How To Protect Against Market Volatility
What's Up With The Volatility? The big question on everyone's mind today is what's up with the volatility, will it get worse? Are we nearing a turning point...how much longer can it all continue? Here are my quick...View Episode
Silicon Valley Bank and Your Retirement Accounts
What happened with Silicon Valley Bank and Signature Bank, and what does it mean for our retirement? What happened with Silicon Valley Bank? Silicon Valley Bank, a niche bank that focuses on the tech sector and funds...View Episode
How to Not Run Out of Money in Retirement
One of the big questions we all have in retirement is, do we have enough money to retire? And how do we ensure that it lasts? Join us as we walk through how to answer these important questions in this week's episode...View Episode
More In The Bank or Bigger Social Security Check?
More In The Bank or Bigger Social Security Check? When planning for retirement, one of the biggest concerns is having enough money to support oneself during the golden years. People often wonder whether it's better to...View Episode
File Early or File Late - The "Big" Social Security Question
Should you delay filing for Social Security or claim early, discover the surprising answer that trips most retirees up and can get you up to 175% more in benefits. Can You Really Increase Your Social Security Benefits...View Episode
Mortgages and Retirement...Should You Pay It Off Early?
Are you a homeowner who's ever wondered if you should be putting extra money toward paying down your mortgage? Well, you're in luck because, in this article, we're diving into the world of mortgages. As a homeowner,...View Episode
5 Easy Ways to Save On Taxes in Retirement
Nobody likes to pay taxes, least of all the wealthy. Today we're going to talk about five ways you can save on your tax bill and keep more of your hard earned money. Why do the 1% pay the least in taxes? The tax code...View Episode
Secure 2.0 Changes The Math for Roth Conversions
Secure 2.0 Act made massive changes to retirement planning. Today we're going to explore its impact on Roth conversions and tax planning in retirement. Secure 2.0 Act Recap The Secure 2.0 Act brings about several...View Episode
Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
In today's episode, we dive into the newly passed Secure 2.0 Act and its impact on retirement calculations, from changes to contribution limits, RMDs, and new rules for 401k. This legislation has the potential to...View Episode
How to Avoid a Roth Conversion Disaster!
Today we're going to talk about the biggest mistakes people make with Roth conversions and how to avoid them. We're also going to talk about how Aunt Irma and Uncle Ronald, r m d, and our good old friend, uncle Sam,...View Episode
The 5 Major Risks in Retirement
there are. Five major risks that I see a or for retirees. It's for everyone in general, but it's specifically once we, as we're transitioning into retirement and you need to start thinking about this, within a few...View Episode
End of Year Tax Saving Tips
Tips on how we can take advantage of our losses in the market: So end of the year and end of the year is a great time to start looking at your taxes because you got, you have an idea of how much income you're gonna...View Episode