All Episodes
Retirement Answer Man — 670 episodes · page 1 of 7
Year-End Planning Checklist for Retirees
The Perfect Portfolio with Peter Lazaroff
Your Social Security Playbook: Building Your Strategy- Married Filers
Your Social Security Playbook: Building Your Strategy- Single Filers
Your Social Security Playbook: The Levers You Control
Your Social Security Playbook: How Your Benefit is Calculated
Your Social Security Playbook: How the System Works
Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby
Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning
Summer Reruns: Keep Investments Simple with Peter Lazaroff
Summer Reruns: Retiring Single with Tanya Nichols
Retirement Toolkit: Never Worry About Money Again with Jesse Mecham
Retirement Toolkit: How do you Balance Optimization with Simplification
Retirement Toolkit: How to Rebalance a Retirement Portfolio
Retirement Toolkit: How Does Step Up in Cost Basis Work
Retirement Toolkit: How Required Minimum Distributions (RMDs) Work
IRMAA: The Medicare Premium Surprise and How to Avoid It
Mutual Funds vs. ETFs- Which is Better for Retirement?
Know What You Pay: A Guide to Investment & Advice Costs
Take the Retirement Leap of Faith with Jordan Grumet
Decluttering for Retirement: Your Step-by-Step Plan
Decluttering for Retirement: Why It's So Hard and How to Push Through
Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement
Decluttering for Retirement: It's More Than Cleaning Out Your Closet
How Long Will You Live After Retirement?
Listener Questions: How Do I Create a Diversified Portfolio?
Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
Listener Questions: Should I Take Social Security Early and Invest It?
Listener Questions: Should I Move My 401K into an IRA When I Retire?
Why Even the Best Retirement Calculator is Wrong
Retirement Talk with Dr. Wade Pfau
Healthcare Before Medicare: Retiree Feedback
How to Feel Loved with Dr. Harry Reis
Healthcare Before Medicare: Creating Your Own Action Plan
Healthcare Before Medicare: How to Lower Your Costs
Healthcare Before Medicare: Your Options
Healthcare Before Medicare: What Happens When You Retire Before 65?
Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals
Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
Year-End Planning: Estimated Tax Payments
Year-End Planning: The Basics of Charitable Giving
Year End Planning: RMD Rules for IRAs & Inherited IRAs
Year-End Planning: Annual Gifting Rules
Year-End Planning: Tax-Loss Harvesting
Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
My Advisor Recommended an Annuity. Should I Buy It?
How Do I Build My Initial Cash Cushion for Retirement?
The 10 R's for a Joyful Retirement with Cesar Aguirre
Retirement Goal Case Study
How to Navigate Goals as Life Unfolds
Building Agile Retirement Goals
Setting Retirement Goals: The Paradox of Knowing What You Want
Simple Isn't Easy: Carl Richards on Life and Retirement
The Difference Between an IRS Late Payment Penalty and Interest
How to Read Your Social Security Statement
Don't Get Cute with Your Retirement Investments
Navigating Medicare in 2025
Should I Do a "Free" Retirement Analysis?
Direct Indexing vs. Mutual Fund or ETFs
Elder Care Options for Singles
How to Choose a Retirement Coach
Replay: How to Manage Your Scarcity Brain
Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
Replay: My Experience Moving to a Retirement Community
Replay: The State of Retirement Planning with Michael Kitces
Replay: How to Retire with Christine Benz
I Just Lost My Job. Can I Retire Now?
How to Quality Check Your Retirement Plan
How to Rebalance Your Portfolio in Retirement
How to Improve Your Retirement Travel
Process Over Panic: What You Should Pay Attention To
Process Over Panic: Investing with Charles Ellis
Process Over Panic: Building a Great Life with Dr. Meir Statman
Process Over Panic: Social Security
Process Over Panic: Why to Resist the Urge to Think It's Different This Time
Retirement Basics: Fixed Annuities (aka MYGAs)
Retirement Basics: Building Energy
Retirement Basics: Asset Allocation
Retirement Basics: What Every Spouse Should Know
Is My Retirement Safe? Navigating Financial Security in Uncertain Times
Curiosity: The Key to a Happy Retirement
How to Set Up Your Paycheck in Retirement
What Life Expectancy Should I Use in My Retirement Plan?
Should I Have Private Equity in My Portfolio?
Retirement Plan Live Debrief with Tanya Nichols
Take Action Now for a Resilient Retirement
Don't Fly by Feeling in Retirement
Rocking a Solo Retirement: Nick's Views/Laura's Views
Rocking a Solo Retirement: Nick's Resources/Laura's Resources
Rocking a Solo Retirement: Nick's Goals/ Laura's Goals
Rocking a Solo Retirement: Meet Nick/Meet Laura
Retiring Single with Tanya Nichols, CFP
Close Out the Year with Intention
Learn What to Ignore with Dr. Daniel Crosby
Gear vs. Stuff with Michael Easter
How to Retire with Christine Benz
Year-End Planning: Charitable and Family Giving
Retirement Year End Planning: Withdrawing from Assets