do about this and how can you diffuse it? Find out right now
1 year, 5 months ago
Question & Answer Show for April 2025
Episode 102
It's time for our question and answer show for April, and we have many great questions to answer this month. Find out the answer to these questions, …
1 year, 5 months ago
Are You Making These Critical Beneficiary Mistakes?
Episode 101
How do your assets and money get passed on to your heirs? Most people think they go through a will and or trust. Now. While that may be true for som…
1 year, 5 months ago
Buyouts and Early Retirement Packages
Episode 100
Many companies across America are reducing their workforce to save money by offering early buyout opportunities or voluntary retirement. If you are o…
1 year, 5 months ago
Have You Thought of Everything in Your Retirement?
Episode 99
Many people think they have thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circ…
1 year, 6 months ago