Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE!
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2024-04-25
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#095 – Retirement planning chat with a "real" person, Judy Ocaya
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2024-04-18
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#094 – Retirement planner chat, with David and Mary Oransky from Laminar Wealth
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2024-04-11
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#093 – Advisory fees...the good, the bad, the ugly
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2024-04-04
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#092 - Q&A edition...determining state tax residency, tax underpayment penalties and MORE!
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2024-03-28
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#091 – Retirement planning chat with a "real" person, Tom Santi
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2024-03-21
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#090 – Retirement planner chat, with Devin Carroll from Carroll Advisory Group
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2024-03-14
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#089 – Understanding the S&P 500 index and why it's NOT the right benchmark for your portfolio
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2024-03-07
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#088 – Retirement planning considerations for women, with Laura Adams
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2024-02-29
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#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!
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2024-02-22
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#086 – Retirement planning chat with a "real" person, Bill Stevenson
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2024-02-15
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#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning
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2024-02-08
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#084 – Understanding Target Date Retirement Funds
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2024-02-01
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#083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!
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2024-01-25
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#082 – Retirement planning chat with a "real" person, David Folts
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2024-01-18
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#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
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2024-01-11
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#080 – How to lower your taxes in 2024
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2024-01-04
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Retirement Planning Education is coming back!
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2023-12-21
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Retirement Planning Education is going on hiatus
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2023-06-22
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#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
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2023-06-15
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