All Episodes
Leibel on FIRE — 156 episodes · page 1 of 2
The “321 Stress Test” for Retirement: Taxes, Volatility, Drawdown, and Where Income Should Come From
The 3/21 Retirement Plan: Buckets, Down Markets, and Avoiding Sequence of Returns Risk
Stagflation Risk: Why 60/40 Failed in 2022, Bond Volatility, and Hedging for What’s Next
Social Security Trust Fund 2032 Explained + Stagflation Risks for Retirees
Downside Protection Products Explained: Counterparty Risk, Structured Notes, Buffered UITs, and CDs
How Buffers, RILAs, and Structured Notes Can Limit Downside While Staying Invested
The Only Real Hedge Against Market Volatility: How Options Work Like Insurance
Is Your Retirement Portfolio More Concentrated Than You Think?
The Real Roth Conversion Question: How, When, and Whose Tax Bill Are You Lowering?
Roth Conversions, Widow’s Tax Trap, and the SECURE Act: Leibel Sternbach on Who Benefits
The Roth Conversion Mistakes That Could Cost You Thousands in Retirement
The Roth Conversion Mistake That Could Cost You in Retirement
Roth Conversions in a Down Market: Smart Strategy or Costly Mistake?
Should You Wait for Rate Cuts? Fed Uncertainty, Inflation Risk, and Safe-Income Strategy
SpaceX IPO: Should Retirees Buy In or Stick With Index Investing?
SpaceX IPO, Market Drops & Fed Uncertainty: A Simple Retirement Bucket Plan + Roth Conversion Timing
Real Estate Inside an IRA: Smart Strategy or Retirement Tax Trap?
Too Much of One Stock? Why It Could Put Your Retirement at Risk
VCX ETF Explained: Private SpaceX & AI Exposure, 89% Surge, and How to Invest Without Getting Burned
What a New Fed Chair Could Mean for Your Retirement
Money Market Yields Are Falling: What Retirees Should Do Before the Next Fed Cut
The Retirement Risk Nobody Talks About Until It’s Too Late
Investing vs. Gambling in Retirement: Zero-Day Options, Leverage, and How to Know the Difference
Your Social Security Raise Just Disappeared. Here’s Why.
The #1 Retirement Mistake That Can Drain Your Savings Faster Than You Think
The Inherited IRA Trap That Could Cost You Thousands
Oil is Up and Markets Down: What Retirees Need to Do Right Now
5 Roth Conversion Mistakes That Can Cost Retirees Thousands
3 Estate Planning Mistakes That Could Cost Your Family Everything
New Fed Chair, Lower Rates? What Retirees Need to Know Now
A Weaker Dollar: What It Really Means for Your Retirement
AI Investing: Are We Repeating the Dot-Com Bubble and 2008 Mistakes?
How to Enjoy Retirement Without Running Out of Money
Emerging Market Debt Is a Retirement Trap: The Venezuela Wake-Up Call
Market Crashes and Inherited IRAs
Why Market Crashes May Be the Best Time to Act on an Inherited IRA
The Strategic Roth Conversion Playbook: How to Build a Tax-Free Legacy
Retirement Shield Strategy: Protect Your Future from Market Volatility
Home Transfers, Taxes, and Inheritance
How to Unlock 0% Capital Gains in 2025
Navigating Roth Conversions and the SALT Deduction Cap for Retirees
Cut Taxes While Giving Back
Will Social Security Keep Up with Inflation?
The Hidden $300K Retirement Expense You Can’t Ignore
The $6,000 Retirement Tax Break: What You Need to Know
Can You Trust the Fed?
The Retirement Mistakes that Shrink Your Nest Egg, Part 2
The Retirement Mistake That Shrinks Your Nest Egg | Pt. 1
The Hidden Costs of Annuities That Could Wreck Your Retirement
Annuities Exposed!
Social Security: Can You Rely On It?
5 Big Retirement Splurges That Can Wreck Your Financial Future
Look Poor. Retire Rich. The Retirement Tax Hack Nobody Talks About.
High-Yield EFTs - Too Good to be True?
Is Your Retirement Portfolio Too Complicated?
Is your Social Security as Risk?
Money Market ETFs: Better Than CDs
Gold ETFs: Smart Move or Shiny Trap?
Crypto EFTs Unveiled
Navigating Market Chaos
Ditch CDs! There are Better Options!
The 4% Rule
Roth Conversions During a Market Correction
Buy The Dip
Which Accounts to Spend Down First
Planning Beyond Social Security
3 Steps to Protecting Your Portfolio in Uncertain Times
Trade Wars
Tax Saving Moves
Predictions for 2025
Emergency Planning
A New Tech Bubble?
Low Interest Rate World
Financial Planning in Times of Crisis: A Comprehensive Guide
Navigating the 2026 Tax Changes: How YieldsForYou.com Can Help
The Hidden Truths: What Brokers Don't Tell You About Mutual Funds
From Assets to Legacy: Transformative Estate Planning with GRATs, CRATs, and QPRTs
Future-Proof Your Wealth: How SLATs Can Shield Your Estate
4 Alternatives to Annuities Your Agent Doesn't Want You To Know!
Beyond the 401(k): Crafting a Retirement Strategy That Works for You
The CD Conundrum: Making Wise Moves as Interest Rates Fall
Beat the Tax Clock: Last-Minute Moves to Lower Your Bill
Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances
Predictions for 2024
Navigating the World of High-Yield Bank CDs: A 10% Opportunity?
Why The Fed is Worried About The Middle East...And So Should You!
Navigating Social Security: When to Claim for an Optimal Retirement
Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?
Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide
IRMAA and Roth Conversions - What You Need to Know
Roth Conversions - How Much To Convert This Holiday Season
Roth Conversions - Is It Right For You?
Investment Pitfalls: Are You Falling for These Common Gambling Traps?
Taking Control: The Importance of Living Wills in Modern Healthcare
$8.8 Billion Heartbreak: The Rising Cost of Elder Romance Scams
The Family Blueprint: Crafting a Thoughtful and Effective Estate Plan
Trusts Demystified: What Every Investor Should Know
The Fed and Your Retirement - What You Need To Know
Navigating the Tax Maze When Selling Your Home
Maximizing Wealth: 3 Ethical Ways to Slash Your Tax Bill