All Episodes
RETIREMENT MADE EASY — 213 episodes
The Overlooked Essentials of a Well-Prepared Retirement Plan, Ep #213
Breaking Down Retirement Mind Blocks, Ep #212
Avoiding Tax Traps: Selling Capital Gains and Managing Company Stock, Ep #211
Retiring Soon? What 2026's Economic Landscape Means for Your Plans, Ep #210
Clearing Up Roth IRA Confusion, Ep #209
Protect Your Retirement and Make Smarter Decisions in Uncertain Times, Ep #208
Demystifying HSAs, FSAs, and Social Security Benefits, Ep #207
Avoiding Retirement Regrets: What Retirees Say They'd Do Differently Ep #206
Tax Planning Tactics and Life Insurance Questions, Ep #205
The 'What If' Scenarios of Retirement Planning, Ep 204
The Top Retirement Questions You Should Be Asking (But Might Be Missing), Ep #203
2026 Changes You Can't Ignore: Social Security, Tax Rules, and Withdrawal Realities, Ep #202
Making Your Money Last: A Smarter Approach to Retirement Income, Ep #201
Retirement Realities: Tackling the Pain Points That Matter Most, Ep #200
How Close Are You to Retirement? Listener Questions Answered, Ep #199
The Ultimate 401(k) Guide Planning, Pitfalls, and Power Moves, Ep 198
Six Things You May be Missing in Your Retirement That Can Cost You Big, Ep 197
Retirement Questions You Didn't Know You Should Be Asking, Ep 196
Do you need Life Insurance in Retirement?, Ep 195
Why You May Not Retire on Time, Ep 194
Don't Ignore These Dangers to Your Retirement, Ep 193
Sinking Funds and Target Date Funds: What You Should Know, Ep 192
Think You're Ready to Retire? 10 Overlooked Signs You're Not, Ep 191
The Social Security Surprises That Could Cost You Thousands, Ep 190
What That New Tax Bill Really Means for Your Retirement, Ep 189
The Overlooked Truths About Your Retirement Paycheck, Ep 188
Why Some Retirement Products Can Trap Your Savings (and What to Watch For), Ep 187
How Real People Nail Retirement, Ep 186
The Questions Your Future Self Wishes You'd Asked Before Retiring, Ep 185
The Ins & Outs of Roth Conversions, Ep 184
Why Your Retirement Savings Feels Unstable (And What to Do About It), Ep 183
The Retirement Blind Spot: What Most People Overlook Before Leaving Work, Ep 182
Retirement Pitfalls: Costly Money Moves You Don't See Coming, Ep 181
Retirement Withdrawals: How to Make Your Money Last, Ep 180
Listener Questions: Tips for a Smarter Retirement, Ep #179
Reflecting on 3 Lessons I Learned from Clients in 2024, Ep #178
Important Year-End Tax Planning, Ep #177
The Changes Coming to IRAs and 401Ks in 2025, Ep #176
Addressing Social Security's Cost-of-Living Adjustment for 2025, Ep #175
Calculating How Much You'll Spend in Retirement, Ep #174
How Do You Tackle Healthcare Planning in Retirement? Ep #173
Listener Questions: Surviving Retirement Edition, Ep #172
Listener Questions: Roth Conversions, Early Withdrawal Penalties, and Capital Gains, Ep #171
The Truths About Social Security Part II, Ep #170
The Truths About Social Security Part I, Ep #169
5 Retirement Lessons for 2024, Ep #168
401K Loans: The Pros and Cons, Ep #167
Listener Questions: Clearing Up Confusing Retirement Topics, Ep #166
Can You Retire at 60 with $1 Million Saved? Ep #165
7 Steps to Retirement Security, Ep #164
Avoid These 7 Retirement Mistakes (Or You'll Regret it Forever), Ep #163
Greatest Hits: Retirement Made Easy's 5 Most Downloaded Episodes, Ep #162
How Election Years Impact the Stock Market, Ep #161
Best Listener Questions of 2023, Ep #160
Social Security Claiming Strategies, Ep #159
A Little-Known Social Security Strategy, Ep #158
10 Retirement Planning Mistakes You Shouldn't Make, Ep #157
The Need-to-Know Basics of Required Minimum Distributions, Ep #156
Listener Questions: Taxes, Pensions, and Beneficiary IRAs, Ep #155
Listener Questions: 5 Ways to Prepare for Retirement, Ep #154
Are We Heading into a Recession in 2024? Ep #153
The Importance of Developing a Retirement Blueprint with Your Spouse, Ep #152
Questioning the "What Ifs" Might Save Your Retirement, Ep #151
What Social Security Isn't Telling You, Ep #150
Listener Questions: General "Rules", Ep #149
Beneficiary Planning: Important Questions to Consider, Ep #148
Medicare Planning 101, Ep #147
How Saving for Retirement May Change in 2024, Ep #146
The Level of Detail Required in a Great Retirement Plan, Ep #145
Listener Questions: Rapidfire Edition, Ep #144
The Basics of Managing Your Retirement Income, Ep #143
Don't Let Your Emotions Derail Your Retirement, Ep #142
The Ins and Outs of 401k Plans: Part I, Ep #141
Where Tax Planning Fits in Retirement Planning, Ep #140
Listener Questions: Rapidfire Edition, Ep #139
Understanding the Proposed Social Security Expansion Act, Ep #138
How Does Retirement Income Work? Ep #137
Listener Q&A: Social Security Spousal Benefits, Ep #136
The 2023 Market Outlook, Ep #135
6 Client Success Stories from 2022, Ep #134
Retirement Replay: IRA Mistakes that Will Cost You, Ep #133
9 Ways the SECURE Act 2.0 Will Impact Retirees, Ep #132
Listener Questions: From Fiduciaries to Capital Gains Taxes, Ep #131
The 5 Most Downloaded Episodes of 2022, Ep #130
The Tax Implications of Gift-Getting and Gift-Giving, Ep #129
Why Your Retirement Portfolio Must Always Evolve, Ep #128
The 3 Topics Listeners are Asking About, Ep #127
Is Semi-Retirement Right For You? Ep #126
End-of-Year Tax Planning Strategies, Ep #125
Ideas to Catch Up Saving for Retirement, Ep #124
Listener Questions: From 401ks to Social Security Benefits for Divorcees, Ep #123
Evidence that Bonds Aren't Always a Safe Investment, Ep #122
How Rising Interest Rates Will Impact Your Retirement, Ep #121
Listener Questions: Investment Edition, Ep #120
The Key to Goals-Based Retirement Planning, Ep #119
3 Types of Accounts You Want to Have to Save for Retirement, Ep #118
3 Themes that Emerged from my FREE Retirement Coaching Calls, Ep #117
How to Boost Your Emergency Fund in a High Interest Rate Environment, Ep #116
The Basics of Charitable Giving + College Savings Plans, Ep #115
3 Factors that Influence How To Invest Your Money in Retirement, Ep #114
The Investment Options in a Thrift Savings Plan (TSP), Ep #113
Listener Q&A Replay, Ep #112
Listener Questions: A Roundup of Some Favorites, Ep #111
The Great 8 IRA Mistakes that WILL Cost You Money, Ep #110
The Listener Question I've Never Been Asked, Ep #109
Two Things You Should NEVER Do, Ep #108
6 Reasons Why People are Scared to Retire in 2022, Ep #107
The Risk of Investing in Bonds, Ep #106
The Retirement Made Easy 2022 Midyear Market Update, Ep #105
How High Inflation Impacts the Future of Social Security, Ep #104
How to Avoid these HUGE Retirement Mistakes, Ep #103
What You Should Expect from Your Financial Advisor, Ep #102
Focus on the Things You CAN Control in Your Retirement, Ep #101
The Top 5 Listener Questions of 2022, Ep #100
The Two Types of People Who Fail at Retirement, Ep #99
5 Issues to Consider Before You Retire, Ep #98
Retirement Replay: A Hypothetical Tale of a Retired Couple, Ep #97
What Month Should You Retire? Ep #96
How to Achieve Your Goal of Retiring at Age 70, Ep #95
3 Listener Questions that I CAN'T Answer, Ep #94
The Importance of Roth Conversions, Ep #93
Answering Popular Listener Questions, Ep #92
Two Ways to Counter the Impacts of Inflation, Ep #91
Why a Pre-Retirement Assessment is Imperative to Retirement Success, Ep #90
The Basics of Long-Term Care Insurance, Ep #89
Investing is NOT the Same as Gambling, Ep #88
How to Navigate the Volatile Market, Ep #87
What Rate of Return do You Need on Your Investments? Ep #86
How to Maximize Your Social Security Benefits, Ep #85
Reach Your Goals with these Two Simple Strategies, Ep #84
The Facts about Part-Time Income in Retirement, Ep #83
Why Gold is STILL an Inferior Investment Choice, Ep #82
Retirement Parachute: How to Plan for Market Crashes, Ep #81
What is the payoff of working with a financial advisor - Vanguard study, Ep #80
Retirement Replay: How Much Money Do You NEED To Retire, Ep #79
Listener Questions For December, Ep #78
Best Listener Questions of The Week, Ep #77
Rapid Fire Listener Questions, Ep #76
Changes to 401Ks & Medicare in 2022, Ep #75
Will You Be Forced to Buy Long-Term Care Insurance?, Ep #74
7 Questions People Over 60 Ask About Retirement, Ep #73
Retirement Replay: The Bucket Strategy, Ep #72
6 Questions You NEED to Answer Before Retiring, Ep #71
Beware Who You Get Investment Advice From, Ep #70
What Social Security's Cost of Living Increase in 2022 Means for You, Ep #69
Two Crucial Retirement Mistakes to Avoid, Ep #68
Q&A Episode: Estate Planning, Advisor Fees, and Fixed-Risk Annuities, Ep #67
Q&A Episode: 401Ks, IRAs, and Early Retirement, Ep #66
Reasons NOT to Invest (And Why You Should Anyways) Ep #65
Retirement Planning Begins with a Dream, Ep #64
These Two Investment Strategies Are a Recipe for Failure, Ep #63
The Need-to-Know Details About Roth IRAs and 401ks, Ep #62
Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61
Fiduciaries, Compensation, and Fatal Mistakes, Ep #60
Cost-of-Living Increases = The Silent Killer of Retirement, Ep #59
Details on Medicare Enrollment + The American Families Plan, Ep #58
How to Navigate a Market Crash in Retirement, Ep #57
The Basics of Health Insurance in Retirement, Ep #56
Is Now a Good Time to Retire? Ep #55
When Should You Claim Your Social Security Benefits Early? Ep #54
The Best—and Worst—States to Retire To, Ep #53
The One-Year Anniversary Special: The Best Questions of 2021, Ep #52
The Biggest Investment Mistake People Make (and What to Do Instead), Ep #51
Your Ticket to Finding Unclaimed Wealth, Ep #50
Top Strategies to Lower Your Taxes in Retirement, Ep #49
The Top 5 Lessons We Can Learn from Dave Ramsey, Ep #48
The Two Things You Should NOT Purchase Right Now, Ep #47
How to Counter the Impact of Inflation, Ep #46
My Retirement Blueprint for Your DREAM Retirement, Ep #45
Should You Roll Your 401k Into an IRA? [The Pros and Cons], Ep #44
How Much Money You NEED to Retire, Ep #43
The Basics of Long-Term Care Insurance, Ep #42
Thinking About Investing in Gold? Think Again, Ep #41
3 Steps to Get Back on Track to Retire, Ep #40
Retirement Date Funds [The Good, the Bad, and the Ugly], Ep #39
The 4 Basics to Master for a Successful Retirement, Ep #38
Strategies for a Secure Retirement, Ep #37
Q&A Edition: Where to Start with Retirement Planning, Ep #36
The Importance of Health Savings Accounts (HSAs), Ep #35
Is There a Magic Bullet to Retirement Planning? Ep #34
Men or Women: Who's the Better Investor? [Throwback Edition]
Roth Conversions = Smart Tax Planning, Ep #32
When Should You Claim Your Social Security Benefits? Ep #31
Why You Need a Roth IRA in Your Retirement Portfolio, Ep #30
Why Legacy Planning is So Important, Ep #29
Why Do People Lose Money Investing in the Stock Market? Ep #28
Joe Biden is President-Elect: Now What? Ep #27
The Importance of Planning Ahead for Retirement, Ep #26
How to Create a Budget for Retirement, Ep #25
Why I Love the Retirement Bucket Strategy, Ep #24
Your Retirement Questions: My Answers, Ep #23
The BEST Episode of 2020
The Impact of Increasing Corporate Income Taxes + Taxes on the Wealthy, Ep #21
529 Plans: The Need-to-Know Details, Ep #20
How to Set Goals for The Retirement of Your Dreams, Ep #19
Long-Term Investing + Optimism = A Bright Future, Ep #18
4 Financial Opportunities That Arose from COVID-19, Ep #17
The #1 Key to a Successful Retirement Strategy, Ep #16
The Secret to Becoming a Millionaire Isn't What You Think, Ep #15
You Inherited an IRA: Now What? Ep #14
Estate Planning: The HUGE Mistake that 60% of Americans Make, Ep #13
How the 2020 Presidential Election Could Impact Your Investments, Ep #12
4 Common Reasons People Refuse to Work with a Financial Advisor, Ep #11
Social Security: Changes ARE Coming, Ep #10
5 Questions to Ask a Potential Financial Advisor, Ep #9
The Top 5 Financial Life Lessons I've Learned, Ep #8
The Worst Retirement Plan EVER, Ep #7
The Retirement Story Everyone NEEDS to Hear, Ep #6
YOUR IRA Retirement Questions Answered, Ep #5
Are Women BETTER Investors Than Men?, Ep #4
3 Keys to Investing in Retirement, Ep #3
Why Some Retirees Are Pissed Off With $15 Minimum Wage, Ep #2
Top 5 Retirement Myths, Ep #1