All Episodes
Retirement Answers — 165 episodes
How Much Cash Should You Hold in Retirement? (2026 Update)
Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?
Stop Saving For Retirement... (Here's Why)
Are You Waiting Too Long to Sell Winning Investments?
What Are the Best Strategies for Reducing RMDs?
The 4% Rule Is A Terrible Retirement Income Strategy (Here's Why)
The Lie That's Holding You Back From Retirement
Avoid These 5 Retirement Mistakes Before It’s Too Late
Why Your 401(k) Isn’t Enough - The Ideal Retirement Mix
The Mental Trap That's Sabotaging Your Retirement
Avoid These 8 Retirement Mistakes (They Look Harmless… But Aren’t)
5 Reasons NOT To Claim Social Security Early
These Are The Most Important Years of Retirement
The Roth IRA 5-Year Rule Explained (Ultimate Guide)
Most Retirement Plans Look Good on Paper, But FAIL in Reality
7 MAJOR Benefits of a Brokerage Account in Retirement
4 Reasons You Should Take Social Security at 62
Don't Retire Yet - Try This Instead
The Big HSA Mistake Retirees Don’t Know They Are Making
New 2026 Tax Brackets, Standard Deductions & More!
MAJOR Changes To 401k Catch-Up Contributions in 2026
4 Retirement Fears to STOP Believing After You Reach 50
Don't Retire Early Without Understanding THIS Tax Strategy First
5 Misleading Retirement Beliefs That Can Sabotage Your Future
5 Questions You MUST Answer If Retiring Before 65
This Is The Roth Conversion SWEET SPOT
Every Retiree Needs To Hear This... (What I've Learned After Helping 100 Clients Retire)
The Roth Conversion MISTAKE Every Retiree Should Avoid
The 2026 Social Security COLA + Who It Applies To
Social Security REGRETS: The Top 5 Mistakes Retirees Make
Why Retirees with $1M Actually End Up With TOO MUCH
Are You Optimizing Social Security For The WRONG Thing?
Roth Conversions Just Got More Complicated (OBBBA Update)
Can Capital Gains Push Me Into a Higher Tax Bracket?
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom
Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself
How To Create Tax-Free Income In Retirement WITHOUT A Roth IRA
These 5 Tax Mistakes Will Waste Your Retirement Savings
Retirement Tax Planning: What It Is (Actually) + Why It Matters
The Widow's Tax Trap: What Is It & How To Avoid It
8 Important (But Little-Known) Rules To Know Before You Retire
5 Things to STOP Doing Before You Retire (And What To Do Instead)
18 Signs You Are Better Prepared for Retirement Than Most People
Retire NOW If You Answer YES to These 5 Questions
Why This Account Changes Everything in Retirement
Why Converting Everything to Roth is a MISTAKE
What Most Retirees Don't Know About Social Security Survivor Benefits
Social Security Spousal Benefits - Avoid These Common Mistakes
What You Can Do To Avoid The IRA Pro-Rata Rule
What The Top 1% of Retirees Do Differently From Everyone Else
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
10 Retirement Hacks That Will Save You Money
Recession-Proof Your Portfolio By Doing THIS
Why You Should STOP Doing Roth Conversions
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
This is the BEST Way To Do Roth Conversions
How To Plan For Long-Term Care in Retirement
Stock Market Crash? Take Advantage of These 3 Opportunities
How To Invest AFTER You Retire
DO THIS To Spend Confidently in Retirement
Sequence of Returns Risk: Should You Retire During a Recession?
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
6 Financial Goals to Reach By Age 60
How To Avoid The RMD Tax Trap
Every Retirement Plan Has This MAJOR Problem
5 Hidden Costs That Catch Retirees Off Guard
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
Every Good Retirement Plan Includes These 6 Things
If You Want to Retire in 2025, Do These 5 Things First
8 Common Mistakes That Could Ruin Your Retirement
The TRUTH About Social Security Taxation: How It Actually Works
Pension vs Lump Sum - Friday Q&A
4 Reasons to Retire ASAP
Friday Q&A: Why Am I So Anxious About Retirement?
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
Friday Q&A: Should We Pay Off Our House?
Should I Pay Off My Mortgage Before Retirement?
Is NOW A Good Time To Buy Stocks?
Ask This Question BEFORE You Retire
Here's When You Should Do Roth Conversions
How Much Cash Should I Hold in Retirement?
Stop Avoiding IRMAA!
6 Reasons to Spend Your Roth IRA in Retirement
Navigating Market Volatility in Retirement
Watch Out for These 5 Investing Mistakes!
Tax-Savvy Retirement: Asset Location Explained
5 Ways to Reduce Your RMDs (& SAVE BIG)
Where Should I Pull Funds From First in Retirement?
7 Reasons NOT To Do Roth Conversions
How Much Money Do You ACTUALLY Need To Retire?
Will My Social Security Be Taxed?
Is Social Security Going to Run Out?!
3 Estate Planning Must-Haves
Inherited IRA Rules EXPLAINED (10-Year Rule)
Retirement Planning Do's & Don'ts
How Do Presidents Impact the Stock Market?
Avoid These 8 Retirement Mistakes
BIG NEWS & My Retirement Planning System
How Do Financial Advisors Get Paid?
5 Benefits of a Roth IRA in Retirement
How to Plan for Retirement Gap Years
How Much Income Will I Need in Retirement?
The Secret Ingredient to a Successful Retirement
Should I Take Social Security & Invest It?
Should I Prioritize Roth Conversions or Health Insurance Subsidies?
When is the Best Time to Retire?
5 Common Retirement Regrets (& How To Avoid Them)
Social Security Survivor Benefits: A Complete Guide
Last 5, First 5: The Most Important Years
3 Investment Principles to Live By
The Power of a One-Page Plan
Important Numbers to Know in 2024
Donor Advised Funds - How & When To Use Them
How to Retire in 2024 - 5 Steps To Take Now
The 4 Parts of a Successful Retirement Plan
Year-End Tax Planning Reminders for 2023
Retirement Investing Mistakes & How To Avoid Them
6 (Common) Roth Conversion Mistakes to Avoid!
The Complete Guide to Social Security Spousal Benefits
7 Common Retirement Fears (& How To Overcome Them)
2024 Social Security COLA & More
Spending with Confidence in Retirement
5 Ways to Use a HSA in Retirement
When Should I Take Social Security? 6 Things to Consider
Are You Ready For The Next Recession?
How to Pay 0% Capital Gains Tax
The Ultimate Guide to 401k Rollovers
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan
Backdoor Roth IRA: What it is + How it works
How to Pay Taxes on Roth Conversions
The Roth Conversion Sweet Spot
Watch Out for This BIG Retirement Tax Trap
The 3 Bucket Retirement Plan
5% CDs Are Not Good Investments
Asset Location - How It Saves You Taxes
5 Things To Do 5 Years From Retirement
Q&A Mailbag: Roth Conversions, Basis in IRAs, & Inherited Roth IRA Taxes
The Real Risk of Stocks
I'm 55, With $1 Million Saved. Can I Retire?
Your Retirement Plan is Wrong...
401k Catch-Up Contribution Changes in 2024 (SECURE Act 2.0)
Annuities (Part 2): Why I Don't Like Them
Annuities (Part 1): What Are Annuities?
5 Common Investing Mistakes to Avoid
How is Social Security Taxed?
How Much Do I Need To Retire?
$100k Tax-Free Retirement Income!
7 Tax Planning Tips to Consider
Tax Diversification
My Thoughts on Silicon Valley Bank
Taxes on Roth Conversions, How 401ks are Taxed, & Offsetting Dividends with Capital Losses
Naming Beneficiaries, Roth Limits, and Spousal Benefits
Are Bonds Still a Viable Investment Option?
SECURE Act 2.0: Changes to RMDs
Don't Be Too Conservative in Retirement
3 Things You Should Do BEFORE You Retire
3 Questions My Clients Are Asking Right Now
Roth IRA Distribution Rules
Understanding Social Security Survivor Benefits
Don't forget about the Taxable Investment Account!
Do I have to be receiving Social Security benefits to get the COLA?
Understanding Social Security Spousal Benefits
Intro