Podcast Episodes
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Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan
In this episode, Anthony is considering a Roth conversion for his IRA, but how much should he convert—and how quickly? We dive into the factors that …
1 year, 4 months ago
Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy
In this episode, Gladys brings up a key healthcare question: Can using Medishare be a smart option before she qualifies for Medicare? We explore the …
1 year, 4 months ago
Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move
In this episode, Awnee asks whether she should move her Traditional Thrift Savings Plan (TSP) into an IRA and then convert it to a Roth. We break dow…
1 year, 4 months ago
Episode 10: Should Val Convert Her 401(k)?
In this episode, Val dives into an important retirement question: Should she convert her traditional 401(k) into a Roth account? We explore the ins a…
1 year, 4 months ago
Episode 9: CDs, College Breaks, and IRAs – Connie’s Financial Questions Answered
In this episode, Connie has three important questions on her mind: Should she invest in CDs? What should she consider about her 21-year-old child tak…
1 year, 5 months ago
Episode 8: Do You Need a Financial Planner if You’re Still Working in Your 50s and 60s?
In this episode, Laura asks whether she and her husband, both still working at ages 55 and 60, need a financial planner. We’ll discuss the benefits o…
1 year, 5 months ago
Episode 7: Managing Medical Expenses When Working Past Age 65
In this episode, Betsy asks about navigating medical expenses while still working past age 65. We’ll break down how Medicare interacts with employer …
1 year, 5 months ago
Episode 6: How Qualified Charitable Distributions Can Save You on Taxes
In this episode, Lucretia asks about Qualified Charitable Distributions (QCDs) and how they can help reduce her federal income taxes. We’ll explain w…
1 year, 5 months ago
Episode 5: Should Linda File for Social Security Now or Wait?
In today’s episode, Linda asks whether she should file for Social Security at age 63 or hold off until 67 or even 70 by working part-time and drawing…
1 year, 5 months ago
Episode 4: How Future Inflation Could Impact Delaying Social Security
In this episode, we dive into a listener question from Guy, who’s wondering if future inflation could make it beneficial to delay his Social Security…
1 year, 6 months ago