All Episodes
The Retirement Income Hour — 281 episodes
5 Areas to Simplify Planning - Avoiding the Tax Trap (August 29, 2026)
Avoiding the Tax Trap - Retirement Danger Zone 2.0 (August 22, 2026)
Retirement Danger Zone 2.0 - The Road Less Taxed (August 15, 2026)
The Road Less Taxed - Portfolio into Paycheck (August 8, 2026)
Top 10 Tax Savings Tips - 5 Ways Taxes can Wreck Your Retirement (August 1, 2026)
Retirement Danger Zone (July 25, 2026)
Beyond the RMD - Don't Let Taxes Retire You (July 18, 2026)
Don't Let Taxes Retire You – Estate Planning Revisited (July 11, 2026)
Efficiency With Investing - Long Term Care (July 4, 2026)
Estate Planning Revisited - Retirement Fear Factor (June 27, 2026)
The Bridge - 5 Ways Taxes Can Wreck Your Retirement (June 20, 2026)
Protect Your Wealth, Protect Your Family (June 13, 2026)
Retirement Fear Factor - Top 10 Tax Savings Tips (June 6, 2026)
Top 10 Tax Tips - Income Over Illusion (May 30, 2026)
5 Ways Taxes Can Wreck Your Retirement - The Road Less Taxed (May 23, 2026)
Income Over Illusion - Long Term Care Product Comparison (May 16, 2026)
Long Term Care Product Comparison - Portfolio into Paycheck (May 9, 2026)
Long Term Care - The Bridge (May 2, 2026)
State of the Market - 5 Ways Taxes Can Wreck Your Retirement (April 25, 2026)
5 Ways Taxes Can Wreck Your Retirement - The Road Less Taxed (April 18, 2026)
The Road Less Taxed - Managing in the Middle (April 11, 2026)
Managing in the Middle - Portfolio into Paycheck (April 4, 2026)
The Bridge to Solving Your Long-Term Care Needs (March 28, 2026)
Swiss Army Knife - The Bridge (March 21, 2026)
The Bridge - Social Security: Bird in the Hand, Two in the Bush (March 14, 2026)
Social Security: Bird in the Hand, Two in the Bush - Long Term Care (March 7, 2026)
Long Term Care - Efficiency with Investing (February 28, 2026)
Protect Your Wealth, Protect Your Family (February 21, 2026)
Managing in the Middle - Life Insurance Update (February 14, 2026)
Efficiency with Investing - Crypto (February 7, 2026)
Crypto - Psychology of Retirement (January 31, 2026)
Psychology of Retirement - How Interest Rates Work (January 24, 2026)
How Interest Rates Work - Is Reallocation Right for You (January 17, 2026)
Is Reallocation Right for You - Portfolio into Paycheck (January 10, 2026)
Estate Planning 2.0 (January 3, 2026)
Portfolio into Paycheck - Life Insurance Upgrade (December 27, 2025)
Life Insurance Upgrade - 4% Cash Flow Rule (December 20, 2025)
4% Cash Flow Rule - Market Corrections (December 13, 2025)
Market Corrections - Annuities 101 (December 6, 2025)
End of Year Tax Savings Tips - Is There a Bubble Forming (November 29, 2025)
Swiss Army Knife - Simplicity on the Other Side of Complexity (November 22, 2025)
Is There a Bubble Forming - Managing in the Middle (November 15, 2025)
Managing in the Middle - Top 10 End of Year Tax Savings Tips (November 8, 2025)
Top 10 End of Year Tax Savings Tips - Estate Planning (November 1, 2025)
Tax Tips - Big Beautiful Bill (October 25, 2025)
Big Beautiful Bill - Long Term Care (October 18, 2025)
Long Term Care - Annuities 101 (October 11, 2025)
Annuities 101 - Avoiding Taxes in Retirement (October 4, 2025)
Avoiding Taxes in Retirement - RMD (September 27, 2025)
RMD - Annuity Check (September 20, 2025)
Annuity Check - Making Money Last (September 13, 2025)
Making Money Last - Bonds Vs. Bond Funds (September 6, 2025)
Bonds vs. Bond Funds - Three Blind Mice (August 30, 2025)
Three Blind Mice - The Big Beautiful Bill (August 23, 2025)
The Big Beautiful Bill - Managing in the Middle (August 16, 2025)
Managing in the Middle - Life Cycle of Money (August 9, 2025)
Big Beautiful Bill (August 2, 2025)
Life Cycle of Money - Jeremy Green (July 26, 2025)
Jeremy Green - Framing the Threat of Long-Term Care (July 19, 2025)
Framing the Threat of Long-Term Care - Swiss Army Knife (July 12, 2025)
Annuity Check - RMD (July 5, 2025)
RMD - Tax Tips (June 28, 2025)
Tax Tips - Life Cycle of Money (June 21, 2025)
Estate Planning 2.0 (June 14, 2025)
Life Cycle of Money - It's All About the Income (June 6, 2025)
It's All About the Income - Estate Planning 101 (May 31, 2025)
Estate Planning 101 - Simplicity on the Other Side of Complexity (May 24, 2025)
Simplicity on the Other Side of Complexity - Managing in the Middle (May 17, 2025)
10 Retirement Blind Spots - Swiss Army Knife (May 10, 2025)
Swiss Army Knife - TR=I+G (May 3, 2025)
TR=I+G - Trump Tariffs Sequel (April 26,2025)
Trump Tariffs Sequel - Trump Tax Tariffs (April 19, 2025)
Trump Tax Tariffs - Tax Tips (April 12,2025)
Tax Tips - How to Avoid a Tax Time Bomb (April 5, 2025)
Simplicity on the Other Side of Complexity - Managing in the Middle (March 29, 2025)
Portfolio into Paycheck - Simplicity on the Other Side of Complexity (March 22, 2025)
Simplicity On the Other Side of Complexity - Income the Right Way (March 15, 2025)
Income the Right Way - Annuities: The Good, the Bad, & the Ugly (March 8, 2025)
Annuities: The Good, the Bad, & the Ugly - RMD (March 1, 2025)
RMD - Life Insurance Upgrade (February 22, 2025)
Life Insurance Upgrade - Power of Balance (February 15, 2025)
Power of Balance - No Compromise Retirement
No Compromise Retirement - Estate Planning 101
Estate Planning 101 - 5 Ways
5 Ways - Tax Free Exchanges: More than One Way to Skin a Cat
Tax Free Exchanges: More Than One Way to Skin a Cat - 4 Main Things to Consider
4 Main Things to Consider - 9 Tips for Creating a Smart Retirement
9 Tips for Creating a Smart Retirement - Upgrades 2.0
Upgrades 2.0 - Annuity Upgrade
Annuity Upgrade- Drue Tranquill
Drue Tranquill-Estate Planning 101
Estate Planning 101-Higgins Outdoors
Higgins Outdoors- Presidential Election and How it Affects your Retirement
Presidential Election and How it Affects your Retirement-Beyond the Brackets
Beyond the Brackets-Structured Notes
Structured Notes-Buttered Sausage
Buttered Sausage-Simplicity On The Other Side Of Complexity
Simplicity On The Other Side Of Complexity-Estate Planning 101
How To Avoid A Tax Time Bomb-Managing In the Middle
Estate Planning 101- Big V
Big V-Creating Your Retirement Recipe
Creating Your Retirement Recipe- How To Find a Financial Advisor
How To Find A Financial Advisor- Tax Man
The Tax Man-City Union Mission
City Union Mission-Understand Risk In Retirement
Understanding Risk In Retirement-The High Cost Of Aging and How to Prepare
The High Cost Of Aging And How To Prepare & Managing For Safety And Income
Managing Safety And Income- How To Retire And Not Be On A Budget
Estate Planning
Presidential Election Upgrade-How Much Money Do You Need To Retire
The Value of a Second Opinion
How Much Do you Need to Retire-Taxes In Retirement
How to avoid a tax time bomb- Managing in the Middle
Structured Notes-RDCA
Taxes in Retirement-The Golden Rule
Who Not Do
The Golden Rule-Us Against The World
Estate Planning
Us Against The World-The One Thing
The One Thing-Evolution of Financial Services
Evolution Of Financial Services-How To Retire And Not Be On A Budget
How To Retire And Not Be On A Budget- State of the Market
Marty Ruby and Tax Efficient Retirement Strategies
State of the Market-How To Avoid A Tax Time Bomb
How to avoid a tax time bomb- Managing in the Middle
Tax Saving Tips-Tax Strategies
Managing in the middle-Do you need a financial advisor
Do You Need A Financial Advisor-Banks...Don't Get Ripped Off
Estate Planning Featuring Phil Anderson
Banks...Don't Get Ripped Off-Don't Be A Gambler
Don't Be A Gambler-Upgrade
Upgrade-RDCA
Reverse Dollar Cost Averaging-Structured Notes
Marty Ruby and Tax Efficient Retirement Strategies
Structured Notes-Estate Planning
Estate Planning-Tax Saving Tips
Tax Tips-Tax Strategies
Tax Strategies-Social Security
Social Security Part 2-Social Security Risks
Marty Ruby and Tax Efficient Retirement Strategies
Charitable Remainder Trusts-City Union Mission
Social Security Risks-Unique Abilities
Unique Abilities-Tax Risks
Income 101
Tax Risks-Charitable Giving Scams
Charitable Giving Scams Featuring City Union Mission
Estate Planning Featuring Phil Anderson
Evolution of Financial Services-The Big V
The Big V-It's All About The Income
It's All About The Income-Banks Don't Get Ripped Off
Tax Efficient Retirement Strategies with Marty Ruby
Banks Don't Get Ripped Off-Tax Tips
Chasing Giants with Don Higgins
Taxes
Estate Planning 101
Tax Saving Tips-Move 401K To IRA
Move 401K to IRA-Bank Failures
Bank Failures-10 Questions
10 Questions-Risks
Risks-Time for an Upgrade
Time for an Upgrade-Tax Risks
Income 101
Taxes
Marty Ruby and Tax Efficient Retirement Strategies
Tax Risks- Charitable Trusts
Charitable Trusts-City Union Mission
Investing Long Term When You're Not Long Term- Move 401K to IRA
Investing in Tulmultous Times-How to Invest in a Recession
Feds Inflating Their Way Out of Debt
Connecting the Dots
Move 401K to IRA-Principal vs Dividends/Interest
Upgrade-Long Term Investing When You're Not Long Term
Investing Long Term When You're Not Long Term- Crossworlds
Feds Inflating their way out of debt
Connecting the Dots
Marty Ruby Radio
Crossworld-Move 401k to IRA
Move 401k to IRA-Banks, Bonds and Insurance Cos
Banks, Bonds and Insurance Cos-A New Era
A New Era-Evolution of Financial Services
Evolution of Financial Services-Investing Long Term When You're Not Long Term
Investing Long Term When You're Not Long Term-All About Income
Social Security-Stress Free Retirement
Questions from the Audience
7 Risks of the Market in 2023
Investing in Tulmultous Times-How to Invest in a Recession
How to Invest in a Recession-What to Expect in 2023
What to Expect in 2023-All About Income
Mark Comfort- Risk
City Union Mission- Risk
Social Security- Required Minimum Distributions
Estate Planning
Parkville Women's Clinic-7 Year End Tax Tips
7 End of Year Tax Tips-Social Security
Stress Free Retirement-Purpose vs Performance
Social Security- Required Minimum Distributions
Estate Planning
Required Minimum Distributions-Fixed Income
Fixed Income-Top 10 Tax Tips
Inflation
Top 10 Tax Tips-Annuities
Annuities-Eggs & Chickens
Eggs & Chickens- Importance of a Fixed Income
Importance of a Fixed Income-Stress Free Retirement
Stress Free Retirement-Purpose vs Performance
End of Life
Purpose vs Performance- What to do with cash
What to Do with Cash-Light at the End of the Tunnel
Light at the End of the Tunnel- Estate Planning
Estate Planning- Inverted Yield Curve
Inverted Yield Curve- The Value of a Second Opinion
The Value of a Second Opinion-10 Tax Saving Tips
RIH 7 - 23 - 22 Audacy
RIH 7 - 16 - 22 Audacy
RIH 7 - 9-22 Audacy
RIH 7 - 2-22 Audacy
RIH 6 - 25 Audacy
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RIH 6 - 4-22
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RIH Falter 4 - 30 - 22 54 30
RIH 4 - 23 - 22 54 50
RIH 4 - 16 - 22 RIH
RIH 4 - 9-22 54 50
RIH 4 - 2-22 54 50
RIH 3 - 26 - 22 Time Mp3
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RIH 2 - 19 - 22 54 50 Rev
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RIH 2 - 5-22 54 50
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RIH - 1 - 8-22 54 50 Final
RIH 1 - 1-22
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RIH - Dec 4 2021 54 50
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RIH 11-13-21 54_50
11-6-21 RIH 54_50 2
RIH 10-30-21 54_50
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RIH 10 - 16 - 21 54 50
RIH 10 - 9-21 54 50 (1)
RIH 10 - 2-21 54 50
RIH Sept 25 2021 54 50
RIH Sept 18 2021 54 50
RIH - 9 - 11 - 21 Time
RIH 9-4-21 54_50 2
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RIH Aug 14 2021 54 - 50
RIH 8 - 7-21 54 50 (1)
RIH REVISED 7 - 31 - 21 54 50
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RIH 7 - 17 - 21 54 50 Revised
RIH July 10 2021 54 50
RIH July 3 2021
RIH - June 26 2021 54 - 50
RIH June 19 2021 54 50
RIH - June 12 2021 54 50
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RIH May 29 2021 54 50
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RIH - May 1 2021 54 50
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RIH April 10 2021 54 50
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