All episodes
Key Planning Points to Consider When Retiring Before 65
How to Plan For Varying Withdrawal Needs In Retirement
How to Avoid the Risk of Working Too Long
Everything You Need to Know About The Roth IRA 5-Year Rule
How To Best Plan for Retirement Income Gap Years
How to Prioritize "Competing" Retirement Strategies
How Do I Invest My Own Personal Money?
Top 5 Avoidable Retirement Mistakes
Should I Collect Social Security Early and Invest It?
How to Choose Between Multiple Pension and Annuity Options
How Should You Invest to Take Advantage of The 4% Rule?
How to Prepare for a Career Change Before Retirement
Is it Time to Give Up on International Investments?
Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds
When Should I Stop Saving For Retirement?
How to Combine Retirement Planning with Legacy Planning
How to Manage Asset Allocation and Asset Location Leading Up to Retirement
Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment
Inflation Concerns: How Do We Protect Against Looming Inflation?
What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?
How Do I Plan for Longevity Without Sacrificing the "Good Years"?
When Does it Make Sense to Work with a Financial Planner?
How to Consolidate Accounts Without "Putting All Your Eggs in One Basket"
Should I Switch From Pre-tax to Roth 401(k)?
How Much Do People Actually Spend in Retirement?
Lessons Learned From History's Greatest Investors
5 Things You'll Wish You Knew Before You Retired
Pros and Cons of Dividend Investing
Here's the Mindset Shift People Struggle to Make in Retirement
Should I Purchase an Annuity With Part of My Portfolio?
[Case Study] How to Make the Right Decision With All of My Retirement Options?
How Should You Invest Once You Have More Than "Enough" to Retire?
Here's How I Do My Budget And Why Most Budgeting Doesn't Work
Financial Tune Up - What to Look For When Reviewing Your Estate Plan
Financial Tune Up - What to Look For When Reviewing Insurance Policies
Financial Tune Up - What to Look For When Reviewing Your Investments
Financial Tune Up - How to Review Your 2020 Tax Return
How to Navigate Required Minimum Distributions (RMDs)
At What Point Should I Consider Making Roth Conversions?
Should I Pay Off My Mortgage or Invest?
How to Create Purpose and Meaning in Retirement
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
How to Use Roth Conversions to Save Huge Amounts in Taxes
Can Capital Gains Push Me Into a Higher Tax Bracket?
Should I Invest a Lump Sum All at Once or Over Time?
What You Need to Know Before Coming Into a Large Sum of Money
How to Coordinate Portfolio Withdrawals with Social Security (And Other Income Sources)
4 Common Investment Mistakes to Avoid
What's the Best Way to Save for a Short-Term Goal?
Understanding Social Security and How You Can Maximize Your Benefit
5 Steps to Design the Optimal Portfolio
Should I Just Own the S&P 500 Index?
4 Steps to an Early Retirement
Where Should I Pull Funds From First in Retirement?
How Should I Determine When to Collect Social Security If I'm Single?
What Would Biden's New Tax Plan Mean for You?
How to Invest at Stock Market All-Time Highs
6 "Hidden" Tax Savings Opportunities Before Year End
Don't Focus on These 5 Wrong Things
Should You Have a 100% Stock Portfolio in Retirement?
Where Should I Keep My Emergency Fund with Interest Rates so Low?
What's Better - Roth or Traditional 401k (or IRA)?
What Goals Should You Invest For?
Should You Use a Target Date Fund in Your 401k Plan?
How Soon Before Retirement Should I Begin Adjusting My Portfolio?
How Much Can I Safely Spend in Retirement?
Open Enrollment: How to Navigate Medicare Options?
5 Retirement Mistakes to Avoid Amidst Coronavirus
Retirement Uses for your Health Savings Account (HSA)
7 Ways to Plan Better with Roth IRAs
Should I Invest In Gold?
What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
How Will the Presidential Election Impact the Stock Market?
What are the Best Retirement Plan Options for the Self-Employed?
What Issues Do You Need to Consider For Aging Parents?
[Case Study] How to Turn Charitable Giving Into $100k+ Tax Deductions
What Issues Should You Consider Before Retiring?
Countdown to Retirement: Is Your Spouse Ready For You to Retire?
Countdown to Retirement: Do You Know What You'll Do When You Retire?
Countdown to Retirement: Have You Had Enough Work?
Countdown to Retirement: Do You Have Enough Money?
Is It Better to Pay Off Debt or Invest Going Into Retirement?
Will COVID-19 Cause Social Security to Run Out of Money?
How "Safe" is Too Safe For Your Retirement Portfolio?
Should I Take a Small Mortgage Into Retirement?
How Much Will It Cost For Me To Retire?
Should You Collect Social Security As Soon As You Retire?
What Should You Expect Taxes to Be in Retirement?
Lump Sum vs Annuity - Which Pension Option Should You Choose?
How Will This Bear Market Impact Your Retirement?
4 Easy Ways to Reduce Taxes In Retirement
Ready For Retirement Intro Episode