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Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?
Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

Episode 33

Tobi is considering rolling-over her 401(k) and hiring a CFP to manage her investments—but is the 1% management fee worth it?

In this episode, Scott &…

11 months, 2 weeks ago

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Episode 32: Where Should You Park Inherited Money? Margie’s Short-Term Strategy
Episode 32: Where Should You Park Inherited Money? Margie’s Short-Term Strategy

Episode 32

In this episode of Retirement Decoded with Scott Tucker, Margie asks an important question: Where should she park a sum of inherited money for up to …

11 months, 3 weeks ago

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Episode 31:  Is It Time to Reduce Risk? Jim’s Retirement Dilemma
Episode 31: Is It Time to Reduce Risk? Jim’s Retirement Dilemma

Episode 31

In this episode of Retirement Decoded with Scott Tucker, Jim shares his concerns about market volatility and wonders if it’s time to reduce risk in h…

11 months, 4 weeks ago

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Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded
Episode 30: Should You File for Social Security Early & Invest the Money? Liz’s Big Question Decoded

In this episode of Retirement Decoded with Scott Tucker, Liz asks a compelling question:

Should she file for Social Security retirement benefits early…

1 year ago

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Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity
Episode 29: RMD Rule Changes 2025: Paula’s Plan for Retirement Clarity

In this episode of Retirement Decoded with Scott Tucker, Paula seeks clarity on the upcoming Required Minimum Distribution (RMD) rule changes for 202…

1 year ago

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Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs
Episode 28: Funding Futures: Margaret's Question About Grandkids' Roth IRAs

In this episode of Retirement Decoded with Scott Tucker, Margaret brings an inspiring question to the table: how can she help fund her grandchildren’…

1 year ago

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Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind
Episode 27: Protecting Your Forever Home: Georgine’s Journey to Peace of Mind

In this episode of Retirement Decoded with Scott Tucker, we meet Georgine, who’s facing an important question: how can she ensure her forever home is…

1 year ago

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Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma
Episode 26: Roth Conversions Explained: Mary’s 401(k) and IRA Dilemma

Mary is wondering if a Roth conversion is the right move for her 401(k) and IRA. In this episode, we break down what a Roth conversion is, how it wor…

1 year, 1 month ago

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Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?
Episode 25: Can I Max Out My Roth IRA If My Husband Maxes Out His 457(b)?

Becky has an important question: Can she max out her Roth IRA if her husband is already maxing out his 457(b)? In this episode, we explore how spousa…

1 year, 1 month ago

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Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)
Episode 24: Mary's Dilemma: Navigating the Traditional 403(b)

Mary has a big question on her mind: What should she do with her Traditional 403(b)? In this episode, we dive into her options, breaking down key con…

1 year, 1 month ago

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