PODCAST · business
Bitesize Retirement
by Jean, CLU®, CRPC®
Helping people with $1M+ in retirement savings make smarter decisions about taxes, Social Security, RMDs, Roth conversions, Medicare, retirement income, and more — one decision at a time. bitesizeretirement.substack.com
Episodes
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J.P. Morgan’s 7% Forecast and Your Retirement Income
Average returns do not tell you when the bad years arrive—or how you will pay your bills while you wait for a recovery. Jean explains J.P. Morgan’s updated 60/40 outlook and the difference between a long-term annualized forecast and a dependable retirement income plan. The 7% assumption is for a...
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The $2 Million 401(k) Tax Problem
A $2 million traditional 401(k) can be a major retirement achievement—and still leave important tax decisions ahead. Required withdrawals, a change to Single filing status and the way you access your savings can affect how much control you have over retirement income. In The $2 Million 401(k) Tax...
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Your Spouse Needs Long-Term Care. Can You Still Afford to Retire?
What happens when one spouse needs long-term care, but the same savings must still fund the other spouse’s retirement? A $2 million portfolio can face very different demands when care costs are added to everyday household expenses. Jean at Bitesize Retirement explores the often-overlooked…
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The AI Boom Has A Warning For Your Retirement
A company can have billions of dollars in expected future revenue and still face serious financial pressure today.Retirement creates a similar challenge.You may have $1.5 million or more in retirement savings and believe in the long-term growth of the stock market. But your property taxes…
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005 - The AI Boom Has a Warning for Your Retirement
The AI boom is creating enormous wealth. But one of the companies helping build that future is sending a very different message from the credit market. CoreWeave, a major provider of AI computing infrastructure, has secured enormous contracts to supply the computing power behind artificial...
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004 - Your Tax Bracket Is Not a Roth Conversion Strategy
“We’re in the twenty-two percent bracket, so we should convert as much as possible.” That sentence sounds precise. It contains a number, a rule, and an action. It is also an incomplete retirement strategy. A tax bracket tells you the federal rate that applies to the next dollar of taxable income,...
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003 - Your Retirement Plan Has Two Clients. One May Be Left Alone.
A couple can agree on almost everything about retirement and still have two very different relationships with money. One spouse watches investments. The other keeps the household running. One knows the account passwords and understands the tax returns. The other knows which expenses can be...
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002 - The Most Expensive Retirement Mistake Can Happen in a Rising Market
The portfolio recovered. The retirement plan did not. That sounds contradictory until you look at the money that had to leave the account along the way. A market index can eventually regain its old high while a retiree’s balance remains permanently behind, because the household was withdrawing…
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001 — Your $2 Million 401(k) Is Not $2 Million You Can Spend
In this episode, Jean looks at what changes when a retirement portfolio stops being an accumulation account and starts becoming part of your paycheck.In this episode:• Why a $2 million balance is not the same as $2 million of spendable money• How taxes and lifestyle spending change retirement...
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ABOUT THIS SHOW
Helping people with $1M+ in retirement savings make smarter decisions about taxes, Social Security, RMDs, Roth conversions, Medicare, retirement income, and more — one decision at a time.
bitesizeretirement.substack.com
HOSTED BY
Jean, CLU®, CRPC®
CATEGORIES
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Frequently Asked Questions
How many episodes does Bitesize Retirement have?
Bitesize Retirement currently has 9 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Bitesize Retirement about?
Helping people with $1M+ in retirement savings make smarter decisions about taxes, Social Security, RMDs, Roth conversions, Medicare, retirement income, and more — one decision at a time. bitesizeretirement.substack.com
How often does Bitesize Retirement release new episodes?
Bitesize Retirement has 9 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Bitesize Retirement?
You can listen to Bitesize Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Bitesize Retirement?
Bitesize Retirement is created and hosted by Jean, CLU®, CRPC®.
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