All Episodes
Retirement Planning - Redefined — 96 episodes
What Is The Mega Backdoor Roth?
Replay: Should You Gift Money While You’re Alive or Leave A Legacy?
What Is A Backdoor Roth IRA?
2026 Money Updates You Can’t Ignore
Common Retirement Myths And Why They’re Dangerous
What Is Net Unrealized Appreciation (NUA)?
2025 Year In Review: What Actually Mattered for Your Money
Big Beautiful Bill Myths Debunked
What The “Big Beautiful Bill” Means For Your Retirement Plan
The 5 Must-Do’s In Year One of Retirement
IRMAA: The Hidden Medicare Penalty You Might Be Paying
Understanding Estate Planning: Trust Mistakes And Issues (Part 4)
Understanding Estate Planning: Trust Types with Bill McQueen (Part 3)
Understanding Estate Planning: Wills and Probate with Nicole Cleland (Part 2)
Understanding Estate Planning: The Fundamentals with Nicole Cleland (Part 1)
The 4 Things You Can Control in Retirement
Should You Gift Money While You’re Alive or Leave A Legacy?
Talking To Your Spouse About Market Crash Fears
What Should You Actually Do When the Market Drops?
Inside the Advisor’s Office: What People Are Actually Concerned About
April Fool’s: Beliefs That Fool Retirement Savers The Most
Social Security Claiming Tips for Diverse Family Situations
New Year, New Me: How To Change Your Money Attitude In 2025
For Couples, Retirement Planning Is A Team Sport
The Magic 8 Ball’s Guide to Retirement Planning
Combatting Popular Excuses For Poor Financial Decision-Making
Take the Fork: Yogi’s Wisdom on Making Financial Choices
Retirement Questions The Baby Boomer Generation Is Asking
Don't Make These Income Planning Mistakes
Money Mistakes You'll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples
Mastering Retirement Cash Flow: Understanding Income
Mastering Retirement Cash Flow (Part 2): Understanding Changing Expenses
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
Ep 60: Top Social Security Myths, Part 2
Ep 59: Top Social Security Myths, Part 1
Ep 58: Fore Your Retirement: What Golf Teaches Us About Financial Planning
Ep 57: Retirement Expenses For Which You Forgot To Plan
Ep 56: Four Ways The SECURE Act 2.0 Might Impact You
Ep 55: How Bonds Work: What Retirees Need To Know
Ep 54: Warning Signs: How To Spot Problems In Your Financial Life
Ep 53: Getting It Right: Irreversible Financial Decisions
Ep 52: Retirement Planning From A Psychologist’s Point Of View
Ep 51: Financial Planning Considerations When You’re In Between Jobs
Ep 50: Can You Get An A+ On Our Retirement Planning Quiz?
Ep 49: What To Do As You Count Down The Days To Retirement
Ep 48: Secret To Retirement Success: Get Out Of Your Own Way
Ep 47: Understanding Financial Jargon: Investment Terms You Should Know
Ep 46: The Most Important Birthdays In Retirement Planning
Ep 45: Planning For Things We Can’t Predict
Ep 44: Do You Have A Money Bias? And How Much Is It Costing You?
Ep 43 : Don’t Fumble Your Retirement In The Financial Red Zone
Ep 42: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Ep 41: Opportunities For Retirement’s Late Bloomers
Ep 40: Quit Cutting Corners In Your Financial Plan
Ep 39: Is Your Retirement Plan Out Of Tune?
Ep 38: Financial Mistakes Couples Make
Ep 37: Things That Don‘t Matter Till They Do
Ep 36: 5 Things About Decumulation
Ep 35: Not Your Father’s Retirement
Ep 34: Learning Through Uncommon Sense
Ep 33: Fact Or Fiction
Ep 32: Are You Flirtin' With Financial Disaster?
Ep 31: Where Crisis & Opportunity Meet
Ep 30: This Is Why You Never Assume
Ep 29: Understanding Annuities - Fixed Index
Ep 28: Understanding Annuities - Variable and Fixed
Ep 27: Understanding Annuities - The Basics
Ep 26: How To Process A Rollover
Ep 25: Is A Rollover Right For You?
Ep 24: Importance Of Risk Management & Asset Protection
Ep 23 : Should You Be Thinking About Refinancing?
Ep 22: Case Study- Implementing Roth Conversions
Ep 21 : Roth Conversions
Ep 20: Peeling Back The Curtain
Ep 19: Market Downturns And Recoveries
Ep 18: Investing In Down Markets
Ep 17: Planning Through Volatile Markets
Ep 16: CARES Act
Ep 15: Roth IRA 101
Ep 14: Traditional IRA 101
Ep 13: Secure Act Changes - Stretch IRA
Ep 12: Secure Act Changes - RMD
Ep 11: Social Security, Part 5
Ep 10: Social Security, Part 4
Ep 9: Social Security, Part 3
Ep 8: Social Security, Part 2
Ep 7: Social Security, Part 1
Ep 6: The Challenges Of No More Paychecks, Part 3
Ep 5: The Challenges Of No More Paychecks, Part 2
Ep 4: The Challenges Of No More Paychecks, Part 1
Ep 3: Why The Role Of Your Financial Advisor Isn't What It Used To Be
Ep 2: How The Financial Industry Has Changed In The Last Decade
Ep 1: Getting To Know Your Hosts: John Teixeira and Nick McDevitt
Welcome To Retirement Planning Redefined