All Episodes
Retired-ish — 101 episodes
Divorce in California Part 2: How Are Pension Benefits Calculated and Divided?
Divorce in California Part 1: Understanding Pension Benefits
How to Mitigate Taxes & Diversify a Large Stock Position: Part 2
How to Mitigate Taxes & Diversify a Large Stock Position: Part 1
IRA and 401(k) Planning Opportunities During Volatile Markets
The Real Cost of Divorce After 50 (And How to Not Pay It)
Prices Keep Rising - Make Sure Your Money Rises With Them
Encore - Retirement Income & Thoughts on Dividend Investing
How to Fight Back Against Your Medicare IRMAA Surcharge
How Are Restricted Stock Units (RSUs) Treated in a Divorce?
Invest All at Once Or Gradually Over Time?
What To Do With The House?: A Tax Planning Case Study for Families Looking to Fund Long-Term Care
Encore: Betting the Farm
Tax Season Blunders to Learn From and Avoid
Strategies To Reduce Estate Taxes for High-Net-Worth Individuals
Frequently Asked Tax Questions During Divorce
I Want to Retire But I Have a 401(k) Loan & Are 401(k) Loans Double Taxed?
Tax Savings Opportunities For Retirees 65+ (Including Your Elderly Parents)
Navigating Financial Decisions Entering Widowhood
Annual Open Enrollment & Medicare Options in Retirement
Your Retirement Income Plan Can Make or Break You
Asset Protection Planning With Credit Freezes + Real Estate & Trusts
Should I Do Roth or Pre-Tax Retirement Contributions?
Investing in the Stock Market – Simplified
Naming a Revocable Trust as Your IRA Beneficiary: Smart Strategy or Tax Mistake?
Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
Professional Financial Advice or AI?
Q&A Hot Topic: Cash Value in Permanent Life Insurance
Are TIPS Worth Adding To Your Retirement Portfolio?
The "One Big Beautiful Bill": What The New Proposed Tax Law Changes Mean For You
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
5 Estate Planning Failures to Learn From
Can I Deduct Premiums Paid for Long-Term Care Insurance?
Talking Tariffs & The Impact on Your Portfolio + Listener Question: Social Security
Encore Episode: The Greatest Threat to Your Retirement Savings
Stock Market Bubbles
How To Decide Whether or Not To Do a Roth Conversion
The Danger of Picking Stocks
The Realities of Retirement
Social Security Reductions Eliminated for Some Federal and Public Workers!
6-Figure Income in Retirement & No Taxes!
Reconsider Growing Your Pre-Tax 401(k) or IRA
Key Changes in 2025 for Taxes, Retirement Savings, and Medicare
6 Year-End Tax Strategies for Your Investment Portfolio
Investors Are Missing Out on Nearly 16% of Investment Returns
Harris and Trump Tax Proposals and What They Mean for You
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
Should I Manage My Own Retirement Account After Retiring?
Should I Put My Rental Property in an LLC?
How to Reduce The Risk in Owning Too Much of One Stock & Save Taxes
Wills vs. Trusts vs. Title
Retirement Withdrawal Strategies + Excess Roth IRA Contribution Q&A
Does Using Life Insurance to Build Wealth Make Sense?
How to Analyze a Real Estate Deal
What to Expect When Investing During an Election Year
The Benefits and Rules of the Health Savings Account (HSA)
How to Adjust Your Tax Withholding
Funding Your Lifestyle in Retirement
The Benefits of Reviewing Your Tax Return
How Inflation Impacts Your Investments and Social Security WEP/GPO Q&A!
What You Need to Know About IRA and Roth IRA Contributions
Should I Get A Medicare Supplement or Advantage Plan?
Passing Large Retirement Accounts to Beneficiaries
Creating a Financial Affidavit for Divorce Negotiations
What to Know About Taxes When Deciding What State to Retire In
Financial Considerations for "Snowbirding" in Retirement
Minimizing Your Lifetime Tax Bill Early in Retirement
How to Protect Your Aging Parent Financially
Unique Challenges Women Often Face in Retirement
With Everything Going on in The World Right Now, Why Would I Invest?!
Health Insurance Options When Retiring Before You're Eligible for Medicare
Financial Strategies to Consider When Inheriting Money
Costly Mistakes To Avoid When Inheriting Money
Social Security Benefits Available to Widow(er)s
The Bucket Strategy
What is Financial Planning?
Business Owner Edition: How to Unlock the True Benefits of an S-Corporation, with Mike Jesowshek, CPA
Are Your Investments Truly Diversified?
Social Security Benefits After Divorce
The Claims Process for Long-Term Care Insurance, with Eileen Dunn: Long-Term Care Series, Part #4
Long Term Care Series, Part #3: How to Determine How Much Long-Term Care Insurance You Need, with Eileen Dunn
Long Term Care Series, Part #2: Understanding Long-Term Care Insurance & Partnership Programs, with Eileen Dunn
What is Long-Term Care & How Does It Work? With Eileen Dunn: Long Term Care Series, Part #1
Does Rental Property Make Sense in My Retirement Plan? With John Stanfield
Are Annuities a Good Idea for Retirees?
Your Retirement Income Plan Can Make or Break You
Shadow Taxes
What to Do When an Elderly Parent or Spouse Dies
How to Invest in Bonds in Retirement
Estate Planning in Retirement
What is a Roth Conversion and Why Should I Consider It?
Medicare Options in Retirement
The Greatest Threat to Your Life Savings
How To Build A Retirement Investment Portfolio
What To Do When Markets Are "Bad"
Preparing for Retirement Pt. 2
Preparing for Retirement Pt. 1
Social Security Lump Sum & The Start-Stop-Start Strategy
How to Use Tax Gain & Loss Harvesting
5 Tax & Estate Planning Tips for Retirement Accounts
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