All Episodes

Avoiding the "Too Much Deferral" Problem | #060 The Functional Retirement Podcast

Will Your Emotions Spend Too Little In Retirement? | #059 The Functional Retirement Podcast

1 Year Before Retirement Checklist | Retirement Countdown Part 3 | #058 The Functional Retirement Podcast

5 Years To Avoid Retirement Regret | Retirement Countdown Part 2 | #057 The Functional Retirement Podcast

What To Do 10 Years Before Retirement | Retirement Countdown Part 1 | #056 The Functional Retirement Podcast

Retirement Taxation By Account Type I Ep:055

What Does Retirement Really Look Like I Ep: 054

Living Longer, Spending Smarter: A Retirement Reality Check I Ep:053

Why 'Trust Me' Should Make You Ask More Questions-Advice I Ep 052

Retired, Not Expired: Move It or Lose It I Ep: 051

Beyond the Finish Line: Creating a Retirement You Control I Ep: 050

Why Staying Invested Is Your Greatest Advantage I Ep: 049

Your Lost Income. Is Social Security Running Out Of Money? I Ep:048

You Can't Control All Of Retirement I Ep: 047

IRS Makes 401k Catch-Ups Mandatory To Roth I Ep: 46

The IRS Doesn't Make Roth IRA Building Easy I Ep: 045

Trump Won't Save Social Security Taxation | Ep: 44

Retirement Can Be Your Masterpiece. Your Pieta I Ep: 43

The 401k Is More Powerful Than You Even Know | Updates for 2025

Average Net Worth Is Ridiculous I Ep: 41

Big Social Security Changes in 2025 I Ep. 40

How Do Retirement Taxes Work? A Deep Dive into Taxes in Retirement I Ep: 039

Should My Retirement Portfolio Be 100% Equities

Should You Name Your Trust As Your IRAs Beneficiary? I Ep:037

Retirement Withdrawal Strategies For More Income In Retirement I How Retirement Works I Ep: 036

9 Places To Put Cash When Income is too High for a Roth IRA

Can You Really Pay $0 Taxes in Retirement? I Exploring The Possibilities. I Ep: 034

Are Your Adult Children Effecting Your Retirement? I Ep: 033

The War On Social Security I Ep: 032

The Impact of Filing Early for Social Security I Ep 031

Does a Back Door Roth IRA Conversion Make Sense for Retirement.

Will your Roth Conversions Be Taxable in Retirement? I Ep:029

4 Options With Your Annuity When Preparing for Retirement I Ep:028

Legal and Illegal Strategies To Maximize Spousal Benefits From Social Security | Ep: 027

Are Social Security and Medicare Ready for You? I Ep: 026

10 RULES OF INVESTING AND HOW ACCURATE THEY ARE FOR RETIREMENT | Ep.025

SHOULD YOU TAKE SOCIAL SECURITY EARLY OR USE YOUR IRA FOR INCOME IN YOUR 60s? | Ep: 024

Spend More With Less Hesitation In Retirement | Ep: 023

Navigating the Emotional, Practical, and Financial Aspects of Leaving the Workforce | Ep. 022

Long Term Care Planning To Protect Your Family With Expert Guest | Kelly Augspurger

Stop Being So Scared | Busting 5 Stock Market Myths I Ep. 020

Your Cash Strategy Is Probably Wrong | Emergency Fund vs Sinking Fund | Ep: 019

Retirement Planning and Financial Planning Are Not The Same | Insights From Roger Whitney | Ep: 018

Listener Question | I'm 60, Do Roth Conversions Require a Five-Year Waiting Period For Tax-Free Distributions? | Ep: 017

Essential Can't Ignore Year-End Planning For Retirees | RMDs, QCDs, NUA, Roth Conversions | Ep: 016

#015: When Do Annuities Make sense? If ever? | Annuity Guide For Retirement

#014: Understanding REITs To Invest in Real Estate | A Guide to Real Estate Investment Trusts

#013: Dispelling Life Insurance Myths Regardless of Wealth with Bob Gavlak, CFP®

#012: Behaviors as an Investing Superpower: Understanding the Psychology of Investing

#011: Financial Planning For Professional Athletes with Thomas Elms, CFP®

#010: How Much Do You Need To Retire with Michael H. Baker

#009: Tax Planning, Retirement, and Health with a Literal Tax Master Kevin Oleszewski

#008: Expert Strategies for Better Sleep, Health, and Stress for Retirement with Stevyn Guinnip, M.S., CWC

Ep 007: Charting the Healthy Retirement: Exploring Health and Retirement Planning through Statistics

Ep 006: Solving Marital Conflicts and Financial Security Using Strategies with Ashley Quamme

Ep 005: Exploring Investment Management, Factors, and Behaviors In Fitness With Jess Bost

Ep 004: Business Ownership, Taxes, Cash Management, and Equity Comp with Travis Gatzemeier CFP®

Ep 003: Risk Vs Volatility: You must know the difference. I guarantee you are using them wrong.

Ep 002: Considerations When Planning For Retirement and The 3 Barbarians With the Nic Nielsen, CFP®

Getting to Know The Functional Retirement: An Overview of What's to Come

Building Wealth with Ongoing Maintenance- 5 Ongoing Activities to Building Wealth

Retirement Series Part 3 Ages 65-72: PRESERVE Retirement with these 5 decisions.

Retirement Series Part 2 Ages 55-65: 5 Decisions and Master Keys to UNLOCK RETIREMENT

Retirement Series Part 1 Ages 30-50ish: 5 Decisions and Master Keys to GROW WEALTH

Invest More In Retirement Plans and Your Taxes May Be Increasing in 2023!

HUGE Social Security Pay Increase in 2023 and Other Major Changes

Happy Birthday ProPath and Thatcher! An Introduction

4 Tax Saving Strategies and the Location On Your 1040

Fed Raises Interest Rates to Slow Inflation and How It Effects Your Retirement

What are Restricted Stock Units (RSU's) and How To Prepare

Why Do Financial Advisors Have Jobs?

Everything about Inflation Including What Happens Next

Women In Investing - Taking a seat at the investing table.

Psychology of Investing. How to manage behaviors.

How Can Fitness Impact Your Retirement Plan?

4 Ways to Take Money Out of your 401k, the Saving Gene and Natural Athletes

How to start saving in your 50's, The Iron Cowboy, Introduction, And How Fitness and Finance Merge