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Episode | Date |
---|---|
Should You Convert to a Roth IRA After 60?
|
Sep 08, 2025 |
Everything You NEED To Know About Your 401(k) on National 401(k) Day!
|
Sep 04, 2025 |
Tax Tips in 10: 401(k) Withdrawal Rules You Need to Know
|
Sep 01, 2025 |
How Much Do You Need to Retire?
|
Aug 28, 2025 |
Tax Tips in 10: RMDs for Inherited IRAs
|
Aug 25, 2025 |
Tax Planning Beyond the Basics
|
Aug 21, 2025 |
Tax Tips in 10: How Does Volatility Impact RMDs
|
Aug 18, 2025 |
When Will I Run Out of Money In Retirement?
|
Aug 14, 2025 |
Tax Tips in 10: Tax Changes from the Big Beautiful Bill Pt. 2
|
Aug 11, 2025 |
DON'T Do these 5 Things Before Retirement
|
Aug 07, 2025 |
Tax Tips in 10: Tax Changes from the Big Beautiful Bill
|
Aug 04, 2025 |
Retiring Early? How to Plan Your Health Insurance Before 65
|
Jul 31, 2025 |
Tax Tips in 10: Funding Your HSA
|
Jul 28, 2025 |
The Impact of the One Big Beautiful Bill on Your Retirement
|
Jul 24, 2025 |
Tax Tips in 10: What is a Step-Up and Step-Down in Basis?
|
Jul 21, 2025 |
What is a Good Monthly Income in Retirement?
|
Jul 17, 2025 |
Tax Tips in 10: What is Modified Adjusted Gross Income? (MAGI)
|
Jul 14, 2025 |
Sample Financial Plan: Financial Planners Review
|
Jul 10, 2025 |
Tax Tips in 10: How Do In-Plan Roth Conversions Work?
|
Jul 07, 2025 |
10 Retirement Income Streams
|
Jul 03, 2025 |
Tax Tips in 10: 5 REASONS to Have a Forward Looking Tax Plan
|
Jun 30, 2025 |
Risk Management: Covering Your Assets, Before It's Too Late!
|
Jun 26, 2025 |
Tax Tips in 10: Changes to Your 401(k) Match
|
Jun 23, 2025 |
The 4 Phases of Retirement
|
Jun 19, 2025 |
Tax Tips in 10: Tax-Loss Harvesting vs Tax-Gain Harvesting
|
Jun 16, 2025 |
7 Tips for High-Net-Worth Individuals
|
Jun 12, 2025 |
Tax Tips in 10: The Future of the SALT Deduction Cap
|
Jun 09, 2025 |
Wills vs. Trusts What's the Difference?
|
Jun 05, 2025 |
Tax Tips in 10: Roth Conversions After Retirement
|
Jun 02, 2025 |
What if the Tax Cuts and Jobs Act Isn't Extended?
|
May 29, 2025 |
Tax Tips in 10: Roth Conversions Before Retirement
|
May 26, 2025 |
Don't Retire Without Doing These 8 Things First
|
May 22, 2025 |
Tax Tips in 10: What Is Provisional Income?
|
May 19, 2025 |
What If I Retire During a Recession?
|
May 15, 2025 |
Tax Tips in 10: Tax Tips for 2025
|
May 12, 2025 |
7 Money Management Tips for Women
|
May 08, 2025 |
Tax Tips in 10: 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)
|
Apr 28, 2025 |
5 Retirement Mistakes to Avoid
|
Apr 23, 2025 |
Tax Tips in 10: How Long Should I Keep My Tax Forms?
|
Apr 21, 2025 |
Consumer Confidence Down with Economic Uncertainty
|
Apr 17, 2025 |
Tax Tips in 10: Estate Tax vs. Inheritance Tax
|
Apr 14, 2025 |
Tariff Talk: What to Watch
|
Apr 10, 2025 |
Tax Tips in 10: What Is Tax Arbitrage?
|
Apr 07, 2025 |
Avoiding Excess IRA Contributions with Ed Slott
|
Apr 03, 2025 |
3 Reasons Roth Conversions Could Work for You
|
Mar 31, 2025 |
Ed Slott's 5 BIG Things to Plan for in 2025
|
Mar 27, 2025 |
Tax Tips in 10: What's Your Required Beginning Date?
|
Mar 24, 2025 |
7 Tips on Saving for Retirement
|
Mar 20, 2025 |
Are You Overpaying Your Taxes?
|
Mar 17, 2025 |
Income Planning for Retirement
|
Mar 13, 2025 |
Tax Tips in 10: Capital Gains Rates in 2025
|
Mar 10, 2025 |
2025 Withdrawal Strategy
|
Mar 06, 2025 |
Tax Tips in 10: Asset Location - The Three Tax Buckets
|
Mar 03, 2025 |
Mary Beth Franklin on the Social Security Fairness Act
|
Feb 27, 2025 |
Tax Tips in 10: Tax Strategies for High Income Earners
|
Feb 24, 2025 |
5 Reasons to Retire
|
Feb 20, 2025 |
Tax Tips in 10: What Is the Social Security Fairness Act?
|
Feb 17, 2025 |
6 Levels of Wealth
|
Feb 13, 2025 |
Tax Tip in 10: Roth Five Year Rule
|
Feb 10, 2025 |
15 Years Before Retirement
|
Feb 06, 2025 |
Tax Tips in 10: 5 Tax Filing Errors to Avoid
|
Feb 03, 2025 |
Maintaining Financial Wellness
|
Jan 30, 2025 |
Tax Tips in 10: 5 Reasons TO Convert to a Roth IRA
|
Jan 27, 2025 |
IRA RMD Requirements
|
Jan 23, 2025 |
Tax Tips in 10: Roth vs. Traditional
|
Jan 20, 2025 |
Generational Wealth Management
|
Jan 16, 2025 |
Tax Tips in 10: 2024 Tax Return Tips
|
Jan 13, 2025 |
5 Types of Financial Plans
|
Jan 09, 2025 |
Tax Tips in 10: 2025 Taxes - What to Watch
|
Jan 06, 2025 |
Annual Wealth Checklist and Key Birthdays
|
Jan 02, 2025 |
7 To-Dos After Selling Your Business
|
Dec 30, 2024 |
2024 Financial Year in Review
|
Dec 26, 2024 |
Tax Credits You Need to Know About
|
Dec 23, 2024 |
What You Need to Know About Tax Deductions
|
Dec 19, 2024 |
5 Planning Opportunities for 2025
|
Dec 16, 2024 |
Navigating Tough Money Conversations with Your Partner
|
Dec 12, 2024 |
What's Going on in the Bond Market?
|
Dec 09, 2024 |
Understanding Target Date Funds
|
Dec 05, 2024 |
How to Budget at Different Stages of Life
|
Dec 02, 2024 |
Charitable Giving in Retirement
|
Nov 28, 2024 |
10 Years Before Retirement - 4 Tasks to Address
|
Nov 25, 2024 |
Tax Tips to Wrap 2024
|
Nov 21, 2024 |
2025 Tax Brackets & Contribution LImits
|
Nov 11, 2024 |
Reviewing 2024 Markets & Looking Toward 2025
|
Nov 07, 2024 |
Savings Goals for Retirement
|
Nov 04, 2024 |
Financial Advisors React to Money Horror Stories
|
Oct 31, 2024 |
Forced into Retirement? Consider These 7 Strategies
|
Oct 28, 2024 |
8 Things NOT to Do Before Making Big Purchases
|
Oct 24, 2024 |
Building a Disaster Preparedness Plan
|
Oct 21, 2024 |
8 Money Problems and How to Address Them
|
Oct 17, 2024 |
Tips to Reach Your First Million
|
Oct 14, 2024 |
The Sandwich Generation
|
Oct 10, 2024 |
Mega Backdoor Roth Strategy
|
Sep 30, 2024 |
Defeating Financial Infidelity
|
Sep 26, 2024 |
Taxes on My Investments
|
Sep 23, 2024 |
What Should I Do with My 401(k) If I...?
|
Sep 19, 2024 |
5 Habits Keeping You from Reaching Financial Goals
|
Sep 16, 2024 |
5 Years Before Retirement
|
Sep 12, 2024 |
Inherited IRAs and the SECURE Act
|
Sep 09, 2024 |
Making the Most of Catch-Up Contributions
|
Sep 05, 2024 |
Life Experiences Beyond Work
|
Sep 02, 2024 |
The Great Wealth Transfer Is Upon Us
|
Aug 29, 2024 |
Taxes on Gambling Winnings
|
Aug 26, 2024 |
7 Money Lessons I Wish I Learned Sooner
|
Aug 22, 2024 |
7 Money Milestones to Celebrate
|
Aug 19, 2024 |
Market Corrections Are Healthy!
|
Aug 15, 2024 |
Retire Early: What's it Take?
|
Aug 12, 2024 |
401(k) Savings Are on the Rise
|
Aug 08, 2024 |
Understanding Reverse Mortgages with Don Graves
|
Aug 01, 2024 |
How Americans Feel About Money
|
Jul 29, 2024 |
The Junk Drawer Approach to Financial Planning
|
Jul 25, 2024 |
How Much Cash Reserves Should You Have?
|
Jul 22, 2024 |
Americans Need a Budget
|
Jul 18, 2024 |
5 Signs You're Saving Too Much for Retirement
|
Jul 15, 2024 |
7 Money Management Tips to Consider
|
Jul 11, 2024 |
How Real People Become Millionaires
|
Jul 01, 2024 |
5 Wealth-Building Challenges
|
Jun 27, 2024 |
What Is Market Risk?
|
Jun 17, 2024 |
Don't Fight the Fed, Understand the Fed!
|
Jun 13, 2024 |
Ed Slott's 5 New Important Things to Plan For
|
Jun 10, 2024 |
The Retirement Savings Time Bomb Ticks Louder with Ed Slott
|
Jun 06, 2024 |
Taxes and Penalties on Roth Accounts
|
Jun 03, 2024 |
Defining Short, Mid, and Long-Term Financial Goals
|
May 30, 2024 |
6 Wealth Destroying Factors
|
May 27, 2024 |
5 Reasons NOT to Convert to a Roth IRA
|
May 23, 2024 |
4 Retirement Risks Out of Your Control
|
May 20, 2024 |
6 Retirement Withdrawal Mistakes to Avoid
|
May 16, 2024 |
Busting Retirement Planning Myths
|
May 13, 2024 |
Are You Overspending or Underspending?
|
May 09, 2024 |
Retirement Planning in Your 60s
|
May 06, 2024 |
Retirement Planning in Your 50s
|
May 02, 2024 |
Retirement Planning in Your 40s
|
Apr 29, 2024 |
Retirement Planning in Your 30s
|
Apr 25, 2024 |
Following the Fed with Andrew Opdyke
|
Apr 22, 2024 |
Financial Checklist Following the Death of a Spouse
|
Apr 18, 2024 |
How Do I Pay Less Taxes?
|
Apr 15, 2024 |
6 Habits of Self-Made Millionaires
|
Apr 11, 2024 |
7 Benefits of a Roth IRA
|
Apr 08, 2024 |
Assessing Your Financial Literacy
|
Apr 04, 2024 |
Transitioning to Retirement with These 5 Steps
|
Apr 01, 2024 |
Setting up Your Portfolio for Retirement
|
Mar 28, 2024 |
Roth Conversion Questions from the Internet
|
Mar 25, 2024 |
Skills to Expect from a Financial Advisor
|
Mar 21, 2024 |
Is Inflation Still Cooling?
|
Mar 18, 2024 |
IRA Rollover Mistakes to Avoid
|
Mar 14, 2024 |
What Is the Meaning of Wealth Management?
|
Mar 11, 2024 |
Bad Retirement Habits to Avoid
|
Mar 07, 2024 |
Understanding Retirement Asset Allocation
|
Mar 04, 2024 |
Should I Get Out of Debt Before I Retire?
|
Feb 29, 2024 |
Taxes on Retirement Income
|
Feb 26, 2024 |
Where Should I Save My Money?
|
Feb 22, 2024 |
What Should I Invest My Money In?
|
Feb 19, 2024 |
5 Common Risks in Retirement
|
Feb 15, 2024 |
Active Versus Passive Management
|
Feb 12, 2024 |
Health Care Costs During Retirement
|
Feb 08, 2024 |
Good Fear vs. Bad Fear
|
Feb 05, 2024 |
7 Overlooked Budget Items in Retirement
|
Feb 01, 2024 |
Can I Beat the Market?
|
Jan 29, 2024 |
5 Money Mistakes to Avoid in Retirement
|
Jan 25, 2024 |
7 Retirement Strategies to Retire Successfully
|
Jan 22, 2024 |
Examining Municipal Bonds in 2024
|
Jan 18, 2024 |
Top 5 Financial Planning Considerations
|
Jan 15, 2024 |
RMD Strategies for Before & After Retirement
|
Jan 11, 2024 |
Maximizing In-Plan Roth Conversions for 401(k) Plans
|
Jan 08, 2024 |
Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024
|
Jan 04, 2024 |
Financial Planning Lessons from 2023
|
Jan 01, 2024 |
5 Factors More Important Than Rate of Return
|
Dec 28, 2023 |
Why When You Retire Matters
|
Dec 25, 2023 |
5 Retirement Planning Tasks for a Better 2024
|
Dec 21, 2023 |
Reviewing Rebalancing Strategies
|
Dec 18, 2023 |
Reviewing Your Retirement Checklist
|
Dec 14, 2023 |
Safe Withdrawal Rates for Retirement
|
Dec 11, 2023 |
5 Long-Term Strategies for a Better Retirement
|
Dec 07, 2023 |
Stress Testing Your Financial Plan
|
Dec 04, 2023 |
5 Common Misconceptions About Retirement
|
Nov 30, 2023 |
7 Wealth Protection Tactics
|
Nov 20, 2023 |
Planning for Uncertainty
|
Nov 16, 2023 |
Where Should I Be Saving for Retirement?
|
Nov 13, 2023 |
Financial Stress: How Do You Deal with It?
|
Nov 09, 2023 |
4 Big Tax Mistakes Retirees Need to Avoid
|
Nov 06, 2023 |
5 Questions About Long-Term Care Insurance
|
Nov 02, 2023 |
When Is It Time to Retire?
|
Oct 30, 2023 |
7 Financial Planning Opportunities You Don't Want to Miss
|
Oct 26, 2023 |
Most Retirees Aren't Doing These 4 Things (That They Should Be)
|
Oct 23, 2023 |
5 Key Estate Planning Items to Address
|
Oct 19, 2023 |
Disinflation vs Deflation: What Are the Key Differences?
|
Oct 16, 2023 |
7 Reasons People Run Out of Retirement Money
|
Oct 12, 2023 |
Why Are Americans Unretiring?
|
Oct 09, 2023 |
What Millionaires Do in Times of Economic Uncertainty
|
Oct 05, 2023 |
5 Tax Secrets Retirees Should Know
|
Oct 02, 2023 |
How to Build Generational Wealth
|
Sep 28, 2023 |
What Is a QCD? Qualified Charitable Distribution
|
Sep 25, 2023 |
Busting Retirement Rules of Thumb
|
Sep 21, 2023 |
Retirement Savings By Age
|
Sep 18, 2023 |
Financial Planning in Your 30s & 40s
|
Sep 14, 2023 |
How Does a Roth IRA Grow?
|
Sep 11, 2023 |
Kick Off Retirement Right!
|
Sep 06, 2023 |
How Do Capital Gains Taxes Work?
|
Sep 04, 2023 |
Don't Retire Without Doing These 8 Things
|
Aug 31, 2023 |
Richcession or Recession – Where Are We Headed?
|
Aug 28, 2023 |
Rightsizing vs Downsizing: What's the Difference?
|
Aug 24, 2023 |
5 Strategies to Reduce RMDs
|
Aug 21, 2023 |
Life Insurance in Retirement: Do I Still Need It?
|
Aug 17, 2023 |
National Financial Awareness Day
|
Aug 14, 2023 |
Pension Plans: Defined Benefit vs. Defined Contribution
|
Aug 10, 2023 |
What Is Longevity Risk and How Do You Plan for It
|
Aug 07, 2023 |
Retirement Planning for the Self-Employed & Small Business Owners
|
Aug 03, 2023 |
Rules for Inherited IRA Distrbutions
|
Jul 31, 2023 |
Unexpected Expenses and How to Plan for Them
|
Jul 27, 2023 |
7 Ways to Build the Best Retirement Plan
|
Jul 24, 2023 |
Considerations for Retiring Before 62 & 65
|
Jul 20, 2023 |
Retirement Cash Flow: What You Need to Know
|
Jul 17, 2023 |
Outdated Retirement Planning Strategies
|
Jul 13, 2023 |
What Is Financial Wellbeing?
|
Jul 10, 2023 |
5 Big Things that Have Happened in 2023 So Far
|
Jul 06, 2023 |
Can You Save too Much for Retirement?
|
Jul 03, 2023 |
Rebalancing Your Portfolio: Looking at a Midyear Rebalance
|
Jun 29, 2023 |
Retirement Lifestyle: What's Right for You?
|
Jun 26, 2023 |
Federal Reserve Pauses Interest Rate Hikes: What's Next?
|
Jun 22, 2023 |
6 Things the Wealth Do with Their Money (That Most People Don't)
|
Jun 19, 2023 |
How to Spend When You First Retire
|
Jun 15, 2023 |
Must-Knows for Couples Retirement Planning
|
Jun 12, 2023 |
What DIYers Overlook in Retirement Planning
|
Jun 08, 2023 |
Early Withdrawal Penalty: Avoiding the 10% Penalty
|
Jun 05, 2023 |
What to Know About CDs, Bonds, and Treasuries
|
Jun 01, 2023 |
Pros & Cons of Converting to a Roth IRA
|
May 29, 2023 |
How Much Do People Actually Spend in Retirement?
|
May 25, 2023 |
Asset Allocation vs. Tax Allocation
|
May 22, 2023 |
Why the 5 Years Before Retirement Are So Important
|
May 18, 2023 |
5 Reasons to Retire
|
May 15, 2023 |
Retiring with Debt: What's OK?
|
May 11, 2023 |
What Is Wealth? 4 Types of Wealth
|
May 08, 2023 |
Time Is Your Scarcest Resource in Retirement
|
May 04, 2023 |
Roth Conversion Rules
|
May 01, 2023 |
Meet Modern Wealth Management
|
Apr 27, 2023 |
2023 Taxes: Time to Start Planning
|
Apr 24, 2023 |
Is Inflation Slowing?
|
Apr 20, 2023 |
Retirement Age: It's Just a Number
|
Apr 11, 2023 |
Retirement Withdrawal Strategy: You Need a Plan
|
Apr 06, 2023 |
Things Retirees Should Stop Doing
|
Apr 03, 2023 |
The Effect of Rising Interest Rates on the Economy
|
Mar 30, 2023 |
RMD Age in 2023: What's Your Required Beginning Date?
|
Mar 27, 2023 |
Lost Decades in the Stock Market
|
Mar 23, 2023 |
401(k) in Retirement: Managing Your Biggest Asset
|
Mar 16, 2023 |
What Is Tax Planning?
|
Mar 09, 2023 |
Want to Retire in 10 Years? Here's What You Need to Know
|
Mar 02, 2023 |
IRAs Are Bad for Wealth Transfer
|
Feb 23, 2023 |
7 Reasons Why Retirement Planning Is Important
|
Feb 16, 2023 |
Preparing for Retirement: How to Win the Big Game
|
Feb 09, 2023 |
Are Retirement Benefits Taxable?
|
Feb 02, 2023 |
What Is Financial Planning?
|
Jan 26, 2023 |
Retirement Income During a Recession
|
Jan 19, 2023 |
5 Financial Updates for 2023
|
Jan 12, 2023 |
Congress Passes New Retirement Rules
|
Jan 05, 2023 |
4 Things We Learned in 2022
|
Dec 29, 2022 |
Recession Fears Remain High for the Holidays
|
Dec 22, 2022 |
Retirement Plan Updates for 2023
|
Dec 15, 2022 |
8 Tips on Saving for Retirement
|
Dec 08, 2022 |
5 Retirement Mistakes to Avoid
|
Dec 01, 2022 |
4 Ways Retirees Can Give Back
|
Nov 23, 2022 |
Dead Cat Bounces
|
Nov 17, 2022 |
More Interest Rate Hikes on the Way?
|
Nov 10, 2022 |
Inherited IRA Rules
|
Nov 03, 2022 |
8 Challenges in Retirement
|
Oct 27, 2022 |
Financial Planning Month
|
Oct 06, 2022 |
Beware of the BEAR
|
Sep 28, 2022 |
How to Plan for Inflation
|
Sep 22, 2022 |
Creating a Game Plan for Retirement
|
Sep 15, 2022 |
8 Ways to Combat Financial Uncertainty
|
Sep 08, 2022 |
9 Items Retirement Calculators Miss (That Our Tool Doesn't)
|
Sep 01, 2022 |
5 Types of Financial Plans
|
Aug 25, 2022 |
The Great Recession's History Remains Relevant
|
Aug 18, 2022 |
Special Guest: Steven Jarvis, CPA
|
Aug 11, 2022 |
The Retirement Timeline
|
Jul 14, 2022 |
8 Ways to Prepare for a Recession
|
Jul 07, 2022 |
Achieving Financial Freedom
|
Jun 30, 2022 |
Rising Interest Rates and Your Retirement
|
Jun 23, 2022 |
Bear Market Is Here, Is There More to Come?
|
Jun 16, 2022 |
Finding Financial Clarity in Uncertain Times
|
Jun 09, 2022 |
A Recent History of Bear Markets
|
May 31, 2022 |
The Impact of SECURE Act 2.0
|
May 26, 2022 |
Are We in a Housing Bubble?
|
May 19, 2022 |
The Inflation Rate and the Fed
|
May 12, 2022 |
Interest Rates and Bond Prices
|
May 05, 2022 |
Today's Global Economic Outlook
|
Apr 21, 2022 |
5 Tax Planning Examples
|
Apr 14, 2022 |
What Is Going On in the Bond Market?
|
Apr 07, 2022 |
The True Meaning of Tax Planning
|
Mar 31, 2022 |
The Impact of Rising Interest Rates
|
Mar 22, 2022 |
Dot-Com Bubble History Remains Relevant
|
Mar 09, 2022 |
Economic Impact of March Market Madness
|
Mar 03, 2022 |
Managing Your Market Risk
|
Feb 24, 2022 |
When Will the Fed Say, "Take a Hike?"
|
Feb 17, 2022 |
10 Ways to Fight Inflation
|
Feb 10, 2022 |
Setting Retirement Savings Goals
|
Feb 03, 2022 |
Market Volatility: Short-Term or Here to Stay?
|
Jan 27, 2022 |
Understanding US Inflation
|
Jan 20, 2022 |
What Is The Guided Retirement System?
|
Jan 13, 2022 |
Counting Our Financial Business Blessings
|
Nov 23, 2021 |
Making the Most of Market Opportunities
|
Nov 18, 2021 |