Podcast Episodes
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Episode 73: Angela from Lincoln Square asks: “Should I Convert My IRA to a Roth Before Taxes Go Up?”
Angela from Lincoln Square has been hearing a lot about Roth conversions and is wondering whether she should convert part of her traditional IRA befo…
2 months, 1 week ago
Episode 72: Debbie from Park Ridge asks: “Should I Pay Off My Mortgage Before I Retire?”
Debbie from Park Ridge is getting close to retirement and wondering whether she should use some of her savings to pay off the remaining balance on he…
2 months, 2 weeks ago
Episode 71: Listener Question from Karen: How Much Can I Safely Withdraw in Retirement?
Karen from Mount Prospect asked: “How much can I safely withdraw from my retirement accounts?” This is one of the most important retirement plannin…
2 months, 3 weeks ago
Episode 70: Listener Question from Susan: Should I Move to Cash Because the Market Feels Risky?
Susan from Arlington Heights asked: “Should I move my retirement accounts to cash because the market feels risky?” Many retirees make emotional dec…
2 months, 4 weeks ago
Episode 69: Listener Question from Linda: Should I Take Social Security at 62 or Wait?
Linda from Park Ridge asked: “Should I take Social Security at 62 or wait?” This decision can significantly impact your retirement income. In thi…
3 months ago
Episode 68: Brian asks: “How do I protect my retirement income if I live longer than expected?”
Brian is concerned about longevity risk and outliving his money. This question breaks down sustainable withdrawal strategies, guaranteed versus non-g…
3 months, 1 week ago
Episode 67: Susan asks: “Should I be moving money out of my 401(k) now that I’m retired?”
Susan has recently retired and is unsure what to do with her old employer 401(k). This question explores rollover decisions, investment flexibility, …
3 months, 2 weeks ago
Episode 66: Kevin asks: “Is it risky to retire in a year when the market is at or near all-time highs?”
Kevin is close to retirement and worried about stepping away from work when markets feel expensive. He wants to understand sequence-of-returns risk, …
3 months, 4 weeks ago
Episode 65: Dave asks: “How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?”
Dave is about 5 years from retirement and wonders how to start reducing risk without getting too conservative too soon. Scott talks through the ba…
4 months ago
Episode 64: Linda asks: “How Do We Control Taxes When RMDs and Social Security Start?”
Linda wants to know how to manage retirement income once Social Security and required minimum distributions begin. Scott breaks down how different…
4 months, 1 week ago