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
As investors transition into a new phase of their lives, it is critical to recognize and address the five major risks that could impact their financial well-being. Every financial decision should be made through the...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
Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
We were talking about the 60 40 portfolio. If it was dead or not what do you do during the retirement years? How do you make adjustments and changes as the economy continues to shift and change? When we were together...View Episode
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
Hello libel. How you feeling today, sir? I'm doing pretty good. How about you? I'm doing well, and I'm really excited to talk about today's topic because we've talked about it on the edges before. I'll say it that...View Episode
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
So what exactly is happening now in the world of crypto? I've seen some bankruptcies go across and people losing money. Yeah. As Warren Buffet likes to say, and I love quoting this, a rising tide lifts all ships, but...View Episode
S2E11 - The Safest Way to Invest in the Market
There are many ways to participate in the market without having to ride the Wall Street Roller coaster. It is important first to identify what "safe" means to the individual and then create a strategy that allows for...View Episode