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Episode | Date |
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Six Things You May be Missing in Your Retirement That Can Cost You Big, Ep 197
|
Oct 15, 2025 |
Retirement Questions You Didn’t Know You Should Be Asking, Ep 196
|
Sep 30, 2025 |
Do you need Life Insurance in Retirement?, Ep 195
|
Sep 15, 2025 |
Why You May Not Retire on Time, Ep 194
|
Aug 29, 2025 |
Don’t Ignore These Dangers to Your Retirement, Ep 193
|
Aug 15, 2025 |
Sinking Funds and Target Date Funds: What You Should Know, Ep 192
|
Jul 31, 2025 |
Think You’re Ready to Retire? 10 Overlooked Signs You’re Not, Ep 191
|
Jul 15, 2025 |
The Social Security Surprises That Could Cost You Thousands, Ep 190
|
Jun 30, 2025 |
What That New Tax Bill Really Means for Your Retirement, Ep 189
|
Jun 15, 2025 |
The Overlooked Truths About Your Retirement Paycheck, Ep 188
|
May 30, 2025 |
Why Some Retirement Products Can Trap Your Savings (and What to Watch For), Ep 187
|
May 15, 2025 |
How Real People Nail Retirement, Ep 186
|
Apr 30, 2025 |
The Questions Your Future Self Wishes You’d Asked Before Retiring, Ep 185
|
Apr 20, 2025 |
The Ins & Outs of Roth Conversions, Ep 184
|
Apr 01, 2025 |
Why Your Retirement Savings Feels Unstable (And What to Do About It), Ep 183
|
Mar 16, 2025 |
The Retirement Blind Spot: What Most People Overlook Before Leaving Work, Ep 182
|
Feb 28, 2025 |
Retirement Pitfalls: Costly Money Moves You Don’t See Coming, Ep 181
|
Feb 16, 2025 |
Retirement Withdrawals: How to Make Your Money Last, Ep 180
|
Jan 31, 2025 |
Listener Questions: Tips for a Smarter Retirement, Ep #179
|
Jan 16, 2025 |
Reflecting on 3 Lessons I Learned from Clients in 2024, Ep #178
|
Dec 30, 2024 |
Important Year-End Tax Planning, Ep #177
|
Dec 15, 2024 |
The Changes Coming to IRAs and 401Ks in 2025, Ep #176
|
Nov 30, 2024 |
Addressing Social Security’s Cost-of-Living Adjustment for 2025, Ep #175
|
Nov 15, 2024 |
Calculating How Much You’ll Spend in Retirement, Ep #174
|
Nov 01, 2024 |
How Do You Tackle Healthcare Planning in Retirement? Ep #173
|
Oct 15, 2024 |
Listener Questions: Surviving Retirement Edition, Ep #172
|
Sep 30, 2024 |
Listener Questions: Roth Conversions, Early Withdrawal Penalties, and Capital Gains, Ep #171
|
Sep 16, 2024 |
The Truths About Social Security Part II, Ep #170
|
Aug 31, 2024 |
The Truths About Social Security Part I, Ep #169
|
Aug 16, 2024 |
5 Retirement Lessons for 2024, Ep #168
|
Jul 31, 2024 |
401K Loans: The Pros and Cons, Ep #167
|
Jul 22, 2024 |
Listener Questions: Clearing Up Confusing Retirement Topics, Ep #166
|
Jun 30, 2024 |
Can You Retire at 60 with $1 Million Saved? Ep #165
|
Jun 18, 2024 |
7 Steps to Retirement Security, Ep #164
|
May 20, 2024 |
Avoid These 7 Retirement Mistakes (Or You’ll Regret it Forever), Ep #163
|
Apr 30, 2024 |
Greatest Hits: Retirement Made Easy’s 5 Most Downloaded Episodes, Ep #162
|
Apr 16, 2024 |
How Election Years Impact the Stock Market, Ep #161
|
Mar 31, 2024 |
Best Listener Questions of 2023, Ep #160
|
Mar 17, 2024 |
Social Security Claiming Strategies, Ep #159
|
Feb 29, 2024 |
A Little-Known Social Security Strategy, Ep #158
|
Feb 15, 2024 |
10 Retirement Planning Mistakes You Shouldn’t Make, Ep #157
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Jan 31, 2024 |
The Need-to-Know Basics of Required Minimum Distributions, Ep #156
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Jan 17, 2024 |
Listener Questions: Taxes, Pensions, and Beneficiary IRAs, Ep #155
|
Dec 31, 2023 |
Listener Questions: 5 Ways to Prepare for Retirement, Ep #154
|
Dec 15, 2023 |
Are We Heading into a Recession in 2024? Ep #153
|
Nov 30, 2023 |
The Importance of Developing a Retirement Blueprint with Your Spouse, Ep #152
|
Nov 15, 2023 |
Questioning the “What Ifs” Might Save Your Retirement, Ep #151
|
Oct 31, 2023 |
What Social Security Isn’t Telling You, Ep #150
|
Oct 19, 2023 |
Listener Questions: General “Rules”, Ep #149
|
Sep 28, 2023 |
Beneficiary Planning: Important Questions to Consider, Ep #148
|
Sep 05, 2023 |
Medicare Planning 101, Ep #147
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Aug 25, 2023 |
How Saving for Retirement May Change in 2024, Ep #146
|
Aug 05, 2023 |
The Level of Detail Required in a Great Retirement Plan, Ep #145
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Jul 20, 2023 |
Listener Questions: Rapidfire Edition, Ep #144
|
Jun 30, 2023 |
The Basics of Managing Your Retirement Income, Ep #143
|
Jun 22, 2023 |
Don’t Let Your Emotions Derail Your Retirement, Ep #142
|
May 26, 2023 |
The Ins and Outs of 401k Plans: Part I, Ep #141
|
May 11, 2023 |
Where Tax Planning Fits in Retirement Planning, Ep #140
|
Apr 25, 2023 |
Listener Questions: Rapidfire Edition, Ep #139
|
Apr 07, 2023 |
Understanding the Proposed Social Security Expansion Act, Ep #138
|
Mar 20, 2023 |
How Does Retirement Income Work? Ep #137
|
Mar 05, 2023 |
Listener Q&A: Social Security Spousal Benefits, Ep #136
|
Feb 20, 2023 |
The 2023 Market Outlook, Ep #135
|
Feb 02, 2023 |
6 Client Success Stories from 2022, Ep #134
|
Jan 26, 2023 |
Retirement Replay: IRA Mistakes that Will Cost You, Ep #133
|
Jan 19, 2023 |
9 Ways the SECURE Act 2.0 Will Impact Retirees, Ep #132
|
Jan 12, 2023 |
Listener Questions: From Fiduciaries to Capital Gains Taxes, Ep #131
|
Jan 05, 2023 |
The 5 Most Downloaded Episodes of 2022, Ep #130
|
Dec 29, 2022 |
The Tax Implications of Gift-Getting and Gift-Giving, Ep #129
|
Dec 22, 2022 |
Why Your Retirement Portfolio Must Always Evolve, Ep #128
|
Dec 15, 2022 |
The 3 Topics Listeners are Asking About, Ep #127
|
Dec 08, 2022 |
Is Semi-Retirement Right For You? Ep #126
|
Dec 01, 2022 |
End-of-Year Tax Planning Strategies, Ep #125
|
Nov 24, 2022 |
Ideas to Catch Up Saving for Retirement, Ep #124
|
Nov 17, 2022 |
Listener Questions: From 401ks to Social Security Benefits for Divorcees, Ep #123
|
Nov 10, 2022 |
Evidence that Bonds Aren’t Always a Safe Investment, Ep #122
|
Nov 03, 2022 |
How Rising Interest Rates Will Impact Your Retirement, Ep #121
|
Oct 27, 2022 |
Listener Questions: Investment Edition, Ep #120
|
Oct 20, 2022 |
The Key to Goals-Based Retirement Planning, Ep #119
|
Oct 13, 2022 |
3 Types of Accounts You Want to Have to Save for Retirement, Ep #118
|
Oct 06, 2022 |
3 Themes that Emerged from my FREE Retirement Coaching Calls, Ep #117
|
Sep 29, 2022 |
How to Boost Your Emergency Fund in a High Interest Rate Environment, Ep #116
|
Sep 22, 2022 |
The Basics of Charitable Giving + College Savings Plans, Ep #115
|
Sep 15, 2022 |
3 Factors that Influence How To Invest Your Money in Retirement, Ep #114
|
Sep 08, 2022 |
The Investment Options in a Thrift Savings Plan (TSP), Ep #113
|
Sep 01, 2022 |
Listener Q&A Replay, Ep #112
|
Aug 25, 2022 |
Listener Questions: A Roundup of Some Favorites, Ep #111
|
Aug 18, 2022 |
The Great 8 IRA Mistakes that WILL Cost You Money, Ep #110
|
Aug 11, 2022 |
The Listener Question I’ve Never Been Asked, Ep #109
|
Aug 04, 2022 |
Two Things You Should NEVER Do, Ep #108
|
Jul 29, 2022 |
6 Reasons Why People are Scared to Retire in 2022, Ep #107
|
Jul 21, 2022 |
The Risk of Investing in Bonds, Ep #106
|
Jul 14, 2022 |
The Retirement Made Easy 2022 Midyear Market Update, Ep #105
|
Jul 07, 2022 |
How High Inflation Impacts the Future of Social Security, Ep #104
|
Jun 30, 2022 |
How to Avoid these HUGE Retirement Mistakes, Ep #103
|
Jun 23, 2022 |
What You Should Expect from Your Financial Advisor, Ep #102
|
Jun 16, 2022 |
Focus on the Things You CAN Control in Your Retirement, Ep #101
|
Jun 09, 2022 |
The Top 5 Listener Questions of 2022, Ep #100
|
Jun 02, 2022 |
The Two Types of People Who Fail at Retirement, Ep #99
|
May 26, 2022 |
5 Issues to Consider Before You Retire, Ep #98
|
May 19, 2022 |
Retirement Replay: A Hypothetical Tale of a Retired Couple, Ep #97
|
May 12, 2022 |
What Month Should You Retire? Ep #96
|
May 05, 2022 |
How to Achieve Your Goal of Retiring at Age 70, Ep #95
|
Apr 28, 2022 |
3 Listener Questions that I CAN’T Answer, Ep #94
|
Apr 21, 2022 |
The Importance of Roth Conversions, Ep #93
|
Apr 14, 2022 |
Answering Popular Listener Questions, Ep #92
|
Apr 07, 2022 |
Two Ways to Counter the Impacts of Inflation, Ep #91
|
Mar 31, 2022 |
Why a Pre-Retirement Assessment is Imperative to Retirement Success, Ep #90
|
Mar 24, 2022 |
The Basics of Long-Term Care Insurance, Ep #89
|
Mar 17, 2022 |
Investing is NOT the Same as Gambling, Ep #88
|
Mar 10, 2022 |
How to Navigate the Volatile Market, Ep #87
|
Mar 03, 2022 |
What Rate of Return do You Need on Your Investments? Ep #86
|
Feb 24, 2022 |
How to Maximize Your Social Security Benefits, Ep #85
|
Feb 17, 2022 |
Reach Your Goals with these Two Simple Strategies, Ep #84
|
Feb 10, 2022 |
The Facts about Part-Time Income in Retirement, Ep #83
|
Feb 03, 2022 |
Why Gold is STILL an Inferior Investment Choice, Ep #82
|
Jan 27, 2022 |
Retirement Parachute: How to Plan for Market Crashes, Ep #81
|
Jan 20, 2022 |
What is the payoff of working with a financial advisor - Vanguard study, Ep #80
|
Jan 13, 2022 |
Retirement Replay: How Much Money Do You NEED To Retire, Ep #79
|
Jan 05, 2022 |
Listener Questions For December, Ep #78
|
Dec 30, 2021 |
Best Listener Questions of The Week, Ep #77
|
Dec 23, 2021 |
Rapid Fire Listener Questions, Ep #76
|
Dec 16, 2021 |
Changes to 401Ks & Medicare in 2022, Ep #75
|
Dec 09, 2021 |
Will You Be Forced to Buy Long-Term Care Insurance?, Ep #74
|
Dec 02, 2021 |
7 Questions People Over 60 Ask About Retirement, Ep #73
|
Nov 25, 2021 |
Retirement Replay: The Bucket Strategy, Ep #72
|
Nov 18, 2021 |
6 Questions You NEED to Answer Before Retiring, Ep #71
|
Nov 11, 2021 |
Beware Who You Get Investment Advice From, Ep #70
|
Nov 04, 2021 |
What Social Security’s Cost of Living Increase in 2022 Means for You, Ep #69
|
Oct 28, 2021 |
Two Crucial Retirement Mistakes to Avoid, Ep #68
|
Oct 21, 2021 |
Q&A Episode: Estate Planning, Advisor Fees, and Fixed-Risk Annuities, Ep #67
|
Oct 14, 2021 |
Q&A Episode: 401Ks, IRAs, and Early Retirement, Ep #66
|
Oct 07, 2021 |
Reasons NOT to Invest (And Why You Should Anyways) Ep #65
|
Sep 30, 2021 |
Retirement Planning Begins with a Dream, Ep #64
|
Sep 23, 2021 |
These Two Investment Strategies Are a Recipe for Failure, Ep #63
|
Sep 16, 2021 |
The Need-to-Know Details About Roth IRAs and 401ks, Ep #62
|
Sep 09, 2021 |
Retirement Replay: 5 Questions to Ask a Potential Financial Advisor, Ep #61
|
Sep 02, 2021 |
Fiduciaries, Compensation, and Fatal Mistakes, Ep #60
|
Aug 26, 2021 |
Cost-of-Living Increases = The Silent Killer of Retirement, Ep #59
|
Aug 19, 2021 |
Details on Medicare Enrollment + The American Families Plan, Ep #58
|
Aug 12, 2021 |
How to Navigate a Market Crash in Retirement, Ep #57
|
Aug 05, 2021 |
The Basics of Health Insurance in Retirement, Ep #56
|
Jul 29, 2021 |
Is Now a Good Time to Retire? Ep #55
|
Jul 22, 2021 |
When Should You Claim Your Social Security Benefits Early? Ep #54
|
Jul 15, 2021 |
The Best—and Worst—States to Retire To, Ep #53
|
Jul 08, 2021 |
The One-Year Anniversary Special: The Best Questions of 2021, Ep #52
|
Jul 01, 2021 |
The Biggest Investment Mistake People Make (and What to Do Instead), Ep #51
|
Jun 24, 2021 |
Your Ticket to Finding Unclaimed Wealth, Ep #50
|
Jun 17, 2021 |
Top Strategies to Lower Your Taxes in Retirement, Ep #49
|
Jun 10, 2021 |
The Top 5 Lessons We Can Learn from Dave Ramsey, Ep #48
|
Jun 03, 2021 |
The Two Things You Should NOT Purchase Right Now, Ep #47
|
May 27, 2021 |
How to Counter the Impact of Inflation, Ep #46
|
May 20, 2021 |
My Retirement Blueprint for Your DREAM Retirement, Ep #45
|
May 13, 2021 |
Should You Roll Your 401k Into an IRA? [The Pros and Cons], Ep #44
|
May 06, 2021 |
How Much Money You NEED to Retire, Ep #43
|
Apr 29, 2021 |
The Basics of Long-Term Care Insurance, Ep #42
|
Apr 22, 2021 |
Thinking About Investing in Gold? Think Again, Ep #41
|
Apr 15, 2021 |
3 Steps to Get Back on Track to Retire, Ep #40
|
Apr 08, 2021 |
Retirement Date Funds [The Good, the Bad, and the Ugly], Ep #39
|
Apr 01, 2021 |
The 4 Basics to Master for a Successful Retirement, Ep #38
|
Mar 25, 2021 |
Strategies for a Secure Retirement, Ep #37
|
Mar 18, 2021 |
Q&A Edition: Where to Start with Retirement Planning, Ep #36
|
Mar 11, 2021 |
The Importance of Health Savings Accounts (HSAs), Ep #35
|
Mar 04, 2021 |
Is There a Magic Bullet to Retirement Planning? Ep #34
|
Feb 25, 2021 |
Men or Women: Who’s the Better Investor? [Throwback Edition]
|
Feb 18, 2021 |
Roth Conversions = Smart Tax Planning, Ep #32
|
Feb 11, 2021 |
When Should You Claim Your Social Security Benefits? Ep #31
|
Feb 04, 2021 |
Why You Need a Roth IRA in Your Retirement Portfolio, Ep #30
|
Jan 28, 2021 |
Why Legacy Planning is So Important, Ep #29
|
Jan 21, 2021 |
Why Do People Lose Money Investing in the Stock Market? Ep #28
|
Jan 14, 2021 |
Joe Biden is President-Elect: Now What? Ep #27
|
Jan 07, 2021 |
The Importance of Planning Ahead for Retirement, Ep #26
|
Dec 31, 2020 |
How to Create a Budget for Retirement, Ep #25
|
Dec 24, 2020 |
Why I Love the Retirement Bucket Strategy, Ep #24
|
Dec 17, 2020 |
Your Retirement Questions: My Answers, Ep #23
|
Dec 10, 2020 |
The BEST Episode of 2020
|
Dec 03, 2020 |
The Impact of Increasing Corporate Income Taxes + Taxes on the Wealthy, Ep #21
|
Nov 26, 2020 |
529 Plans: The Need-to-Know Details, Ep #20
|
Nov 19, 2020 |
How to Set Goals for The Retirement of Your Dreams, Ep #19
|
Nov 12, 2020 |
Long-Term Investing + Optimism = A Bright Future, Ep #18
|
Nov 05, 2020 |
4 Financial Opportunities That Arose from COVID-19, Ep #17
|
Oct 29, 2020 |
The #1 Key to a Successful Retirement Strategy, Ep #16
|
Oct 22, 2020 |
The Secret to Becoming a Millionaire Isn’t What You Think, Ep #15
|
Oct 15, 2020 |
You Inherited an IRA: Now What? Ep #14
|
Oct 08, 2020 |
Estate Planning: The HUGE Mistake that 60% of Americans Make, Ep #13
|
Oct 01, 2020 |
How the 2020 Presidential Election Could Impact Your Investments, Ep #12
|
Sep 24, 2020 |
4 Common Reasons People Refuse to Work with a Financial Advisor, Ep #11
|
Sep 17, 2020 |
Social Security: Changes ARE Coming, Ep #10
|
Sep 10, 2020 |
5 Questions to Ask a Potential Financial Advisor, Ep #9
|
Sep 03, 2020 |
The Top 5 Financial Life Lessons I’ve Learned, Ep #8
|
Aug 27, 2020 |
The Worst Retirement Plan EVER, Ep #7
|
Aug 20, 2020 |
The Retirement Story Everyone NEEDS to Hear, Ep #6
|
Aug 13, 2020 |
YOUR IRA Retirement Questions Answered, Ep #5
|
Aug 06, 2020 |
Are Women BETTER Investors Than Men?, Ep #4
|
Jul 20, 2020 |
3 Keys to Investing in Retirement, Ep #3
|
Jul 13, 2020 |
Why Some Retirees Are Pissed Off With $15 Minimum Wage, Ep #2
|
Jul 06, 2020 |
Top 5 Retirement Myths, Ep #1
|
Jul 01, 2020 |