Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!
Latest Episodes
10 Retirement Hacks That Will Save You Money
There are a few simple ways to save money in retirement and keep more of your hard earned money in your pocket. In this episode, I share 10 hacks that will help you sa...
Recession-Proof Your Portfolio By Doing THIS
What if the market tanks right after you retire? It's important to be prepared and have a plan in place for the 'what-ifs' that could happen. In this weeks Friday Q&A,...
Why You Should STOP Doing Roth Conversions
Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and your future tax r...
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.I share a few things to consider as yo...
This is the BEST Way To Do Roth Conversions
What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?In this episode, I share how you can use a charitable...