Podcast Episodes
Back to SearchHuge Tax Bills at Vanguard: What Retirement Savers Need to Know
Episode 159
Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).
Specifically, he's sharing:
What happen…3 years, 11 months ago
10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
Episode 158
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Guaranteed security against market risk. Tax-free retiremen…
4 years ago
How to Reduce Medicare IRMAA in 2022
Episode 157
Today I'm sharing a fun announcement with everyone.
I'm also providing retirement savers with important information on the 2022 Medicare IRMAA bracke…
4 years ago
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Episode 156
Today I'm talking about Grandparent 529 Plans.
In fact, a BIG change was recently that seemed to fly under the radar.
In addition to discussing this …
4 years ago
3 Key Takeaways on Inflation from the May CPI Report
Episode 155
Today I'm sharing key takeaways from the May inflation (CPI) report.
I'm also sharing:
What "shadow inflation" is (and why you should ignore it) Why…4 years ago
Why Are TIPS (Inflation-Protected Bonds) Losing Money?
Episode 154
Inflation has skyrocketed this year.
In fact, inflation jumped to a 40-year high of 8.5% in March 2022.
So why are Treasury Inflation-Protected Secur…
4 years ago
3 Big Retirement Mistakes (and How to Sidestep Them)
Episode 153
Today I'm sharing three (3) big retirement planning mistakes and how to avoid them.
Actually, that's not true...
I was inspired to add a fourth retir…
4 years ago
Bonds, Recessions, and Withdrawing Money in Retirement
Episode 152
The markets are off to the worst start since 1939!
Given that, I'm answering three (3) BIG questions from listeners today:
Why are stocks AND bonds …4 years, 1 month ago
Financial Scam Alert + 3 Ways to Protect Yourself (and Your Loved Ones!) in Retirement
Episode 151
Today I'm sharing details about a (new) popular financial scam.
To help you stay safe, I'm also sharing 3 ways to stay safe and protect yourself in r…
4 years, 1 month ago
Why You Shouldn't "Buy the Dip"
Episode 150
Today I'm talking about investing.
Specifically, I'm joined by data scientist and author, Nick Maggiulli, and we're talking about:
How to invest in …4 years, 2 months ago