All Episodes
Optimize Your Retirement — 103 episodes
Roth Conversions: What Most Retirees Get Wrong
The Retirement Trap No One Talks About: Being Afraid to Spend Your Money
The Retirement Myth of Paying Off Your House
Is AI Creating the Next Market Bubble? What Retirees Need to Know
Using Tax Strategies, Bonus Depreciation, and Business Ownership to Reduce Retirement Taxes
Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans
TikTok Tax Advice Could Send You to Jail: What Actually Works (Attorney Reveals All)
Why the 4% Rule Is Killing Your Retirement (And What to Do Instead)
Retire at 60? Solving the Health Insurance Gap Before Medicare
When Markets Soar But Your Groceries Cost More: Navigating Economic Mixed Signals
From TSP to Legacy Plan: Smarter Options for Retirement Assets
You Don’t Have to Love Insurance — Just Hate Taxes More
Gold, Silver, and Crypto: Where Do They Fit in Retirement Planning?
How Diversifying Income Streams Can Help Reduce Retirement Risk
Opinion vs. Contract Assets: Building a Volatility Buffer for Retirement
When Is Enough… Enough? Rethinking Retirement Readiness
Are You Philosophically Aligned With Your Advisor?
Diversification Myths: What Your Advisor Isn’t Telling You
Estate Planning Mistakes That Could Cost Your Family
The Coming AI Market Shake-Up — How Retirees Can Protect Themselves
Real Estate, IRAs, and Taxes: What You Need to Know Before Investing in Property
Beating Inflation and Maximizing Income: Smart Social Security and Retirement Strategies
Life Insurance and Legacy: The Most Overlooked Tool for Building Generational Wealth
Inside the One Big Beautiful Bill: How 2025’s Tax Law Changes Could Transform Your Retirement
Podcast Extra: The Proper Steps to Take for a Successful Retirement.
How to Stop the Leaks in Your Financial Plan
Beating the 4% Rule: Smarter Withdrawal Strategies for Retirement
The Truth About Annuity Bonuses: Real Value vs. Shiny Promises
The Hidden Dangers of Self-Directed IRAs and Bad Tax Advice
When Success Becomes a Tax Problem: Smart Solutions for High-Net-Worth Retirees
Tax Loopholes the IRS Doesn’t Advertise (But We Will)
New Tax Law, Big Opportunities: How to Optimize Now
How to Sell a Business (or Property) Without Getting Hammered by Taxes
The Truth About Bonus Annuities: What They’re Not Telling You
TikTok Tax Hacks & Annuity Myths: What’s Fact, What’s Fraud?
From Pathological Saver to Purposeful Spender: How to Use Your Money Wisely in Retirement
Roth Conversions Explained by a 4-Year-Old (Seriously)
Opinion-Based vs. Contract-Based Assets: The Retirement Diversification You Didn't Know You Needed
Avoid the Retirement Tax Avalanche with Long-Term Planning
Federal Workers: Make the Most of Your Pension and TSP
Is Life Insurance Still Worth It After 50? Here's the Truth
The Critical Retirement Risks No One Warns You About
How to Protect Your Retirement from Market Volatility
How to Give More to Charity & Less to the IRS
Can You Afford a Market Crash in Retirement? Here’s How to Prepare
Are Annuities a Smart Retirement Strategy or a Bad Investment?
The Best and Worst Assets to Leave Your Heirs
Is Your Retirement Safe? Protecting Your Savings from Market and Policy
Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy
Long-Term Care & Annuities: What You Need to Know Before You Buy
Long-Term Care: Do You Really Need Insurance?
Fiduciary or Not? The Truth About Financial Advice
Risk, Fees and Taxes
CRUT and Capital Gains
Could Trump Cut Business Taxes?
Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt
What Does a New Trump Administration Mean for You?
How We Help Solve Your Retirement Planning Problems
How Much Risk Should You Take?
Solving Problems for Bob and Carol
BONUS Episode: Hospital patients are even safer today than they were in 2019— with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
Volatility Buffer and Guardrails
Rental Properties and CRUT
Capital Gains Taxes
Social Security COLA and Inflation
Emergency Funds
Retirement Red Zone
Refinance Your Retirement
Annuity Myths Busted
The Time for Roth Conversions
Social Security Announces Lowest Cost of Living Adjustment in Four Years
New Tax Proposals
The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD
Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
How a CRUT May Help Your Estate Plan
Inflation's Impact on Your Retirement
What You Should Know About the Commercial Real Estate Market
Why the IRS Owns Part of Your Retirement Savings
Estate Planning Strategies for the Wise Retiree
Paychecks and ‘Playchecks’
Using Roth IRAs to Build Tax-Free Wealth
How Long-Term Care Works in Retirement
Does Your Retirement Plan Have a Volatility Buffer?
Tax Planning with Roth Accounts & Life Insurance
Are You a Pathological Saver?
Inflation and the Stock Market
Managing Risk with Insurance Solutions
Updates on Retirement Taxes
Risk and Taxes
Steady Income vs. One Big Number
Leaving Behind a Legacy
Don’t Be Scared of Your Mortgage
Rental Properties for Retirement
Real Talk About Real Estate
Longevity Risk
Life Insurance
Volatility Buffer
All About Annuities
A Different Take on Diversification
Sometimes Timing Can be Everything
What is a CRUT?
The Ins-and-Outs of Social Security
All About Roth IRAs and Roth Conversions