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
Every Retirement Plan Has This MAJOR Problem
As you approach retirement, you likely want to have everything planned out perfectly... When you are going to start taking Social Security?When to do Roth conversions?...
5 Hidden Costs That Catch Retirees Off Guard
Do you ever wonder what you might be missing as you plan for retirement? There's so much to think about and plan for that certain things can easily slip through the cr...
The Complete Guide to Backdoor Roth IRA Contributions (And Common Mistakes to Avoid)
The Backdoor Roth might be the greatest tax loophole for high income individuals… But 99% of people have no idea how to do it correctly. So, in this episode, I’m going...
6 Common Tax Mistakes Most Retirees Make (And How to Avoid Them)
Taxes could very easily be your largest expense in retirement. So, having a strategic tax plan might prove to be the most important thing you can do. In this episode, ...
Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) Join me as I share...