Podcast Episodes

Episode 38: Jeff asks, “I’m Thinking About a Roth Conversion—Where Do I Begin?”

Jeff’s ready to do his first Roth conversion—but how does he get started without triggering a tax mess?

In this episode, we break-down the key steps f…

1 year, 1 month ago

Episode 37: Bill asks for the smart way to consolidate his investments

Bill wants to simplify his financial life by consolidating his investment portfolio—but how can he do it efficiently and without unintended tax conse…

1 year, 2 months ago

Episode 36: Mary asks about the financial tradeoffs of paying cash for her next house

Mary wants to know if it’s a smart move to buy her next house with cash.

In this episode, we break-down the pros and cons of paying cash versus financ…

1 year, 2 months ago

Episode 35: Why are Barb’s tax returns so complicated in retirement?

Episode 35

Barb expected retirement to simplify her finances—but her tax returns are more complicated than ever!

In this episode, Scott & Andriy break-down why t…

1 year, 2 months ago

Episode 34: Why didn’t Judi’s advisor fight to win her back?

Episode 34

Judi left her financial advisor after 5 years—but what surprised her most was that they didn’t even try to win her back!

In this episode, Scott & Andr…

1 year, 2 months ago

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 &…

1 year, 2 months ago

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 …

1 year, 3 months ago

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…

1 year, 3 months ago

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, 3 months ago

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, 3 months ago