All episodes
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
How to Teach Your Adult Children to Plan for Retirement
Is Your Portfolio Big Enough to Benefit From Roth Conversions?
Does It Ever Make Sense to Purchase an Annuity?
Pretax vs Roth- Which is Better for You If You're in the 24% Tax Bracket?
Here's How a Pension Should Change Your Investment Strategy
Your Retirement Roadmap: A 5-Step Plan to Retirement Readiness
How to Break Up with Your Financial Advisor
Spend Guilt-Free: How to Shift from a Savings to Spending Mindset in Retirement
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving
The Tax-Smart Way to Consolidate Your Retirement Accounts
The Retirement Portfolio Shift- How to Make the Transition Smoothly
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
How Rising Interest Rates Should Impact Your Pension Decision (Lump Sum vs Annuity)
What's the Best Way to Fund a Remodel During Retirement?
Here's the Right Way to Determine How Much Individual Stock to Hold
Ask Yourself This Question to Transform Your Retirement
What Age Should I Collect Social Security If I Don’t Need It?
Is It Possible to Have Too Much in Roth IRAs?
Do We Have Enough for Retirement? [Plus Bonus Worksheet]
Here's When It Makes Sense to Rent In Retirement
Everything You Need to Know About RMDs (Required Minimum Distributions)
[Case Study] How to Prepare for Early Retirement
Here’s How You Can Tell If a Roth Conversion Is Right For You
How to Manage Cash Reserves in Retirement
5 Things You'll Wish You Knew Before You Retired
What's the Best Way to Sell Out of a Concentrated Stock Position?
6 Financial Rules of Thumb to Avoid
How Should I Invest Proceeds from Selling My Home?
Plan Better: Financial Strategies vs Tactics
Avoid This Major Pitfall of Standard Withdrawal Strategies
4 Reasons You SHOULDN'T do a Roth Conversion
5 Reasons You Should Retire Now
How to Protect Your Most Important Financial Asset
How Much Umbrella Insurance Coverage Do You Need?
How to Supercharge Your Retirement with Deferred Comp Plans
Where To Pull Income From First When You Retire Early? (Part 3 - Early Retirement)
3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
5 Common Mistakes To Avoid When Retiring Early (Part 1 - Early Retirement)
How Much Do You Need to Retire?
Where Should I Invest Extra Income After Maxing My 401k?
What Should You Do With Your 401k When You Retire?
5 Steps To Create A Meaningful Retirement with Cyn Meyer
How to Use Roth Conversions to Protect Your Spouse's Future
When Should You Start Withdrawing Cash Instead of Stocks For Retirement Income?
8 Important Planning Opportunities From the SECURE Act 2.0
3 Steps to Make 2023 Your Best Year Yet
5 Wrong Assumptions People Make About Retirement
Is a Reverse Mortgage a Good "Plan B"?
When Does it Make Sense to Work with a Financial Advisor?
What Investments Should I Own in My Retirement Portfolio?
Are Withdrawal Rate Rules Still Applicable in Today's Markets?
What Are the Pros and Cons of Mega Backdoor Roth Conversions?
Should You Get a 15 or 30 Year Mortgage?
How Should You Invest Your Bridge Account?
How to Plan Differently When Spouses Retire at Different Times
Why Are Bond Prices Falling & What to Do About It
5 Steps To Prepare For Retirement Today with Ari Taublieb
How Do You Know if You Have Enough to Retire?
Should You Use Roth or Pre-Tax if You're in the 24% Tax Bracket?
A Story of What You Are Actually Investing In
What's the Best Way to Help My Kid Buy a Home?
How to Best Align Your Portfolio with Other Income Sources
Should Gold Be Part of Your Investment Portfolio?
What Are the Best Strategies for Reducing Required Minimum Distributions?
Avoid These Pitfalls of Asset Location
What's the Best Way to Teach Kids About Money and Investing?
What Return Should You Expect for a 60/40 Portfolio Going Forward?
How do State Taxes Impact Roth v. Traditional Considerations?
How to Use 72t Distributions to Access Retirement Funds Early and Penalty-Free
How to Use Individual Stocks for Better Tax-Planning
How to Most Effectively Pull Funds Out of Your College Savings Account
How to Turn Real Estate Equity Into Income in Retirement?
Is Rental Real Estate a Good Idea in Retirement?
4 Steps to an Early Retirement with Ari Taublieb
How to Implement (And Do Better Than) the 4% Rule
How to Invest Different Portfolio "Buckets"
How to Become a Better Investor with Chad Hufford
How Should Withdrawal Rates Change if You Don't Have Any Legacy Goals?
How to Get Financially Organized
How to Enjoy Life Today While Also Preparing for the Future
The Complete Guide to Health Savings Accounts (HSA)
The 3 Most Important Mindset Shifts to Make Going Into Retirement
How Likely is it That You'll Run Out of Money in Retirement?
Investing for Longevity When There's a Spousal Age Gap
How Do Roth Conversions Impact Inheritance/Legacy?
Where Should You Pull Income in the First Year of Retirement?
4 Steps to Navigating Down Markets
What's the Best Way to Rebalance Your Portfolio?
How to Prioritize Roth Conversions Vs. Tax Gain Harvesting
The 5 Most Important Parts of a Successful Financial Strategy
Should I Take My Pension as an Annuity or Lump Sum Rollover?
Should I Prioritize Health Insurance Subsidies or Roth Conversions?
How to Manage Roth Conversions Before Taxes Increase
How Do I Know if I Should Purchase Long-Term Care Insurance?
Why a Monte Carlo Analysis Is Not a Financial Plan
Should I Invest In a Tax-Deferred Annuity Instead of a Brokerage Account?
Should I Invest in iBonds Paying 7.12%?