Podcast Episodes
Back to SearchMedicare Enrollment Mistakes That Cost Thousands
You'll discover the insider tricks to navigate Medicare enrollment, sidestep costly penalties, and strategically use the system to slash your healthc…
2 months, 2 weeks ago
The Pro-Rata Rule Backdoor Trap
You'll discover exactly how to navigate the pro-rata rule when converting to a Roth, and why your pre-tax IRA balance might derail your backdoor stra…
2 months, 2 weeks ago
Roth IRA Catch-Up Strategy Explained
You'll discover exactly how to leverage Roth IRA contribution limits and catch-up contributions to supercharge your tax-free retirement savings even …
2 months, 2 weeks ago
ESPP Without Blowing Your Portfolio
You'll discover how to maximize your employer stock purchase plan while spreading your investments wisely so you don't accidentally bet your financia…
2 months, 2 weeks ago
Roth Conversions Without The Pro-Rata Trap
You'll discover how to strategically convert traditional IRA funds to a Roth in high-income years while avoiding the pro-rata rule that could tank yo…
2 months, 2 weeks ago
When to Quit Without Losing Everything
You'll discover how to recognize when past investments are clouding your judgment and learn the exact framework for deciding when quitting is actuall…
2 months, 2 weeks ago
Stop Wasting Your Benefits Money
You'll discover exactly which health benefits actually save you money and how to pick the right plan so you stop wasting thousands every year. 📚 Pers…
2 months, 2 weeks ago
Roth vs Traditional IRA Forever
You'll discover the exact tax questions to ask yourself right now so you can confidently pick between a Roth and Traditional IRA based on your actual…
2 months, 3 weeks ago
Your Investment Policy Statement Beats Panic
You'll discover how to use an investment policy statement as your emotional anchor to avoid panic selling when markets crash and stay committed to yo…
2 months, 3 weeks ago
Raise Money Without Lifestyle Creep
You'll discover the psychological tricks to keep your raise from disappearing into lifestyle creep and learn exactly where to redirect it for actual …
2 months, 3 weeks ago