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
What You Can Do To Avoid The IRA Pro-Rata Rule
Do you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay more in tax that ...
What The Top 1% of Retirees Do Differently From Everyone Else
The top retirees approach retirement completely different from everyone else. They have an abundance mindset and live with intentionally, and that's what I discuss in ...
Why Your Roth Conversion Could Trigger Unexpected Tax Penalties
Roth conversions are a powerful tax planning opportunity for retirees, but the devil is in the details. Missing a couple small things could end up costing you.In this ...
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,...