All Episodes
Freedom To Retire — 214 episodes
Retiring Into the Unknown: How Market Timing Shapes Your Income
The Hidden Fees That Could Follow You Into Retirement
When Markets Get Shaky: How to Think Clearly About Retirement Planning
When World Events Shake the Market: What Retirement Savers Should Understand
From Paychecks to Paydays: Key Retirement Questions You Need to Ask
Structured Notes & Buffered ETFs: Tools Retirees Are Asking About
Headlines vs. Retirement Reality: Planning Through Market Uncertainty
Before You Retire: The Financial Pitfalls to Watch
Growth vs. Preservation: The Investment Balancing Act in Retirement
The Ultimate Guide to Tax-Efficient Retirement Withdrawals
Why Your Retirement Plan Needs More Than a Balance Sheet
When Market Hype Meets Long-Term Planning
When Retirement Timelines Don’t Match
Why Spending in Retirement Can Feel Harder Than Saving
What Most Retirees Overlook When Markets Get Unpredictable
Before You Retire, Ask Yourself These Questions
The Retirement Wake‑Up Call Hiding in Your Portfolio
Feeling Invincible in a Hot Market?
Why Your Advisor’s Role Could Make or Break Your Future
The Roth Advantage: Why Timing Is Everything
Hybrid Retirement: Work, Play, and Financial Freedom
Is Your Retirement Plan Built to Last?
Why Monthly Cash Flow Beats Market Gains in Retirement
Why Your Nest Egg Isn’t Safe from Taxes
Retirement Isn’t a Fire Drill: Are You Really Prepared?
Stuck While They Soar: The Emotional Side of Financial Growth
Retirement’s Silent Threat: Taxes, Fear, and Smart Planning
Cash Flow Without the Scare: Smarter Retirement Planning
The Tax Trap Lurking in Your Retirement Account
Why Old Retirement Plans May Fail Today
Is Your Retirement Plan Ready for What’s Coming?
IRMA, Interest Rates & Income: What Retirees Must Know
What Baby Boomers Are Leaving Behind
Income for lifestyle!
Cash flow can be tricky in retirement
The Inherited IRA Trap No One Talks About
Retirement at Risk: How to Shield Your 401k
Is Your Roth IRA Really Tax-Free Forever?
Why Your Portfolio Might Be Costing You More Than You Think
Retirement’s Hidden Tax Traps: Are You Ready?
Leaving Your Job? Here’s What Happens to Your Retirement Money
The Retirement Fee Trap You Didn’t See Coming!
Exploring Alternative Investment Options
From Denial to Done: Your Retirement Plan Starts Here
Think Your Roth IRA Is Safe? Think Again.
The Retirement Tax Mistake That Could Cost You
Missed the Dip? Here’s What You Can Still Do
Is Your Retirement Money Hiding in Plain Sight?
Your 401(k) Is Growing—So Are the Risks
From 59½ to 73: The Milestones That Matter Most
A Love Letter Through Legacy: Planning Beyond the Numbers
Social Security Shake-Up: What Retirees Need to Know Now
Navigating Financial Decisions in Your 50s and 60s
The Risks of Market Timing
Long Term Planning to Avoid Low-Interest Returns
Psychology of Money and Market Fluctuations
Retirement Planning in Uncertain Times
The Truth About Bonds and Retirement
Strategies for Maximizing Social Security
Planning for Longevity: Financial Strategies for the Future
The Risks of Conventional Financial Wisdom
Understanding Risk, Market Fluctuations, and The Role of Financial Advisors
Navigating Retirement: Strategies for a Smooth Transition
The Future of Social Security: What You Need to Know
The five-year clock started on January 1st!
You can create your very own pension.
How should I structure my withdrawals?
Strategies for Sustainable Income in Retirement
Handling Unexpected Windfalls
The Risks of Bond Funds
Stocks for growth, bonds for income, cash for safety.
Exploring Annuities: Pros and Cons
The Bond Market: What You Need to Know
Understanding the American Dream in Today's Economy
You can still transfer some of that 401k
Understanding the fees associated with retirement accounts
Understanding Annuities: A Modern Approach
You can add another super catch up
The Future of I Bonds: What You Need to Know
Navigating the 4% Rule: A Retirement Guide
Navigating Year-End Financial Chaos
The Impact of Elections on Investments
The Impact of Market Conditions on Retirement
Tax Strategies for a Secure Retirement
Inherited IRAs: What You Need to Know
Understanding the Impact of Fed Rate Cuts
Professional Guidance in Financial Health
Federal Reserve's Interest Rate Cuts and Economic Outlook
Current Market Trends and Interest Rates
Transitioning Investments for a Secure Retirement
Managing Finances in a Volatile Economy
Considering Tax Brackets in Inheritance Planning
Preparing for Market Downturns and Weathering the Storm
The Impact of the Election on the Market
Overcoming the Fear of Running Out of Money in Retirement
Taxes just don't go away once we are retired
Defining 'Rich'
The Struggles of Bond Funds
Strategies to Minimize or Avoid RMDs
The Risks of Picking Individual Stocks
Do the math before paying off debts
The Dilemma of 401k Millionaires
The clock is ticking on the so-called Trump tax cuts
The Dangers of Market Timing
Finding a middle ground for retirement saving
Some insight about annuities and your financial future
Navigating the Excitement and Risks of the Stock Market
Strategies for Generating Retirement Income
The 2 types of tax systems in America
The Benefits of Annuities in Retirement
Maximizing Tax Strategies for Retirement Savings
Common Mistakes in Retirement Plans
Is the 'Sell in May and Go Away' Strategy Still Relevant?
The Impact of Interest Rates on the Economy
Don't Let Negative News Affect Your Investment Choices
Optimizing Retirement Income through Tax Planning
Your 401(k) Is Not Your Retirement Plan
Will You Work Forever?
Spring Cleaning Your Investments
How To Give Yourself a Pension-Like Income
What's the Right Withdrawal Strategy In Retirement?
Do You Want Your Retirement To Be Average?
How Reliable Is the 4% Rule?
What's Missing From 401(k)s?
What Does Delaying Your Retirement Get/Cost You?
What Does Retirement Actually Mean?
Death, Religion, Politics, or Money?
Making Sense Of the Nonsensical In Retirement
When Will Interest Rates Begin Coming Down?
Managing Your Financial Expectations (and Resolutions)
Driving and Saving: One And the Same?
Tuning Out The Financial Noise
Looking Ahead (at Taxes) in 2024
Freedom to ... Not Retire?
Politics and Investing
Do Bonds Belong In Your Retirement Plan Once Again?
The Stress of Trying To Time the Market
How To Know When You Can Retire (And Why You Should)
Caution Or Optimism: Insights on the market and your finances heading into 2024
Finding Opportunity During Economic Uncertainty
What Difference Does 1% Make With Inflation?
The Perils of Hidden Fees (and Auto-Pay)
The Age Many Retirees are Overlooking
Freedom to Spend Your Retirement Savings
Leaving Your 401(k) Behind When You Switch Jobs
Retirement Planning for Baby Boomers: How to Make Sure You're Prepared
How to Protect Your Assets from Unwanted Inheritance
Roth 401Ks for High-Income Earners: Good or Bad?
Retiree's Number One Mistake
Mid Year Checkup
Friends and Family and Financial Planners
Are You Overpaying Uncle Sam?
Keeping Up With the Joneses in Retirement
Retirement Mistakes
Retirement Planning vs Income Planning
The Good and Bad of Financial AI
Income for Life vs Income for Lifestyle
When to Not DIY
The Enemies of Retirement
Actually Enjoying Your Retirement
Are We In Store For Another 2008?
What To Learn From the Failure of Silicon Valley Bank
Using Interest Rates In Your Favor
The New FOMO?
Short Term Moves vs Long Term Goals
Constrained Investors
Depleting Your Financial Battery
Knowing When to Change the Strategy
Freedom to... Un-Retire?
Can You Take a Loan From Your 401(k)... And Should You?
What to Know About Secure Act 2.0
Focusing on the Big Picture
Seeking "Safe Havens" In Retirement
Planning For 2023 (And Beyond)
What is "Tax Loss Harvesting?"
Income Is Only Part of the Puzzle
The Magic Number In Retirement
"Control What You Can Control"
Social Security in Retirement
RMDs and Roth Conversions
Average vs Actual Returns
The Power Of Saying "I Don't Know"
Taking Emotion Out of the Plan
The Value In Guaranteed Income
Knowing When to Make Changes To Your Plan
401Ks and Annuities
The Actual Cost of Withdrawals
The Inflation Reduction Act and Taxes
Why Inflation Will Always be a Factor
The Peril of Compound Losses
The Importance of Aggressive Tax Planning
Tuning Out the Financial Noise
What's In Secure Act 2.0?
How Much Will You Actually Need In Retirement?
The Difference Between a Bear Market and a Correction
Why Staying the Course May Be a Mistake
Where's the Market Bottom?
Is Cash Still King?
Don't be surprised by your tax bill in retirement
Can you retire even in times like these
What you need to know about the effect of interest rate hikes
Protecting your savings and generating income
Understanding your retirement spending plan
Roth conversions and your tax strategy
Reassessing our retirement strategies
What interest rate hikes mean to retirement savers
Protecting yourself against inflation
Right and wrong ways to plan for retirement
Cutting through the financial jargon
Things we've learned during The Great Resignation
Positioning our assets for the retirement journey
Plotting a course to retirement in changing financial climates
Making financial resolutions
Fighting effects of market volatility and inflation