All Episodes
The Perfect Retirement Plan? — 42 episodes
Is One Phone Call Per Year with Your Financial Advisor Enough?
Stock Market Volatility at 63 - Retirement Plan or Retirement Panic?
Required Minimum Distributions Explained: Taxes, Social Security, IRMAA and more
Too Many Retirement Accounts? Here's What to Do...
What is a Roth Conversion, and Why Would I Do That?
Retirement Withdrawal Strategies that Work
Retirement Income Sequencing Explained: Why Timing (and Coordination) Matters More Than Math
Is the ACA Subsidy Going Away?
How to Retire Without Chasing Hot Stock Trends
How Do I Retire in Oregon Without Losing Sleep? (The Psychology of Retirement Income)
How to Retire Before Medicare Kicks In (Smart pre-65 Retirement Strategies)
How Much Cash Should I Keep in the Bank When I'm Retired (and When is Cash a Liability)?
Before You Buy! The Truth About "Be Your Own Bank" in Retirement
What Do I Do If The Market Crashes When I'm About to Retire?
Should I Rollover from a Roth 401(k) to A Roth IRA When I'm About to Retire?
Medicare IRMAA: Trying to Avoid Surcharges and Reduce Your Taxes in Retirement
The Solo 401(k) - Retirement Planning for the Self-Employed
5 Mistakes to Avoid as You Get Close to Retirement
The Income Replacement Rule May Fail You in Retirement - Here's What Really Matters!
Tariffs, Tumult - and How it May Affect Your Retirement Plan
Know These Social Security Strategies If You're About To Retire
5 Quick Tips to Help Super-Charge Your Retirement Savings BEFORE You Retire!
Do I Really Need a Financial Advisor, or Can I Handle My Retirement Plan Alone?
How Do I Maximize My HSA for Retirement?
Did You Inherit an IRA Recently? Here's How to Reduce Your Tax Bill!
Will I Run Out of Money in Retirement? (And 4 Other Fears That Keep Retirees Up at Night)
Will Medicare Really Cover All My Healthcare Expenses in Retirement?
How Can I Avoid a Tax Bomb in Retirement?
What Should I Do With My Old 401(k) Account?
How Do I Know if I'm Really Ready to Retire? 5 Benchmarks You Shouldn't Ignore!
Should I Cash Out Now and Wait For the Stock Market to Get Better?
Should I retire early, or work a few more years?
Where will my retirement checks come from?
What's the best way to create a personalized retirement strategy?
What's the Best Strategy for Taking Money Out of My Retirement Accounts?
How Should I Adjust My Investment Portfolio as I Approach Retirement?
When is the best time to start Social Security?
Why Retirement Planning is Never "Set It and Forget It"
The Roth Conversion Debate: Is It Worth It?
How Much Money Do I Need to Retire?
Introduction to Financial Planning for People Close to Retirement
Welcome to "The Perfect Retirement Plan?"