Podcast Episodes
Back to SearchThe Most Overlooked Retirement Decision (It's Not Your Portfolio)
Episode 280
One of the biggest decisions you'll make in your 70s and 80s has nothing to do with your portfolio.
It's not about Social Security timing. And it's n…
2 months, 1 week ago
The 6-Digit Code That Can Drain Your Retirement Account (And How to Stop It)
Episode 279
According to the FBI, Americans lost nearly $21 billion to cyber-enabled fraud last year—a 26% increase from the year before.
And the single largest …
2 months, 2 weeks ago
The Real Cost of a Financial Advisor (And Why the 1% Math Is Misleading)
Episode 278
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings.
The math look…
2 months, 3 weeks ago
Why the Happiest Retirees Spend Their Money Differently
Episode 277
Saving for retirement is one challenge.
Feeling comfortable (and confident) enough to actually enjoy it is another.
Even when the numbers say you're …
2 months, 4 weeks ago
Why 59% of Stocks Destroy Wealth (And What Smart Retirees Do About It)
Episode 276
If you're in or near retirement, one bad investment decision can have lasting consequences.
And new research shows just how risky stock picking can b…
3 months ago
The Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)
Episode 275
Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions.
But there's…
3 months, 1 week ago
5 Withdrawal Strategies to Boost Retirement Income (And How High You Can Really Go)
Episode 274
📝 Note: The 6.5% withdrawal rate is based on an 80% stock portfolio, a 30-year time horizon, and a 90% "confidence score." Thanks for your patience w…
3 months, 2 weeks ago
Why Healthcare Before Medicare Shouldn't Stop You From Retiring Early
Episode 273
Health insurance is keeping millions of Americans stuck in jobs they'd otherwise leave.
In fact, 1 in 5 workers ages 50–64 say they're staying put be…
3 months, 3 weeks ago
The Retirement Income Mistake That Costs Investors Up to 6% Per Year
Episode 272
For 30 or 40 years, a paycheck simply showed up. Then one day, it stops.
Now you're staring at a portfolio and asking:
"How do I turn this into relia…
4 months ago
The Retirement Risk That Changes Everything
Episode 271
Markets move every day. Headlines change every hour.
But the greatest threat to your retirement plan isn't volatility... it's something far less visi…
4 months, 1 week ago