All Episodes
Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning — 271 episodes
Can I Retire at 62 with $400,000?!?
How to Pay $0 in Taxes During Retirement
Retiring at 60…Here’s What It Really Takes
55 With $150K… Are You Closer to Retirement Than You Think?
How to Retire at 60 With ONLY $200K (Is It Possible?)
53 With $1.1M Saved… Am I Ready to Retire?
I’m 45 With $150K Saved… Am I On Track for Retirement?
The 3 Numbers That Decide If You Can Retire
$175K at 62 — Is Retirement Even Possible?
Can I Retire at 63 with $350,000 Saved For Retirement?!?
The 5-Minute Retirement Plan (From $250K to $1 Million)
How Much Do You Really Need to Retire at 62?
$375K Saved for Retirement — Is It Enough to Quit Working?
Should You Retire at 60?!?
How Much Retirement Income Can $1 Million Really Generate?
Understanding Health Care In Retirement: A Complete Guide
Can I Retire at 60 or Should I Wait Until 62?
What is the Average Social Security Check By State?!?
3 Surprising Reasons to Claim Social Security at 62 (Most Retirees Miss #2)
Social Security Crisis: What Happens If the Money Runs Out?
You Should Claim Social Security at 62!
How Much Do I Need Saved For 5k Monthly Retirement Income?!?
Retirement Income From $500k: How Much Can You Really Get Each Month?
I'm 61 with 150k Saved For Retirement, When Can I Retire?!?
The Hidden Retirement Cost Nobody Warns You About: IRMAA Exposed
How Much Monthly Income Can $250,000 Really Provide in Retirement?
Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend
Retire at 65: How Much Money Do You REALLY Need?
How Can I Retire at 60 with $200,000 Saved For Retirement?!?
Can I Retire Comfortably at 61 with Just $375K
Think $500K Is Enough to Retire? Watch This!
$200K Saved at 46 & 43: When Can You Retire?
How Much Income Will $4.5 Million Give You in Retirement?
Retire on Dividends: Is It Really Possible?
How Long Will $1 Million Last in Retirement?
Retire at 55 with these 2 Retirement Strategies
How Can I Retire with 100k Saved For Retirement?
Can I Retire at 67 with $280,000: Is It Enough
61 with $375K Saved: When Can They Retire?
Don’t Retire Until You’ve Answered THESE 3 Questions
Retiring at 60: The Hidden Cost of Inflation
Can I Retire at 55 with $2 Million? Let’s Find Out…
How Much Income Will $500K Actually Give You in Retirement?
Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?
$900K Retirement Plan at 60: Stock Market Analysis
Can I Retire at 55 with $1,000,000: Is it ENOUGH?!?
Retirement Planning at 65: The Truth About Healthcare Costs
This $400K Roth Strategy at 55 Might Change Your Retirement
How Much Do You Need To Invest To Retire Early?
The Best Age to Claim Social Security (Avoid This Common Mistake!)
You DON'T Need $1 Million to Retire (Here's Why)
Retiring at 60 with $450K—What If Social Security Goes Bankrupt?
56 With 130k Saved For Retirement: When Can I Retire?!?
I Have Nothing Saved for Retirement – What Should I Do?
Can I Retire at 60 with 225k in Retirement Savings!
🚨 Don't let this EXPENSE ruin your RETIREMENT! 🚨
Can I Retire at 60 With A Low Income?!?
Can I Retire at 62 with $100,000 (Mayyyybe?!?)
Can I Retire at 60 with $200,000 (Is it possible)?!?
Retire at 55 with $1,000,000 in Retirement Savings | Early Retirement Plan
Can I Retire at 57 with 800k, Where Do I Take My Retirement Income From?!?
Can I Retire at 60 with $480,000 in Retirement Savings
Should You Draw Your IRA to DELAY Social Security?
How Much Retirement Income Does $250,000 Generate In Retirement?!?
How Much Do You Need To Retire at 55?!?
Retire at 60 with $400,000? Where to take income from first?
Retire at 55, 60, or 65 with $800,000?
Retire at 55 in 2025!!
I'm getting a divorce, can I stay retired?
Can I Retire at 60 with 800k? (Spend more money!)
Retire with LESS than 100k (You Can DO IT)
What are the RULES for Inherited IRAs? (New & Updated)
Should I Use My Investments OR Social Security FIRST For Retirement Income?
Can I Retire If Social Security Goes Bankrupt?!?
I Need 45k in Retirement Income, How Much Do I Need Saved?
Retire at 55 with 401k or IRA (NO 10% PENALTY!)
You Can't Retire!
2 Strategies to retire with $1,000,000 in Retirement Savings
Retire at 55 with $1 Million? When to Claim Social Security Benefits
The -20% Roth IRA Conversion Mistake To Avoid!
What Is The Averaging Spending In Retirement
Social Security Is RUNNING Out of Money! What to do NOW to Prepare!!
Should You Draw Your 401k to DELAY Social Security?
3 Important Considerations BEFORE You Retire
How to Retire with $100,000! 🙌
4 Easy Steps to Start Planning For Retirement
You'll NEVER Be Able to Retire!
Retirement Income Strategy with $1.3 Million in Retirement Savings
I'm 55 with $150,000 Saved for Retirement, WILL I EVER RETIRE?
Can I Retire at 58 with $2,000,000 || Better Be Careful!
Retirement Income Strategy at 55 with $1,600,000 In Retirement Savings
3 Specific Strategies to Generate Retirement Income
Retire at 60 with $225,000 in Retirement Savings? || Can I Retire?
Are You Saving TOO MUCH for Retirement? STOP!
I'm 50 with $250,000 Saved For Retirement, When Can I Retire?
Can I Retire at 55 with $1,000,000 in Retirement Investments?
Retire at 55 with $1,000,000 (No 10% PENALTY)!!
How Much Money Do I Need to Retire? | Calculate Your Retirement Savings Need
STOP! Don't Fall for These 5 Social Security Myths (Retire Richer)
Can I Retire at 55 with $400,000 in Retirement Savings?!?
Why Women Must Boost Their Retirement Savings Now!
You Can't Retire (Unless You Watch This Video!)
Retire With $6,000/month in Retirement Income || How Much Do I Need Saved?
Can I Retire at 55 with $1,000,000 in Retirement Savings
STOP Saving For Retirement & Spend More Money NOW!!
Retire Early at 52 with $1,900,000
Can I Retire at 55 with $650,000 in Retirement Savings?!?
The 4% Rule is DEAD! (Do This Instead For Retirement Income)
Can I Retire at 55 with $600,000 In Retirement Savings??!! (WATCH OUT!!)
Collect Your Social Security Benefits EARLY!! || DO IT!
How To Invest In Your 30's
Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings
Can I Retire at 55 with $1,400,000? | Ultimate Retirement Planning Guide for Financial Freedom
Retirement Strategy At 50 with $500,000 Saved For Retirement
5 Steps to take BEFORE You Retire!! (Simple steps to take today)
Can I Retire at 55 with $1,000,000 (Detailed Financial Plan)
Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income)
Should I Convert My 401k To A Roth IRA?
Can I Retire at 55 with $1,000,000 (401k & Cash)?
Can I Retire at 60 with $500,000 In Retirement Savings
How Much Do I Need To Retire at 60?
I'm 55 with $150,000 Saved For Retirement, When Can I Retire?
Can I Retire at 55 with $1.6 Million?
Working While Receiving Social Security Benefits (Understand These Rules)
Taxes in Retirement: What You NEED To Know
How Much Will My Taxes Be In Retirement (Real Example)
3 Steps Today If You Are Retiring Soon
Hidden RISKS Of Early Retirement || Be CAREFUL! 🚨
5 COSTLY Required Minimum Distribution Mistakes To Avoid!
STOP Saving For Retirement, Spend More MONEY Now!
Can I Retire at 60 With $250,000 Saved For Retirement?
Retirement Income Strategy at 59 with 1.5 Million in Retirement Savings
Can I Retire at 61 with $1,400,000 || Losing A Spouse & Investment Risk
My Spouse is MUCH younger, when should I claim Social Security Benefits?
How Much You ACTUALLY Need To Retire || New Data
Can I Retire? 🌴 A Comprehensive Guide to Retirement Income Strategies
How Much Money You Need To Save By EVERY AGE! 🎯📈
Can I Retire at 61 with 550k after being LAID OFF?!?
Retire at 55 with $1,000,000 in Retirement Savings || Maybe NOT! 🚨🚨🚨
Can I Retire at 53 with $900,000 after being LAID OFF 😢 || BE CAREFUL
🚀 How Much Money Do You Need to Retire? NEW DATA! 🎯
🌟 Retirement Planning at 50 || Are You Ready to Retire? 🌟
🚨 Beware of the TWO Roth IRA 5-Year Rules! 🚨
Can I Retire at 60 with $500,000 & Claim Social Security Benefits Early?
🎉 Can I Retire at 55? The complete guide to early retirement 🎉
Retire Early Using A Roth IRA || Roth Conversion Ladder
Retiring Soon? || Do this NOW!
Retire at this AGE with $500,000 in Retirement Savings (Sooner Than You Think!)
I'm 52 with $250,000 saved for retirement, WHEN can I RETIRE?
How Much Should I Save For Retirement? || Is 15% Enough?
Have You Saved Enough For Retirement?
How To Retire Early || Simple steps you can take today!
Can I Retire at 62 with $150,000 Saved For Retirement || Married & Single Scenarios
Should I Claim Social Security Benefits at 62?
Top 5 (Financial) Retirement Regrets And How You Can Avoid Them
Can I Retire at 55 with $1,700,000 in Retirement Savings? Hint: Maybe NOT!
Can I Retire with $1,000,000 in Retirement Savings?
How Much Money Does It Take To Retire? || Retirement Planning
How does early retirement affect Social Security?
How Much Retirement Income Will $600,000 in Retirement Savings Generate?
Can YOU Retire with $500,000 or less saved for Retirement? Can it be done?!?
Retire Early at 50 or before 59.5 || Retirement Strategy Using 72T
Protect Your Retirement Savings Now! Stock Market Crash Or Recession
How To Protect Your Retirement Savings In A Stock Market Crash Or Recession
Can I Retire at 60 with $500,000 Saved For Retirement
Retire Early With $6,000/month in Retirement Income, How Much Do I Need Saved?
Retirement Planning in your 50s || A Guide to Retirement Planning at 50
Can I Retire at 55 with $1,000,000 Saved For Retirement?
Can I Retire at 53 with $900,000 in Retirement Savings & Retirement Investing Accounts?
Can I Retire at 60 with $700,000 During A Recession & Stock Market Crash?!?
Can I Retire at 60 with $1,500,000 in Retirement Savings
The WORST Investment for your 401k or IRA (Don't Invest in this!)
Can I Retire at 60 with $1,400,000 in Retirement Savings? || Retirement Planning
How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈
Roth IRA vs 401k, Which is BETTER for Retirement Savings? (Yes, there is a winner!)
Can I Retire at 51 with $809,000 in Retirement Savings?
BEST Roth IRA Conversion Strategy for Retirement Planning
This Will RUIN Your Retirement || Don't make this Retirement Mistake!
How To Retire at 55 with a 72T
Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles
Can I Retire at 58 with $1,500,000 in Retirement Savings?
Avoid Penalties on EARLY IRA Distributions
Retire Early at 55 with $2,000,000 in Retirement Savings
Should I Rollover My 401k to IRA 🤔
Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement
3 HUGE Roth IRA MISTAKES That Can Cost You Thousands!
Retiring In 2 Years or Less? Listen To This Now!
Retire at 55 🙌 || How Much You Need To Retire Early at 55!
Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 !
RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early
Retirement Planning During A Recession 🐻 : What You Need To Do😎!
Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce
Retirement Planning During A Recession 🤯
Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings
3 Ways To Increase 📊 Your Retirement Income
You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older
How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌
Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸
Is Social Security Going To Run Out Of Money 💰
2 Strategies for Creating Retirement Income 💸
Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈
How To Protect Your 401k When The Stock Market Is Crashing 🤯
Can I Retire at 67 with $380,000 💸 in Retirement Investments & Savings?
How To Retire Early: The One Investment You Need To Retire Early
What is the best age to collect Social Security? 🧐 Retirement Income Strategy for Claiming Social Security Benefits 💸
Retirement Income Strategy for 56 Year Old with $1,800,000 💸 & Wanting To Start A Small Business 🏢
How Long Will $1,000,000💰Last In Retirement? 🤔
Retiring in 5 Years or less? 🤔 Listen to this now!
Retirement Income Strategy for 52 Year 👴 With $750,000 in Retirement Assets & Retirement Savings 💰
How Much Will I Pay For Healthcare In Retirement?👩⚕️
Can I Retire at 55? How Much Do I Need To Save To Retire at 55?
How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing
Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50.
Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?
You Will NEVER Retire.
Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions
3 Benefits of a Roth IRA Conversion
How Do I Convert My IRA to a Roth IRA
Should I Convert My IRA to a Roth IRA?
What is the MAXIMUM Social Security Check You Could Receive?
How is Social Security Taxed || How Much of Your Social Security Income is Taxable
IRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022
How To Eliminate or Reduce Taxes on Social Security
401k Contribution Limits for 2022
Average Retirement Income by Age & Ways to Increase Your Retirement Income
Numbers YOU Need To Know BEFORE Retirement || Retirement Income Planning
5 Important Considerations BEFORE You Retire
How To Take Early 401k Withdrawal Without Penalty
Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning
How To Calculate 2022 Social Security COLA Increase
Should I File For Social Security at 62?
Is Social Security Running Out Of Money?
What is the Average Income in Retirement in 2021?
First Habits Win with special guest Mike Miller
Is Social Security Running Out Of Money?
4 Social Security Myths You Shouldn't Believe In Retirement || Social Security Explained
How To Fix Social Security
Self Employed? You Should Be Using The Solo 401(k).
Real Estate in 2021 with Special Guest Maurice Waring
Train Your Money
6 Myths About Your Money In Retirement
4 Steps to Take When The Stock Market Is Going Down
You Can't Rely Only On Social Security in Retirement!
3 Things to NOT do with your Retirement Income
3 Investing Myths that are costing YOU money 💵
How to (Re) Build Your Finances in 2021
How To Make Money in The Stock Market
How to Protect Your Money From Healthcare Expenses
5 Tips For Managing Your 401(k), IRA, or Roth
How To Start Your Retirement Income
Find Money 💵 in Your Home 🏚
3 Biggest Investing Mistakes || Don't do this!
2 Money Steps For Recent Graduates
Is Your Retirement On Track?
Hey Millennials! Learn from your parents investing decisions.
How to Build & Keep Wealth
Taxes Involved when Investing in Cryptocurrency
How do 529 College Savings Plan Work?
6 Retirement Mistakes to Avoid
Should I Sell My Stock At A Loss-3 Must Have Considerations
3 Factors Affecting Your Retirement Today, Tomorrow, & Forever
How To Start Planning For Retirement || 3 Easy Steps
How Smart People Spend Free Money
Help! I got a letter from the IRS.
5 Questions to Ask Your Financial Advisor
Risk Investors Don't Realize Part 3
Risk Investors Don't Realize Part 2
Risk Investors Don't Realize Part 1
Bad Money Assumptions
Why is Money Important to you?