All Episodes
Accessible Finance For Retirement — 90 episodes
Three Essential Questions for Retirement Success | Accessible Finance for Retirement Ep. 89
Breaking Down Listener Questions on Retirement Planning and Investment Strategies | Episode 88
When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87
Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86
Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85
Roth IRA Conversions Explained: Optimize Your Retirement Strategy | Episode 84
Roth IRA Basics: Maximizing Retirement and Tax Benefits | Accessible Finance EP 83
Retirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82
Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81
Top Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80
How to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79
Managing Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78
How to Lower Your Taxes Before Retirement | Episode 77 of Accessible Finance
Understanding the Three Tax Buckets for Smarter Financial Planning | Accessible Finance Ep. 76
Navigating Financial Decisions After Losing a Spouse | Episode 75
Navigating Your Retirement in a Down Market | Accessible Finance Ep 74
Understanding Pension Plans, Social Security & Recent Policy Changes | Accessible Finance Ep. 73
Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72
Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit?
Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets?
Accessible Finance Episode 69: How To Help Adult Child Without Jeopardizing Our Retirement?
Accessible Finance Episode 68: How to Choose a Fiduciary Advisory, Roth Withdrawals, and Conversions
Accessible Finance Episode 67: Retirement Roth Contributions, Commission Jobs, and IBonds
Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions
Accessible Finance Episode 65: High Yield Savings, CDs, Stock/Fixed Income Allocations, and More!
Accessible Finance Episode 64: Give Your Younger Self Financial Advice That Would Have Benefitted You Today
Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more!
Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions
Accessible Finance Episode 61: Fee based vs Fee Only, Taxes, 401k and more- Listener Questions
Accessible Finance Episode 60: Investment Selection, Estate Planning, and Annuities - Listener Questions
Accessible Finance Episode 59 : The Golden Years or The Broke Years? Avoiding the Retirement Pitfalls
Accessible Finance Episode 58: Talking Money with Family-Navigating Tricky Financial Conversations
Accessible Finance Episode 57: Retirement Roulette - Are You Betting on a Winning Strategy?
Accessible Finance Episode 56: The Sandwich Generation: Preserving Your Sanity While Caring for Aging Parents and Kids
Accessible Finance Episode 55: Why are Roth Conversions Useful, and How Can They Help You?
Accessible Finance Episode 54: Ron & Hermione, 58 & 56, Pre-Retirees Planning For Early Retirement
Accessible Finance Episode 53: Bruce & Rachel, 66 and 64, Recently Retired Struggling With Asset Management
Accessible Finance Episode 52: Linda, 60, Planning Her Retirement With A Large Cash Reserve Currently
Accessible Finance Episode 51: John, 70, Looking To Retire With A Legacy Planning Focus
Accessible Finance Episode 50: Listener Write-In - Concerned My Parents Have Underfunded Retirement Accounts - What Do We Do?
Accessible Finance Episode 49: Listener Scenario - High Net Worth Couple, 68 & 66, Looking To Maintain Lifestyle While Being Tax Efficient
Accessible Finance Episode 48: Eric Reacts to Financial Advice Quotes - Part 3
Accessible Finance Episode 47: Eric Reacts to Financial Advice Quotes - Part 2
Accessible Finance Episode 46: Eric Reacts to Financial Advice Quotes - Part 1
Accessible Finance Episode 45: Retirement Part 7 - Estate Planning Part B
Accessible Finance Episode 44: Retirement Part 6 - Estate Planning Part A
Accessible Finance Episode 43: Retirement Part 5 - Long Term Care
Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation
Accessible Finance Episode 41: Retirement Part 3 - Medicare & Healthcare Planning
Accessible Finance Episode 40: Retirement Part 2 - Withdrawal Strategies
Accessible Finance Episode 39: Retirement Planning Part 1 - When Can I Retire?
Accessible Finance Episode 38: Sufficient Retirement Funding & Pro-Rata and Aggregation Rules Explained
Accessible Finance Episode 37: What Expenses Should I Track for the Current Tax Year??
Accessible Finance Episode 36: The FIRE (Financial Independence Retire Early) Movement
Accessible Finance Episode 35: What should you know about retirement?
Accessible Finance Episode 34: I filed my taxes and am ready to get my finances in order...where should I grow my emergency fund?
Accessible Finance Episode 33: I Filed My Taxes...What Happened To My Refund??
Accessible Finance Episode 32: You guys talk about the importance of an emergency fund...Is it really important?
Accessible Finance Episode 31: What should I look for on my Louisiana tax return, and who should care about Schedule E and C?
Accessible Finance Episode 30: What does a planner look at on your tax return, and what should you be looking to optimize?
Accessible Finance Episode 29: When and how should I consolidate my retirement accounts (401k, 457b, IRA, etc)?
Accessible Finance Episode 28: Is A Large Tax Refund Good? How Happy Should You Be?
Accessible Finance Episode 27: Single, mid 60s, annuity, $70k AGI
Accessible Finance Episode 26: Scenario #3 - Couple, 3 kids, $220k AGI, 11k/mo expenses
Accessible Finance Episode 25: Scenario #2 - Widowed, 70, Adult Kids, High Net Worth
Accessible Finance Episode 24: Scenario #1 - Married, 30s, Kids, $160 AGI
Accessible Finance Episode 23: Roth IRA - What, When, & Why?
Accessible Finance Episode 22: Interview Part 2 With Cathy (a non-financial planner)
Accessible Finance Episode 21: Interview Part 1 With Cathy (a non-financial planner)
Bonus Episode: Financial New Years Resolutions--What Gets You The Biggest Bang For Your Bucks?
Accessible Finance Episode 20: Common Considerations in Estate Planning with a Louisiana Caveat
Accessible Finance Episode 19: When is it safe to retire?
Accessible Finance Episode 18: Discussing Common "Money Myths"
Accessible Finance Episode 17: When is paying more tax a good thing?
Accessible Finance Episode 16: Year End Tax Planning--What Should My Considerations Be?
Accessible Finance Episode 15: How Can You Make Your Cash Work For You and What Are Your Options?
Accessible Finance Episode 14: What is the Landscape of the Financial Industry and How Can an RIA Help Me?
Accessible Finance Episode 13: Listener Request - Finances as a Couple: To Divide or Not To Divide
Accessible Finance Episode 12: I Contribute To A Retirement Account...Now What?
Accessible Finance Episode 11: Life Insurance and How To Calculate Your Needs
Accessible Finance Episode 10: How Much Do I Need To Retire & How Can I Figure That Out?
Accessible Finance Ep9: What is a Roth IRA & Why Should I Care?
Accessible Finance Ep8: When is Whole Life Insurance Appropriate?
Accessible Finance Ep7: Listening Request--Kid Interviews
Accessible Finance Ep6: Lightning Round Part 2--Are These Terms Even Real?
Accessible Finance Ep5: Lightning Round Part 1--Are These Terms Even Real?
Accessible Finance Ep4: Kids & College--What Is A 529 Plan and When Should I Consider One?
Accessible Finance Ep3: Why Budgets Matter and How They Can Be (Relatively) Painless
Accessible Finance Ep2: Inflation, Debt, and Why You Should Ask For A Raise
Accessible Finance Ep1: What is a Financial Planner and When Might I Need One