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
Roth Conversions Just Got More Complicated (OBBBA Update)
The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those wh...
Can Capital Gains Push Me Into a Higher Tax Bracket?
The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income ...
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 ...