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
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...
The Widow's Tax Trap: What Is It & How To Avoid It
There is a tax trap waiting on retired couples, but most don't know about it until it's too late. In this episode, I share what the Widow's Tax Trap is and how you can...
8 Important (But Little-Known) Rules To Know Before You Retire
There are so many little details and rules to know about as you head into retirement and today I'm sharing 8 rules that I think everyone should know about before enter...