Podcast Episodes
Back to SearchInflation Spiked: How Should Retirement Savers Respond
Episode 149
Inflation jumped 8.5% through March.
This is the highest reported level since 1981. 😬
It was also the biggest monthly jump in prices since 2005.
How…
4 years, 2 months ago
Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You
Episode 148
Today I'm tackling part two of our series on Roth conversions.
Specifically, I'm sharing:
How to determine if a Roth conversion makes sense A Ro…4 years, 2 months ago
Roth Conversions Part 1: What, How, and Why
Today I'm kicking off a 2-part series on Roth conversions.
Specifically, here in part one, I'm breaking down:
What a Roth conversion is How a Roth c…4 years, 3 months ago
Why I Was Wrong About Inflation + The Probability of a Recession
Episode 146
Today I'm addressing inflation (again), war, and the risk of a recession.
Specifically, I'm sharing:
An update on the recent inflation report Why my…4 years, 3 months ago
5 Reasons NOT to Do a Roth Conversion in 2022
Episode 145
Today I'm talking about Roth conversions.
But instead of talking about why they're so great...
...I'm sharing 5 reasons why you might NOT do them.
To…
4 years, 3 months ago
Inflation Part 2: How Inflation Will Affect Your Tax Bill
Episode 144
Today I'm sharing what the recent spike in inflation will do to your tax bill.
Why?
Because the higher inflation is, the more uneven its impact is o…
4 years, 4 months ago
Inflation Part 1: Five Things Retirement Savers Need to Know
Episode 143
Today I'm talking about inflation.
In 2021, consumer prices rose 7%...the largest increase in 39 years.
Is this good news or bad news? What does thi…4 years, 4 months ago
Why the Stock Market Is Falling (And How to Respond!)
Episode 142
Today I'm discussing the current stock market volatility.
As of a couple days ago, U.S. stocks were off to their worst start since 2016.
Bonds are al…
4 years, 4 months ago
Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
Episode 141
Today I'm tackling part 2 of our life insurance in retirement series.
To help, friend and fellow financial planner, Stephanie McCullough stops by.
To…
4 years, 5 months ago
Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks
Today I'm kicking off our two-part series on life insurance.
Specifically, I'll be tailoring these episodes to those who are in retirement or close t…
4 years, 5 months ago