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All Episodes

Money Master Retirement Podcast — 105 episodes

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Title
1

Should I Pay Off My Mortgage Before Retiring?

2

6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?

3

What We Wish Everyone Knew Before Their First Meeting With Us

4

How to Retire in Your 50's (Without Regret)

5

Why Financial Headlines Keep You Anxious (and Broke)

6

The Retirement Tax Window: Does This Apply to You?

7

What Does "Comfortable" Actually Look Like in Retirement?

8

Can They Retire Early Without Regret? | Real Case Study.

9

Warren Buffett is Sitting on Cash—Should You Be?

10

What If My Advisor is Wrong?

11

How To Spend For Maximum Happiness In Retirement

12

Withdrawals That Work: The Risk-Based Guardrails Q&A Session!

13

How Do I Handle Drawdowns in Retirement?

14

Will My Social Security Benefits Be Taxed?

15

Should I Gift Money Now or Wait Until Later

16

Is it too risky to keep investing in retirement?

17

Should I work an extra year?

18

Here's When You SHOULDN'T Do Roth Conversions

19

Some People Should Not Hire a Financial Advisor...Yet

20

The 5 Financial Conversations Every Couple Should Have Before Retirement

21

Will Social Security Bankrupt?

22

Are you behind for retirement?

23

The Ultimate New Year Checklist: Master Your Money in 2025

24

How your investment fees REALLY work.

25

Emergency cash needs change when you retire.

26

Money, Myths, and Living on Your Terms (Book Club Edition)

27

You Asked, We Answered - Listener's Questions

28

The Psychology Of Money: Book Club Series! (Part 8)

29

Investing During an Election Year

30

Uncovering Your Financial Story

31

Things To Consider In Each Phase Of Retirement

32

Warning Signs Your Retirement Is At Risk

33

The Impact of Kids and Grandkids On Your Retirement Plans

34

The Psychology Of Money: Book Club Series! (Part 7)

35

The Psychology Of Money: Book Club Series! (Part 6)

36

Retirees Who Inspire Us: Stories of Living Intentionally

37

The "Magic Number" Needed To Retire

38

The Psychology Of Money: Book Club Series! (Part 5)

39

The Psychology Of Money: Book Club Series! (Part 4)

40

Which is better? $5,000 Monthly or $1M for Retirement?

41

Protecting Yourself Against Scams & Fraud

42

The Psychology Of Money: Book Club Series! (Part 3)

43

The Psychology Of Money: Book Club Series! (Part 2)

44

The Psychology Of Money: Book Club Series! (Part 1)

45

We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®

46

Our Favorite Books: Personal Growth, Finance, & More!

47

Social Security's Vision 2025 Plan: What You Need To Know

48

Tis' The Season: Our Favorite Holiday Traditions

49

Is There A Best Time Of The Year To Retire?

50

Should My Advisor Collect Tax Filing?

51

Can AI Replace Your Financial Advisor?

52

What Is The Deal With Bonds?

53

The Future of Retirement In America: Is The Glass Half Full or Half Empty?

54

Exposing Retirement Planning Complaints

55

Making The Right Choice – Paying Down Mortgage Or Saving Into Your 401k

56

Do You Have Enough To Retire? Here's How To Know!

57

Downsizing For Retirement - 4 Things To Consider

58

3 First Year Retirement Surprises

59

5 Things To Consider Before You Retire

60

Mailbag: Where Should I Save Money For My Grandchildren?

61

6 Financial Planning Principles We Live By

62

Ep 43: 6 Retirement Investing Principles We Live By

63

Ep 42: Is There A Best Time To Take RMDs?

64

Ep 41: Is The 4 Percent Rule Still Relevant?

65

Ep 40: What Is Diversification?

66

Ep 39: Spring Cleaning Your Finances

67

Ep 38: 5 Bad Habits That Blow Through Retirement Savings

68

Ep 37: SECURE Act 2.0

69

Ep 36: 3 Ways To Reduce Taxes On Your Social Security

70

Ep 35: Learning From Grandma's Financial Wisdom

71

Ep 34: Are You Saving For Retirement In The Wrong Account Types?

72

Ep 33: How Social Security Is Calculated

73

Ep 32: Getting It Right: Irreversible Financial Decisions

74

Ep 31: 2 Methods To Turn Savings Into Income

75

Ep 30: 9 Questions To Ask Before Taking Social Security

76

Ep 29: Can I Work and Take Social Security?

77

Ep 28: 5 Reasons To Retire Early (If You Can)

78

Ep 27: Should I Have 3 Years Cash?

79

Ep 26: All Hands On Deck

80

Ep 25: What's The Difference Between An Advisor & Planner?

81

Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions

82

Ep 23: How To Recognize Your Own Voice of Greed & Fight Against It

83

Ep 22: Planning For Things We Can't Predict

84

Ep 21: What They're Saying: What Is The Most Important Part Of Retirement Planning?

85

Ep 20: Mailbag: What Percentage Of My Income Should I Save For Retirement?

86

Ep 19: 22 Money Resolutions For 2022

87

Ep 18: Where Financial Advisors Drop The Ball

88

Ep 17: Retirement Is As Easy As A Jigsaw Puzzle

89

Ep 16: How Age & Wisdom Play Into Financial Planning

90

Ep 15: Mailbag: Should You Trust A Robo Advisor?

91

Understanding The SECURE Act 2.0

92

Ep 14: It's Just A Joke

93

Ep 13: 5 Things You Must Know About Decumulation To Retire Successfully

94

Ep 12: What's Your Spending Personality?

95

Ep 11: Why Are Lumber Prices So High?

96

Ep 10: Do Retirees Need Life Insurance?

97

Ep 9: Describing Retirement

98

Ep 8: The Double-Edged Sword

99

Ep 7: Are You Flirting With Disaster?

100

Ep 6: 15 Minute Phone Call Questions

101

Ep 5: This Is Why You Never Assume

102

Ep 4: Financial Literacy

103

Ep 3: Early Social Security

104

Ep 2: Why It's So Important To Plan Out Your Retirement Lifestyle

105

Ep 1: Get To Know Nick, Connie And The Brindle & Bay Team