Podcast Episodes

Why We Need to Stop Talking About "Paying Off the National Debt"

Episode 210

The U.S. national debt recently crossed $34 trillion.

Without causing some serious pain, paying off this debt is nearly impossible to do.

We would ha…

2 years, 5 months ago

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How to Evaluate (and Choose) a Financial Advisor

Episode 209

With over 300,000 in the U.S., finding a financial advisor is easy.

On the other hand, properly evaluating an advisor AND choosing the right expert t…

2 years, 5 months ago

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2024 Market Outlook: Why We Should Prepare for a Crash

Episode 208

Today I'm talking about stock market predictions.

Specifically, I'm sharing:

‣ What happened in the markets in 2023

‣ What may lie ahead for us in 20…

2 years, 5 months ago

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4 Retirement and Tax Planning Updates for 2024

Episode 207

Today I'm sharing 4 (important!) retirement and tax planning updates for 2024.

I'm also sharing my freshly updated two-page tax cheatsheet 😊

One list…

2 years, 6 months ago

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Is Tax-Loss Harvesting Worth It?

Episode 206

Year-end is a popular time for tax planning strategies.

Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions.

An…

2 years, 6 months ago

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3 Big Medicare Pitfalls to Avoid (In 2024)

Episode 205

Navigating the Medicare world is confusing and challenging. 

As a result, many retirees make Medicare decisions without clearly understanding the lon…

2 years, 7 months ago

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Part 2: What the %@#! Is Happening to Bonds

Episode 204

In part two of my series on bonds, I'm tackling three BIG questions:

1.) With cash yielding 5%, does it make sense to use money market funds (or t-bi…

2 years, 7 months ago

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Part 1: What the %@#! Is Happening to Bonds

Episode 203

Bonds are down 20%+ over the past three years. 

Meanwhile, riskier asset classes (like U.S. stocks) are UP ~30% during the same period.

‣ What the %@…

2 years, 8 months ago

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9 Fun (and Useful!) Facts About Investing & Retirement

Episode 202

Today I'm sharing nine fun facts about the economy, markets, and retirement. 

Along with being entertaining, these facts bring important planning t…

2 years, 8 months ago

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Credit Freeze: Top 5 (Listener!) Questions Answered

Episode 201

Everyone should freeze their credit.

But most retirement savers I talk to have not tackled this simple (and free!) task.

After commenting briefly abo…

2 years, 8 months ago

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