All Episodes
Displaying 21 - 40 of 137 in total
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,...
Why You Should STOP Doing Roth Conversions
Roth conversions might be causing you to pay more in taxes compared to simply not doing any Roth conversions. In this episode, I explain how RMDs and your future tax r...
Planning for Travel Expenses in Retirement? Ask Yourself These Questions
Trying to figure out how to plan for travel expenses in retirement? That's the question that I address on this week's Friday Q&A.I share a few things to consider as yo...
This is the BEST Way To Do Roth Conversions
What if you could do a Roth conversion completely tax-free? Would you even believe me if I said this was possible?In this episode, I share how you can use a charitable...
How To Plan For Long-Term Care in Retirement
Long-term care planning is difficult to figure out. There is no "right" way to do it because some prefer to self insure while others prefer to purchase insurance. In t...
Stock Market Crash? Take Advantage of These 3 Opportunities
The stock market might be taking a hit, but that doesn't mean there aren't opportunities out there. In fact, it's times like these the top 1% make the smartest moves.I...
How To Invest AFTER You Retire
You've been investing throughout your entire career and trying to grow your portfolio so you are ready for retirement. But what happens to your investments when get to...
DO THIS To Spend Confidently in Retirement
The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement might be the hardest t...
Sequence of Returns Risk: Should You Retire During a Recession?
What happens if the market goes down dramatically right when I retire? That's a big question on most retirees & pre-retirees minds, so in this episode, I walk through ...
Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doing Roth conversion...
6 Financial Goals to Reach By Age 60
If you can have these 6 things figured out by the time you are 60, your retirement will be that much more successful and enjoyable.👉 Book a call with me: https://www.r...
How To Avoid The RMD Tax Trap
If you aren't paying attention, a huge tax bomb could arise later in retirement. This tax bomb comes in the form of RMDs... But finding ways to minimize your RMDs will...
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, ...