All Episodes ∨
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
What is the 4% Rule? A: It seems like even the people who seem to think that they know what the 4% rule is, and once they start talking, you kind of realize that everyone has a different impression of what the 4% rule...View Episode
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
Q: What type of financial advisor have you found to be the most helpful for those on the verge of retirement? (2:11) A: This is a little bit of a trick question of, you know, when we're thinking about financial...View Episode
S2E6 - Investing for Retirement
Q: Is there such a thing as "winning" when it comes to investing? (1:58) Q: What should we be thinking about when it comes to investing for retirement right now? (3:20) Q: Can you talk about what people mean when we...View Episode
S2E5 - What is the "market?"
Q: What is the "market?" (1:30) A: Generally speaking, when we talk about the market in general terms, we're talking about the stock exchange and the ability to buy and sell pieces of a company or pieces of a loan to...View Episode
S2E4 - How to Ethically Pay Zero Taxes in Retirement
Q: How can retirees make the most of their money WITHOUT paying too much in taxes? (1:48) Q: So the tax codes are actually written in favor of his citizens? (3:54) Q: Where do we, how do we start making our money more...View Episode
S2E3 - Retirement Income Plan
Q: What do I need to know in order to retire? (1:48) A: There are a lot of things that you need to know as we go into retirement. Unfortunately, there really isn't a handbook out there. HR doesn't give you your gold...View Episode
S2E2: Retiring in a Recession - What You Need to Know
Why is Wall Street saying one thing and the White House another? How does any of it relate to your retirement portfolio? Are we in a recession? What do you need to know!View Episode
S2E1: How Do I Take Over My Retirement Account? (401k, 403b, etc..)
What should you do with the 401k, when you're ready to retire? Which forms do I need to fill out in order to do a "rollover?" When should you start planning your rollover? What should you do with the 401k, when you're...View Episode
19 - Elder Abuse & Scams
Elder abuse is a serious issue and one that often goes undetected. In this episode, we take a look at some of the most common types of elder abuse, as well as some of the scams that are frequently used to target seniors.View Episode
18 - Economic Cycles
How does the economic cycle impact the markets and my retirement? Is the country entering a recession? If so, how should I prepare?View Episode
17 - How to Pay Less in Taxes
Is the US tax system fair? How can you reduce your tax bill today and in the future? How to use the tax system as a treasure map.View Episode
16 - Don't have enough to retire?
What if you don't have enough to retire? How can you make up the gap and shortfall? What resource can you tap into?View Episode