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
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom
Trying to retire before 60? Creating income for yourself can be tough and can cause penalties if you aren't careful... That's where the Rule of 55 can be helpful and a...
Are You Over-Saving For Retirement? Here's How You Could Be Sabotaging Yourself
Is it possible to "over-save" for retirement? I'd argue it is possible and most people don't realize what it's costing them. So, in this episode, I'm sharing how over-...
How To Create Tax-Free Income In Retirement WITHOUT A Roth IRA
Do you really need a Roth IRA in retirement? Personally, I don't think so if you create a good income plan, so in today's episode, I share how a couple with $1.2m can ...
These 5 Tax Mistakes Will Waste Your Retirement Savings
Tax planning might be the most consequential part of your retirement plan... If you plan well, you could save yourself hundreds of thousands of dollars over your lifet...
Retirement Tax Planning: What It Is (Actually) + Why It Matters
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understan...