All Episodes
Retirement Planning - Money Not Math — 198 episodes · page 1 of 2
The Market Story Nobody’s Talking About Right Now.
Can a couple retire at 55 with $2 million?
Why Markets Keep Moving and Your Mid-Year Cost Reality Check
How to Increase Retirement Income by $1,300 Per Month Without Saving More
Why the Market Feels Uncertain and How to Simplify Your Financial Life
Episode 187: Protecting Your Portfolio in a Changing Market
New Fed Leadership, Mid-Year Financial Check, and a Smarter Way to Stay Engaged in Retirement
Same Inputs. Different Outcomes. Money Not Math Episode 186
Rate hikes are back in the headlines, and inflation continues to raise questions for people nearing retirement.
Retirement Planning: The Gap vs. The Gain and Why So Many People Feel Behind
Should You Do Anything Right Now? | 5 Minute Friday
They Saved $3.5 Million and Still Asked Are We in Trouble? | Money Not Math Ep. 184
🏒 What Playoff Hockey Can Teach Us About Retirement Planning
If Your Finances Feel Heavy, This Might Be Why.
What Happens If Social Security Benefits Are Cut by 25%?
How much do you really need to retire confidently? 🤔
What My 96-Year-Old Grandpa Taught Me About Real Wealth. Money Not Math Episode 179
Investments During a Time of War, Here’s the Perspective You Actually Need
Wealth, Real Estate, and Mailbox Money with Dusten Hendrickson | Money Not Math Episode 177
Happiness, Hockey, and Heartbreak
🦍 What a Gorilla Can Teach You About Retirement Planning
8 Essential Questions to Ask Before You Retire | Money Not Math Episode 174
Milestones That Matter: Key Ages in Your Retirement Journey. Money Not Math 173
What’s my retirement budget? I’m 67 with $870,000 in a 401(k), $120,000 in an IRA, and a $2,200 monthly Social Security check.
What Does Retirement Income Look Like for a Single Person with $500,000 in an IRA + Social Security? | Money Not Math Ep. 170
What Happens to Your Retirement Income When One Spouse Passes Away Early? | Money Not Math Ep. 169
✅ When Does It Make Sense to Say “Yes” to a Roth Conversion? Money Not Math – Episode 168
Roth Conversions: Why They Matter for Your Retirement | Money Not Math 167
Does Long-Term Care Insurance Add Up? What Empty Nesters Need to Know. Money Not Math 166
Do retirees really run out of money? Money Not Math 165
🎙️ What Does Retirement Income with $500,000 in an IRA or 401k + Social Security Look Like? Money Not Math 162
Two Doors. One Choice. Which Will You Pick? Money Not Math 164
🎙️ “$1M and 65 Years Old — Is It Enough to Retire?” Money Not Math Episode 163
How the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025
Why Long-Term Thinking Wins – Money Not Math 160
📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉
Warren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158
🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live
💰 When should you claim Social Security Benefits? 🕒 2.13.15 Retire Confidently Facebook Live
Understanding Tariff Impacts on Your Investments 📈2.6.25 Live Retirement Planning Coffee Talk
Unlock Tax Savings: Top Deductions for Homeowners in Money Not Math Episode #157
Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip
Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk clip
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️
Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk
Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk clip
Retire Early, is this the year you take the leap? 1.2.25 Retirement Planning Coffee Talk clip
Retire Early, is this the year you take the leap? Plus, 6 Market Pros on the Biggest Risks for 2025. 1.2.25 Retirement Planning Coffee Talk
How to Avoid Letting Unforeseen Events (Black Swans) Ruin Your Retirement. Money Not Math 155
Financial advice can add up to 5.1% to portfolio returns over the long term. 11/21/24 Retirement Planning Coffee Talk
How the 2024 Election Could Affect Your Portfolio. 11.7.24 Retirement Planning Coffee Talk
HAPPY HALLOWEEN! Don’t Scare Your Money away by Gambling on the 2024 Election. The Election Is a Coin Flip. 10.31.24 Retirement Planning Coffee Talk.
The True Tax Benefit of IRAs and 401(k)s plus how they stack up against taxable and after-tax accounts. Money Not Math 154.
Why Stocks are Hitting Record Highs, Avoid RMD Shortfalls, and Is Fixing Social Security and Medicare as Dire as it Seems? 6/13/24 Retirement Planning Coffee Talk
The True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk
Dad jokes, the financial media, and the countdown to your retirement. 5/8/24 Retirement Planning Coffee Talk with Ross Welte and Dexter.
Forgive, Be BOLD, and Live! Money Not Math 153 interview with Alison Bernier – Bernier Properties LLC
Thankful for 10 years! My office is moving. FED interest rate decisions. Only 1 in 5 have retirement plans. 5/2/24 Retirement Planning Coffee Talk.
NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable... 4/25/24 Retirement Planning Coffee Talk.
Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning... 4/18/24 Retirement Planning Coffee Talk
“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk
Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost... 3/28/24 Weekly Money Not Math free Coffee Talk.
2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152.
2/21/24 Weekly Money Not Math Coffee Talk
Is Roger Federer the GOAT and What Can His Career Teach Us About Investing? Money Not Math 151
How Small, Consistent Actions Can Pay Off BIG in Finance & Life
Thank you for your time! Money Not Math 150
Want to Lose Your Money? Listen to Millionaires. Money Not Math 149
I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2
Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148
Priorities and timing are everything. Money Not Math 147 with Joe Hedrick - TRF Airport Manager
Will I Ever Be Able to Retire? Money Not Math Client Success Story #1
Tough Times Can Lead to Amazing Opportunities. Money Not Math 146 with John Ensley
What is a Backdoor Roth IRA and how should I set it up? Money Not Math 145
What would a recession mean for stock returns? Money Not Math 144
Which spouse IRA Beneficiary option should you choose? Money Not Math 143
Would raising the full retirement age SAVE Social Security? Money Not Math 142
How to Invest Better and Live Better. Money Not Math 141
Playoff Brackets are Fun. Investing Realities Apply across a Lifetime. Money Not Math 140
When Headlines Worry You, Bank on Investment Principles. Money Not Math 139
What does it feel like to make over 9% annualized return on your money? Money Not Math 138
How Are Our Funds Affected by the Banking Crisis? Money Not Math 137
Want more success investing? Quit trying to make sense of investing. Money Not Math 136
It’s BETTER to PLAN Than Predict! Money Not Math 135
What is Your True Net Worth? Money Not Math 134
You are born based on your circumstances. You die based on your DECISIONS! Money Not Math 133
What is your retirement income strategy? Money Not Math 132
Workplace Retirement Plan, Financial Advisor, or Both? Money Not Math 131
Is your memory your worst enemy? Money Not Math 130
What is the BEST way to Grill Steak? Money Not Math 129
What is the red stuff in steak? Money Not Math 128
Tips for Last-Minute IRA Contributions. Money Not Math 127
Developing a Financial Plan You Can Stick With. Money Not Math 126
Biggest Financial Topics of 2022 and Setting Goals for 2023. Money Not Math 125
Congress wants to change how you save for retirement. Money Not Math 124