All Episodes
Retirement Answer Man — 662 episodes
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
Retirement Year End Planning: Contributing to Assets
Retirement Year End Planning: Tax-Loss Harvesting
Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
Think Smart, Retire Smarter: Circle of Competence
Think Smart, Retire Smarter: The Map vs The Territory
Think Smart, Retire Smarter: Second Order Thinking
Think Smart, Retire Smarter: Inversion
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
Stories from Unique Retirements
Retire Without Borders: An Expat Primer
Securing Their Future - Retiring with Special Needs Children
Service, Sacrifice, and Second Acts: Military Retirees
Roth 401K or Not? When Should I Switch?
What Income Sources are Included for the IRMAA Calculation?
Financial Advisor Certifications - What They Mean for You
Steps to Secure Your Personal Information
Be a Super Communicator with Charles Duhigg
Lessons from Mike and Judy’s Investment Experience
Legal Tender: Tallying Their Resources
The Lifestyle We Want in Retirement
The Educator and the Esquire - Meet Mike and Judy
How Can I Get an IRMAA Exception?
I’m Afraid to Buy Stocks in Retirement! What Should I Do?
Should I Get a Mortgage for My Retirement Home?
Stop Doing These Things in Retirement
My Experience Moving to a Retirement Community
Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
How Much Money Do I Really Need to Retire?
Ask Better Retirement Questions
The State of Retirement Planning with Michael Kitces
How to Manage Your Scarcity Brain with Michael Easter
Overcoming Frugality in Retirement with Dan Crosby
What is True Retirement Planning? With Christine Benz
How Systems Thinking Can Improve Your Retirement with Rick Nason
What Can I Learn from the FIRE Movement?
The Challenges of FIRE
The Benefits of FIRE
What Is the FIRE Movement?
Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets
Retirement Plan Live - Mature Marriage: Shared Resources
Retirement Plan Live: Mature Marriage - Shared Goals
Retirement Plan Live: Mature Marriage - Mary’s Story
Retirement Plan Live: Mature Marriage - Mark’s Story
Should I Withdraw from My IRA to Pay Off My Mortgage?
How Can I Reduce the Chances of Running Out of Money in Retirement?
The Ins and Outs of Donor-Advised Funds
Important Retirement Numbers for 2024
How Do I Refill My Retirement Income Floor?
My Retirement Planner Said No to a Report Request. What Should I Do?
Should I Consolidate My Accounts in Retirement?
How Should I Pay Taxes on My Roth Conversions?
Should I Continue to Own Bond Funds?
Wisdom for Our Children - Spending, Saving, and Investing
Wisdom for Our Children - Family and Friends
Wisdom for Our Children - Career and Retirement
Wisdom for Our Children - Energy and Mindset
Should I Stop Contributing to My Pre-Tax Accounts?
What Is the Ideal Mix Between Before and After Tax Retirement Accounts?
What Should I Consider When Transferring Investment Accounts?
Should I Borrow Against My Investments to Buy a House?
Should I Realign My 401K Now That I’m Retired?
Historical vs. Projected Returns?
500 Episodes and Still Rocking
#499 - Should I Do a Roth Conversion?
The Impact of Alcohol on Rocking Retirement
The Rules for Roth Withdrawals
The Rules for Roth Conversions
The Rules for Roth Contributions
The Roth Opportunity
How Can I Reverse Taking Social Security?
The KISS Concept for Investing
How Listener Mike is Finding His Purpose in Retirement
How Does the 5-Year Rule Work for Roth Conversions?
The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships
The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset
The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization
The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility
The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock
How Should Spouses Claim Their Social Security Benefits?
What Retirement Planning Software Should I Use?
How Do I Report a QCD on My Income Tax Return?
I’m in My Fifties and Got Laid Off. What Should I Do?
Widowed in Retirement: Wisdom from Those on the Journey
Widowed in Retirement: Creating a New You
Widowed in Retirement: Navigating Financial Changes
Widowed in Retirement: Navigating Life Changes
How to Rock Retirement on Your Own
Should I Rebalance My Portfolio Now?
What are Brokered CDs and How Do They Work?
How Is Deferred Compensation Taxed When I Receive It?
How Do I Calculate the Decreased Social Security Benefit If I Retire Early?
Retirement Plan Live: The Impact of the Bear Market
Retirement Plan Live: Their Financial Resources
Retirement Plan Live 2023: Their Goals for Rocking Retirement
Retirement Plan Live: Meet Rosie and Dwayne
Should I Take My Pension Lump Sum Now or Wait?
Should I Have a Mortgage on My Rental Property?
Should I File for Social Security If I’m Still Working?
Should I Invest in Individual Stocks or ETFs in Retirement?
Should I Pay Off My Mortgage or Invest?
How Do I Know if an Annuity Is Right for Me in Retirement?
How to Rebalance a Bond Ladder
What Should I Know Before Using 72T to Fund Retirement?
Should I Invest in Commodity ETFs to Fight Inflation?
When Can I Make a Backdoor Roth Contribution?
RRC Anniversary Special Episode
Will I Still Get Inflation Adjustments If I Wait to File Social Security?
Should I Switch My Bond Portfolio to CDs?
Which Account Should I Begin Drawing from First in Retirement?
What Is the Best Way to Save Money for Our Grandchildren?
Should I Switch My 401K Contribution to the Roth Option Near Retirement?
Should We Consider a Mortgage for Building Our Retirement House?
How Should I Pay for Big Ticket Expenses Near Retirement?
Living a Heroic Retirement: How to Walk the Hero’s Journey
How to Live a Heroic Retirement Today
#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have
Living a Heroic Retirement: The Virtues of a Hero
Living a Heroic Retirement: What Is a Hero?
Dealing with Post-Pandemic Burnout
Will My Social Security Benefit Be Impacted by My Divorce?
Should I Prepay the Mortgage on My Rental Property Before I Retire?
Can I Count on Average Returns and Inflation for Retirement?
When Is It Time to Switch Advisors and More of Your Questions
Leave a Lasting Legacy: How to Create Your Legacy Strategy
Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy
Leave a Lasting Legacy: How to Leave a Financial Legacy
Leave a Lasting Legacy: What Is a Legacy?
Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health
Functional Health to Rock Retirement: Finding the Right Nutrition Plan
Functional Health to Rock Retirement - Creating the Right Exercise Plan
Functional Health in Retirement: What Is Functional Health?
How Do I Inflation Proof My Retirement?
Are Interest Rate-Hedged ETFs a Good Investment Right Now?
How Do RMDs Work for Married Couples?
Should I Retire Earlier if I Have Health Issues? And More Listener Questions
How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record
How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient
How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy
How to Plan Your Agile Retirement: Stage 1 - Your Vision
How to Plan Your Agile Retirement: Why You Need to Be Agile
What Investments Help Protect Me from Inflation?
How Do I Manage Inflation Risk?
How Will Inflation Impact My Retirement?
How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?
Retirement Plan Live: Establishing a New Life
Retirement Plan Live: Creating Our Retirement Paycheck
Retirement Plan Live: Dreams for Our New Home
Relocation for Retirement: Why We Moved
Is Cryptocurrency a Good Investment for My Retirement?
How Will I Estimate What My RMD Will Be at Age 72?
Are I-Bonds a Smart Investment for My Retirement Portfolio?
What Is a Retirement Plan of Record?
Overcoming Frugality
The Mechanics of Decumulation
Reflections on the Retirement Scene
Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?
Retirement Planning Guidebook with Wade Pfau
What the Happiest Retirees Know with Wes Moss
Listener Questions: Don’t Let Perfect Be the Enemy of Good
Retirement Tax Management: How to Incorporate into Your Retirement Plan
Listener Questions: I have Roth Conversion Questions!
Retirement Tax Management: The Tax Toolbox
Listener Questions: Is an Immediate Annuity a Good Option for Me?
Retirement Tax Management: Hidden Tax Bombs
Listener Questions: How Do I Go from Zero to Retired?
Retirement Tax Management: Why It’s Important
Retirement Planning for Non-Planners: 5 Things to Track During Retirement
Retirement Planning for Non-Planners: Investment Basics
Retirement Planning for Non-Planners: Retirement Risk Basics
Retirement Planning for Non-Planners: How to Pay for Retirement
Retirement Planning for Non-Planners: Setting Goals for Your Retirement
Special Episode: Retirement Wisdom from Women Planners
Women, Money, and Retirement: How Do I Put the I in Retirement?
Women, Money, and Retirement: How Do I Plan for Retiring Alone?
Women, Money, & Retirement: How Can I Feel Confident Enough in My Plan?
Women, Money, and Retirement: What’s Different About Us?
Retirement Withdrawal Strategies: Selecting the Right Strategy for YOU
Retirement Withdrawal Strategies: Matching Your Assets to Your Spending
Retirement Withdrawal Strategies: The Safety First Approach
Retirement Withdrawal Strategies: The 4% Rule
Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?
Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?
Listener Questions: How Do I Account for My Pension on a Net Worth Statement?
Listener Questions: How Do Rental Properties Fit into My Retirement Plan?
Listener Questions
Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life
Your Non-Financial Retirement Plan: People and Play
Your Non-Financial Retirement Plan: Identity, Purpose, and Growth
Your Non-Financial Plan: A Great Life Is About More than Money
Asset Allocation Ingredients: What Are UITs and Structured Notes?
Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?
Asset Allocation Ingredients - What is a Mutual Fund?
Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?
What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees
On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement
What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines
Let’s Get Physical - Creating Your Health Action Plan
Let’s Get Physical - 5 Tips for Excellent Nutrition
Let’s Get Physical: Maintaining Your Strength and Mobility
Let’s Get Physical: The Importance of Healthy Habits
Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose
Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources
Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals
Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!
The Parent Project: 5 Tips for Managing Your Parents’ Finances
The Parent Project: When, What, and How to Take Over When the Time Comes
The Parent Project: Organizing Your Parents’ Finances and Estate Plan
The Parent Project: How to Have the Talk with Your Parents (and Siblings)
The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement
What Are the Chances We Have a Market Crash, and How Do I Protect Myself?
How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?
How Do I Use an HSA for Retirement Healthcare Costs?
Listener Questions: How Can We Enjoy Life Now and Be Okay When We’re Older?
Unexpected Retirement: How Do I Find Work to Fill the Gap?
Unexpected Retirement - Do I Take the Retirement Package?
Unexpected Retirement: Annie Duke on How to Decide
Unexpected Retirement: 5 Things to Do When You’re Suddenly Retired
How Does Medicare Work? Making Your Medicare Decision
How Does Medicare Work? Common Medicare Mistakes
How Does Medicare Work? Medigap and Medicare Advantage
How Does Medicare Work? Part D and What Medicare Doesn’t Cover
How Does Medicare Work? - Part A and Part B with Danielle K. Roberts
A Framework for Better Decision Making
Process, Strategy, Tactics: A Formula for Better Decisions
48 Days to the Work and Life You Love with Dan Miller
Better Retirement Decision Making - The Retirement Choices You Have to Make
Estate Planning in Retirement: Lessons from Handling My Parents’ Estate
Estate Planning in Retirement: Organization and Communication
Estate Planning in Retirement: Giving to Charity
Estate Planning in Retirement: Giving to Family
Estate Planning in Retirement: The Basics
Oh, Behave! Behavioral Finance and Retirement: Investment Management
Oh, Behave! Behavioral Finance and Retirement: Retirement Planning
Oh, Behave! Behavioral Finance and Retirement: Life Planning
Oh, Behave! Behavioral Finance and Retirement: Are You Rational?
Setting Your Retirement Assumptions: 5 Rules to Follow
Setting Your Retirement Assumptions: Markets
Setting Your Retirement Assumptions: Costs
Setting Your Retirement Assumptions: Life Assumptions
Beachwalker (The Retirement Coach) is in the House
5 Ways Retirement Planning Will Never Be the Same
How to Navigate a Recession in Retirement
Retirement Planning Overload: Don’t Think too Much!
6 Retirement Lessons from 6 Years of The Retirement Answer Man
Fritz Gilbert's Keys to a Successful Retirement
Where to Live in Retirement: Steps to Navigate the Transition
Retirement Planning in the Midst of the Coronavirus Disruption
Where to Live in Retirement: Experiment and Decide
Special Commentary on This Week's Markets
Where to Live in Retirement: Creating the Ideal Living Profile
Where to Live in Retirement: Avoid a Common Mistake - Getting Trapped by What Is
Hybrid Long-Term Care Insurance Explained
Traditional Long-Term Care Insurance Key Facts
Mitigating Your Long-Term Care Risk with Dr. Marc Milstein
Will I Need Long-Term Care? Reviewing the Statistics with Christine Benz from Morningstar
Crashes, Retirement, and Bears, Oh My! Investing in Retirement: The Pie Cake
Crashes, Retirement, and Bears, Oh My! How to Protect Your Retirement Lifestyle
Crashes, Retirement, and Bears, Oh My! Market Crashes, What They Are and How They Work
Crashes, Retirement, and Bears, Oh My! Bear Markets: What They Are and How They Work
Crashes, Retirement, and Bears, Oh My! How Investing Changes in Retirement
Travel in Retirement: Hacks to Save Money
Travel in Retirement: Mapping Out Your Journeys
Travel in Retirement: Creating a Budget
Travel in Retirement: Dreaming Up Your Vacation Vision
Retirement Tax Management: Withdrawal Strategies
Retirement Tax Management: Medicare and IRMAA
Retirement Tax Management: Social Security and Taxes
Retirement Tax Management: The Opportunity to Manage Tax Brackets
Classic Episodes: What’s Wrong with Index-Based Investments?
Work and Retirement, A Match Made in Heaven?
Classic Episodes: How Personal Values can Affect Your Happiness in Retirement
Classic Episodes: Michael Kitces and the Rising Equity Glidepath
Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances
Retirement Plan Live 2019 - How to Navigate Uncertainty
Retirement Plan Live 2019 - Counting What You Have
Retirement Plan Live 2019 - How to Move Forward
Retirement Plan Live 2019 - When Life Disrupts Retirement
Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity
Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard
Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy
Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab
Is an Annuity Right for Retirement? Your Annuity Questions Answered
Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities
Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities
Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio
Is an Annuity Right for Retirement? Annuity Basics
Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement
Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity
Longevity and Retirement: 8 Great Habits to Age Well
Longevity in Retirement: How Long Will You Live in Retirement?
Retirement of the Future: How to Harness Technology as You Age
Retirement of the Future: How Technology Will Keep You Healthier
Retirement of the Future: How Technology Will Help Keep You Independent
Retirement of the Future: How Technology Will Keep You Connected
Retirement of the Future: How Technology Will Keep You Mobile
You’re Retired! How to Use Your Accounts: Listener Questions, IRA, Roth, and 401K Management
You’re Retired! How to Use Your Accounts: Should I Convert My IRA to a Roth? And Other Conversion Questions
You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement
You’re Retired! How to Use Your Accounts: The Basics of IRAs, Roth IRAs, and 401Ks
#266 - The RV Virus Road Trip Edition: Real Stories from the Rock Retirement Club
#265 - The RV Antivirus: How to See America Without Adding a Motor to Your Home
#264 - Living with RV Virus: How to Live the Retirement RV Life Without ‘Braking’ the Bank
The RRC: Walk with the Wise and Become Wise
#263 - The Retirement RV Virus: Symptoms and Prognosis
#262 - How to Live Without a Paycheck: The Upside of Building an Income Floor
#260 - How to Live Without a Paycheck: Building a Bucket System
#261 - How to Live Without a Paycheck: Keeping Your Buckets Full
#259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement
#258 - Tips from the Rock Retirement Club
#257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement
#256 - Wants and Wishes: How to Make Room for Important Extras
#255 - Wishin' and Hopin': Dreaming Up Your Big Retirement
#254 - Know Your Numbers: Will You Have Enough Money in Retirement?
#253 - Are You Using the Wrong Age to Plan Retirement?
#252 - What’s Your Word? Whittling Your Resolutions to a One-Word Goal
#251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor
#250 - Is Global Diversification Worth It?
#249 - How to Prepare for the End of Days in 2018
#248 - How a Spirit of Gratitude Creates Your Best Life & Retirement
#247 - 10+ Gifts That Keep On Giving
#246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning
#245 - 4 Scary Retirement Stories
#244 - Listeners Weigh in on Retirement Hopes and Fears
#243 - Real Conversations with Listeners About Retirement Hopes and Fears
#242 - You Asked: Should I Pay Off My House Before I Retire?
#241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?
#240 - Relocation in Retirement: Making the Most of Your New Locale
#239 - Relocation in Retirement: Finding the Perfect Place to Retire
#238 - Relocation in Retirement: Getting the Most Out of Your Home Sale
#237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself
#236 - You Asked: Tips for Renting a Vacation Home
#235 - You Asked: My Wisdom For Adulting
#234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement
#233 - You Asked: Investing for Retirement “Given This Market”
#230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount
#229 - Maximizing Social Security: The Best Social Security Benefits Calculators
#228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?
#227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream
#226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise
#225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss
#224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?
#223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered
#222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?
#221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees
#220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement
#219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo
The Q Factor: Bond Gadgets That Could Stop Rising Rates From Kicking Your Assets
#217 - Rising Interest Rates: The Ultimate Bond Villain?
#216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail
#215 - The 007 Effect: Why Everyone Loves a Good Bond
#214 - Healthcare Before Medicare: Part-time Work With Benefits
#213 - Healthcare Before Medicare: Getting Creative
Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old
#212 - Healthcare Before Medicare: ACA and COBRA
#211 - Healthcare Before Medicare: My Wife Quit Her Job!
#210 - How to be Single, Retired, and Happy
#209 - Making Friends in Retirement
#208 - Happy Spouse, Happy Retirement
#207 - Loneliness Can Be a Retirement Killer: Here’s How to Combat It
#206 - My Reading List 2018
#205 - How to Make 2018 Your Best Year Yet
#204 - Is Your Financial Advisor Worth the Cost?
#203 - Why the Great and Powerful Oz Won’t Save Your Retirement
#202 - Market Correction Fire Drill Step 3—Having Enough Cash Reserves
#201 - Market Correction Fire Drill Step 2
#200 - Market Correction Fire Drill - Step 1
#199 - Market Correction Fire Drill Starts Here
What a 34 Year Old Can Teach You About Retirement
#197 - How to Take Your Retirement Travel to the Next Level
#196 - How to Manage Retirement Risks
#195 - Organizing Your Financial Resources for Retirement
#194 Dream Up Your Ideal Retirement
How to Avoid This HUGE Threat to Your Retirement #193
#192 - Should You Worry About a Market Crash?
191 - What Your Financial Advisor Should Be Doing
#190 - How much you should have saved for retirement by now
#189 - How Indexes and Bear Markets Can Make a Bad Mix
#188 - Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan
#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions
Retirement Travel - One Way to Fund Your Dreams
#185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement
#184 - Passive Investing: What You Should Understand
#183 - How Pre-tirement Could Save Your Retirement
#182 - Want a Great Retirement?
#181 - Stop Financial Stress Now!
#180 - Should You Retire Overseas?
#179 - A Simple Tool to Estimate Retirement Spending
#178 - The Science of Index-Based Asset Allocation
#177 - The 5 Ps of a Good Investment Philosophy
#176 - The Role of Asset Allocation in Retirement Planning
#175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?
#174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?
#173 - Investment Risk Management for Regular People
#172 - Building A Strong Foundation For Your Retirement Investments
#171 - J. David Stein on How Not To Gamble Your Retirement Away
#170-Learn From Your Mistakes To Create A Great Retirement
#169 - A Business Exit Strategy That Creates Family Legacy With Randy Long
#168 - Using Your HSA To Slay The Health care Dragon
#167 - Should I use Social Security Income To Fuel My Retirement Investments?
#166 Holistic Retirement Planning
#165 - Retirement Crisis: Why Work You Love Might Be The Answer
#164 - My adviser stole my money! A simple way to avoid investment fraud.
#163 Will The Trump Bump Continue?
#162 - The Problem with Retirement Planning and How to Fix It
#161 - Simple Living In Retirement
#160 - Certainty Is Absurd: How To Deal With Uncertainty.
#159 - Make your net worth work for your retirement not against it!
#158 - How Binary Thinking Can Ruin Your Retirement Goals
#157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)
#156 - How Your Personal Net Worth Statement Can Inform Your Retirement Decisions - Retirement Plan LIVE Ep. 2
#155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)
#154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.
#153 - Real Life Personal Growth And Finance Stories with P.T. Money
#152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU
#151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It
#150 - Dealing With Failure By Seeing It As Feedback
#149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.
#148 - Maximizing Social Security For Your Best Retirement Ever!
#147 - Avoid The Retirement Crisis By Building Retirement Dreams
#146 - The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation
#145 - Year End Financial Issues You Should Consider
#144 - The Power of Reading For Life, Success, and A Better Retirement.
#143 - Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle
#142 - How Do Financial Markets React To Presidential Election Cycles?
#141 - Why Longevity Makes Retirement a Whole New Game
#140 - Do You Have The Courage To Color Outside the Lines?
#139 - The #1 Fear About Retirement: Losing My Mind
#138- 10 Powerful Book Recommendations For Investing And Personal Growth
#137 -How To Become A Better Decision Maker, Even In The Small Things
#136 - Decision Making: Getting It Right For Retirement (and the rest of life)
#135 - Why People In The Financial Services Industry Are Freaking Out!
#134 - Is Economic Growth Always A Good Thing?
#133 - Economic Growth, the Upcoming Election, Life Satisfaction!
#132 - How Personal Values Can Impact Your Level Of Happiness In Retirement
#131 - How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither
#130 - Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?
#129 - How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby
#128 - Here’s How Technology Will Help You Combat Loneliness in Retirement
#127 - Here’s How Technology Will Impact Your Mobility During Retirement
#126: Here’s to the Future: How Technology Will Change Your Retirement
#125 - 5 Ways BREXIT Could Impact You and Your Retirement
#124 - Why You Should't Be Afraid of Yes
#123 - How to Make the Most of Social Security with Emily Guy Birken
#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein
#121 - What You Should Know About Risk Management and Insurance
#120 - How to Use the Sharing Economy in Retirement
#119 - What You Need to Know to Invest in Bonds
#118 - 3 Action Steps to Maximize Your Social Security Benefits.
#117 - How to Break Free and Live a Life True to YOU
#116 - 6 Mistakes You Need to Avoid in Retirement
How to Decide Whether to Rollover your 401(k) to an IRA
#114 What You Need to Know About the World Economy
#113 - How a Personality Assessment Can Help You Make Better Money Choices
#112 - What you Should Know About Investing in Real Estate
#111- Why You Shouldn’t Fall into the Market Timing Trap
#110 - What You’d Better Understand About Diversification and Indexes
How to Make a Successful Career Pivot with Mike Kim
#108 - This is What the Market Thinks About Presidential Elections
#107 - Why You Should Stop Worrying So Much
#106 - This Market SUCKS: What to Expect for the Rest of the Year
#105 - Why You Should Ignore All Market Predictions
#104 - Is tax deferral really the best way to save for retirement?
#103 -How Will You Manage These Risks During Retirement?
#102 - Want to Retire? Stop Watching the Markets, Watch This
#101 - How to Dream Up Your Ideal Retirement
#100 - How to Become a Super Saver in 2016
#99 - Five Reasons to be Thankful Interest Rates are Going Up
Is Your Asset Allocation All Wrong During Retirement??
#97 - How to Build Wealth with Todd Tresidder, The Financial Mentor
#96 - How to Evaluate When to Take Your Pension
#95 - Make Sure You Know This About Your Inherited IRA
#94 - How to Save on Taxes and Pay for Christmas
#93 - How to Be Happy: It's Easier Than You Think
#92 - Goodbye File and Suspend: What You Need to Know
#91 - Chris Hogan Wants You to Know This About Retirement
#90 - How to answer the question, "When Can I Retire?"
#89 - 5 Impacts Longevity Could Have on Your Retirement
#88 - The 6 Biggest Expenses During Retirement
#87 - 4 Myths That Could Ruin Your Retirement and How to Avoid Them
#86 -You Are Enough For Today
#85 -9 Books to Help You Live a Great Life AND invest Smarter, Plus Listener Questions on Social Security and ROTH IRAs
#84 Learn How to Career Pivot to a More Independent Life During Retirement
#83 When You Feel Like Your Plan to Retire is Screwed
#82 Worried About the Markets? Don’t Change a Good Strategy Now
#81 How to Find a Good Charity in Your Community
#80 Why Smart People Can Be Stupid with Money Too
Want to Start a Business? Learn How to Fail Forward
See, Retirement Planning Can Be Fun!
How NOT to Be A Terrible Husband
The Mid Year Outlook for Investing
Starting a Family and Planning for Retirement? I Got This
From High School Sweethearts to Retirement
Don't Make This Stupid Retirement Investment
Dying Ain't Cheap: The Emotional and Financial Costs of End of Life Care
Don't Miss Your Life While Planning for Retirement
WARNING: Investment Talk Radio May Be Hazardous to Your Retirement
Retirement Means the Freedom to What I Want, When I Want
Intentional Decisions Can Lead to a Great Retirement
Yes, 27 Year Olds Think About Retirement Too
Jen's Retirement Journey: Rising From the Ashes
Rick's Journey to Retirement: Steady as It Goes
Aaron Walker Wants You to Be Extraordinary
Tell Your Money & Retirement Story
Want to Retire? Why Smart isn't Enough
Should I Take a Company Buyout Package? with Marc Miller
You Can't Frugal Your Way to Retirement With Paula Pant
Solving Your Retirement Puzzle
NO Ideal Retirement for YOU, Bill & Sally
Bill & Sally Created a Net Worth Statement, Have You?
How to Dream Big About Your Retirement with Bill and Sally
Buy Cars Better With James Kinson
What Do You See for YOUR Retirement?
A Kitchen Table Talk with Carl and Jane About Retirement
Listener Questions From the Can Carl Retire? Webinar
Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?
I Want to Retire, But What About...?!?: How to Manage Risk in Retirement
Step 2 Identify and Organize Your Financial Resources
Step 1 Identifying My Ideal Retirement
Lady J Can Help You Get Unstuck in 2015
See the Retirement Planning Process in Action
How to Launch Yourself to a Great Retirement
Stop Watching the Market and Create a Great Life
7 Super Simple Tasks to Complete Before You Rock in the New Year
3 Habits to Help You Make Smarter Money Choices
How to Ride the Rapids Towards Retirement
7 Investing Lies We Tell Ourselves & How to Avoid Them
My #1 Retirement Planning Tool to Help People Find Balance
Kary Oberbrunner Wants You to Ignite Your Soul
7 Steps to Help You Fight Through a Market Correction
#35 4 Benefits of Forest Fires and Market Corrections [Podcast]
#34 Healthcare Options Before Age 65
#33 5 Steps to a Healthier LIfe
32 Career Pivot: How to Change Careers When You're in Your 50's
31 What You Can Learn From the Retiree Next Door
30 How to Invest in Your Marriage with Jackie Bledsoe
Should I Convert to a ROTH IRA? A Talk with Ed Slott
#28 4 Strategies for Beating Retirement Planning Stress
#27 Screw Retirement Goals, Here's a Better Way
What You Need to Know Before Investing in Rental Properties
#25 How to Organize Your Financial Records
#24 Strategies for Handling Market Corrections
7 Ways You Can Screw Up Your Retirement
Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook
#21 How to Accept the Worry and Start Planning for Retirement
Unwrapping Medicare: The Basics
Hate Keeping a Monthly Budget? Here is an Easier Way
Deal With Death By Celebrating Life
Managing Cash Flow During Retirement
Second-Act Careers: The Benefits of Working During Retirement
Jeff Goins Doesn't Want You to Miss Out on Your Life
14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice
Retirement & Planning for Housing
Do You Have a Question About How to Plan for Retirement? [Podcast]
Do You Make These Mistakes When You Invest?
How to Plan Your Walt Disney World Vacation with Lou Mangello
How to Pay for College with Celest Horton
Lauren Gaggioli Discusses Preparing for the SAT and the Selecting the Right College
10 Things to Consider Before You Purchase an RV
15 Questions to Ask When Choosing a Financial Advisor
Do I Have Enough Money to Maintain My Lifestyle in Retirement?
INVEST in Your Health
Episode #3 Amazon Prime & Your Emergency Fund
Episode 2 The Importance of Tracking Your Net Worth
Creating An ICE Plan And 4 Reasons Why You Should Ignore Market Predictions