All Episodes
Retirement Answer Man — 671 episodes · page 2 of 7
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?