All Episodes
Inheritance Planning Made 123Easy — 86 episodes
The Record Album That Almost Stopped Medicare
The Word That Held Off Medicare for 53 Years
Same Plane, Same Destination
The Three Plays the Pros Run
How Are Your Assets Actually Taxed? The Three-Bucket Diagnostic
Every Tool in the Life Insurance Box Was Invented for a Problem
The Math That Made the Promise Fair
The First Life Insurance Policy Ever Sold Ended in a Lawsuit
What Would You Keep Doing Without the Paycheck?
My Mother-in-Law Has Never Been Busier. My Father-in-Law Still Works. Which One Is Doing Retirement Right?
The Gift of a Plan: What the Luckiest Heirs All Have in Common
The Folder: What Your Kids Will Need to Find in the First Thirty Days
The House They Grew Up In: What Really Happens When Kids Inherit Property
The Ten-Year Tax Bomb: What Your IRA Looks Like From Your Kids' Side
The Call Your Kids Will Get: Inheritance From the Other Side of the Table
The Lobster Roll Trail, Part 2: Cash Only in Harpswell, Sunrise on Cadillac Mountain
The Lobster Roll Trail, Part 1: Plum Island to Kennebunkport
What to Do Financially When Your Spouse Dies: The First 90 Days
Inherited IRA Rules, Step-Up in Basis, and What Your Kids Actually Receive When Everything Passes to Them
Widowed at 75: How to Appeal a Medicare IRMAA Surcharge After the Death of a Spouse
Widowed in Your 60s: The Qualifying Surviving Spouse Tax Status and the Social Security Choice Almost Everyone Gets to Make
Widowed at 55: What Happens to Social Security, Health Coverage, and the Plan You Built Together
Passing On the House: Step-Up in Basis, Gifting Rules, and the Estate Tax Most Families Will Not Pay
The Tax Bill Hiding in Your House: Capital Gains on a Home Sale After 65
The Fourth Color: When Real Estate Is Part of Your Retirement Income
Putting It All Together: A Tax-Smart Way to Draw Your Retirement Paycheck
The Social Security Tax Surprise: How Much of Your Benefit Is Taxable
Meet IRMAA: The Medicare Surcharge With a Two-Year Memory
Filling the Bracket: The Roth Conversion Window Before Age 73
The Gap Years: Often the Lowest-Tax Window of Your Life
The Family Bank: Setting Up the Next Generation While It's Cheap
Your Own Life Insurance Could Be Adding to Your Tax Bill
The Nine-Month Problem That Forces Families to Sell What They Love
The Tax-Free Bucket Most Retirees Are Missing
The Policy That Helps You While You're Alive
Be Your Own Bank: The Cash Value Most People Never Touch
The Inheritance That Has Nothing to Do With Money
Do I Need Life Insurance in Retirement? (An Honest Answer)
Build the Team Before You Need It
Giving While You're Alive to Watch It
Layering a Windfall Onto an Already-Full Plan
The Tax Bill Hiding in a Good Year
When the Problem Isn't Growth, It's Coordination
The Inheritance You Can See Coming
The Hardest Part of Passing On Wealth Isn't the Money
You Just Inherited. Now What? (Start by Doing Nothing.)
The Conversation No Family Wants to Have First
You Have a Will. So You're Covered, Right?
The Roth Conversion Deadline You Were Warned About Just Quietly Disappeared
The Moment the Power Goes Out
The Life Insurance You Bought at 35 Was Built for a Different Job
3 Questions You're Afraid to Ask Your Financial Advisor (And Why You Should)
Take the Trip. This Is What You Prepared For.
Your First RMD Could Quietly Raise Your Medicare Premium Two Years Later
You Can Always Make More Money. You Can't Make More Time.
6 Problems With Dave Ramsey's Social Security Advice
Why the Rules of a Secure Retirement Haven't Changed in 100 Years
Do You Actually Need Life Insurance in Retirement?
Life Insurance Types: A Plain English Guide for Retirees
Fiscal Fridays Episode 2: Things You Thought Were Protecting Your Family
Why Your Medicare Agent Is About to Call You About Life Insurance
The Unfair Advantage You Already Paid For
The Stories We Lose When We Don't Talk About the Money
Grammy Flew to Boston. Her Retirement Plan Said Yes.
The Lights Are On, the Cameras Are Rolling, and We Are Doing This Again
Your Monthly Budget Is Probably Wrong. Here's How to Fix It.
You Already Won. You Just Forgot.
How to Talk to Your Parents About Inheritance (Before It's Too Late)
3,672 People Already Made This Decision. Here's What They Said.
You Have Enough Money to Retire. So Why Can't You Pull the Trigger?
We've Got $1.1 Million, but Our Advisor Never Talks About Any of This
My Father Made a Huge Mistake With His CDs
3 Medicare Gaps That Catch Retirees Off Guard
He Had $500K at Vanguard and Thought He Was Fine
The Hidden Cost of Medicare Plan Loyalty
Fiscal Fridays Is Here: A Live Retirement Show Like Nothing You've Seen Before
How a Roth Conversion Affects Your Social Security Tax and Medicare Premium
The Math Most City of Scottsdale Employees Never Run Before They Retire
The Inheritance Plan That Protects Your Kids From Themselves
The One Page That Overrides Your Entire Will
Is Your Social Security Income Taxable? Here's How to Know
Why the Smartest Investors Don't Pick One Strategy
The Roth Conversion Window Most Retirees Don't Know Exists
Your Medicare Supplement Rate Went Up Again. Here's What You Can Actually Do About It.
Medicare Doesn't Cover Your Teeth. Here's What Does.
Your Kids Will Inherit Your Money. Are They Ready?