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For Your Retirement
21 minutes | Oct 20, 2021
What To Know When Retiring Early
In addition to all the "normal" retirement planning considerations, there are several areas that require special attention when retiring early (mainly before 65, but really any time before 70).
11 minutes | Oct 6, 2021
IRAs vs. 401ks
There are many similarities between these two accounts, which makes the differences that much more important. Learn some of these differences which can help you make the best decision for you.
17 minutes | Sep 22, 2021
Proposed Tax Changes
I go through some of the highlights of the latest tax proposals in Congress.
14 minutes | Sep 8, 2021
Self-Employed Retirement Plans
This "flowchart" style episode will help you determine which retirement plan is right for you, and why a Solo-401k provides a lot of benefits to high-income self-employed individuals without employees.
31 minutes | Aug 25, 2021
Life, Disability and Long Term Care Insurances
Today, Max Raimer joins the conversation about what types of insurances you should be looking at.
16 minutes | Aug 11, 2021
Permanent Life Insurance
Today we dive into permanent life insurance and what consumers should be aware of before purchasing.
12 minutes | Jul 28, 2021
Inflation has had its share of headlines recently, but listen in to hear why inflation should always be top of mind for long-term investors.
28 minutes | Jul 14, 2021
2021 Tax Planning
Join me as we dive into tax planning suggestions for 2021.
18 minutes | Jun 30, 2021
Today we discuss investment fees. Some may surprise you!
22 minutes | Jun 16, 2021
Taxes will be the largest expense in retirement for many of you. Today we dive into the reason why Roth Conversions are a powerful tool to lower your lifetime taxes.
29 minutes | Jun 2, 2021
Danny Reedy joins us today to discuss mortgages. We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face. Danny Reedy's Website
27 minutes | May 19, 2021
Special guest Kevin Permison joins us to talk about commercial insurance and how it is different from personal insurance. Kevin's Contact Info
33 minutes | May 5, 2021
Home and Auto Insurance
Listen in to my conversation with Dan Francis about home, auto and liability insurance, including common mistakes and what specifically retirees should be thinking about. Reach Dan at firstname.lastname@example.org or 410-513-8356.
21 minutes | Apr 21, 2021
This week we discuss the past, present and future of social security.
25 minutes | Apr 7, 2021
Estate Attorney Q&A
Estate Attorney Matt Penater joins us for a conversation around estate planning. The Penater Law Firm
15 minutes | Mar 24, 2021
IRA Mistakes To Avoid
IRA's are becoming more and more common and unfortunately some of the mistakes are irreversible. It's important to know the common mistakes and how to avoid them.
20 minutes | Mar 10, 2021
Financial writer Allan Roth likes to say that "investing is simple, but not easy", and I couldn’t agree more. In this episode, we dive into why investments are extremely important, but not as important as people think.
18 minutes | Feb 24, 2021
Solopreneurs, this one is for you! More and more people are becoming solopreneurs now, so listen in to learn the potential benefits of a Solo 401k! The Surprising Benefits of Working Longer
16 minutes | Feb 10, 2021
Redistributing Retirement - Part 2
What if you could "pull" forward some of the things you are looking forward to about retirement? In Part 2, we discuss some financial planning implications of redistributing retirement.
19 minutes | Jan 27, 2021
Redistributing Retirement - Part 1
What if you could "pull" forward some of the things you are looking forward to about retirement? In Part 1, we discuss what it means to redistribute retirement and some ways to do it. Bucket List Worksheet Parable of the Mexican Fisherman 8,000 Days Article Redistribute Retirement Article
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