All Episodes
Displaying 61 - 90 of 114 in total
3 Investment Principles to Live By
Investing can be hard, but it doesn't have to be... What if I said simple is better, and you don't need a crazy strategy to be a successful investor? We all have our o...
The Power of a One-Page Plan
Does retirement scare you or give you anxiety? Do you feel like there is too much to know? Well, you're not alone. Almost everyone I talk to who is trying to retire fe...
Important Numbers to Know in 2024
2024 is right around the corner and there are important changes that you need to know about!In this episode, we are covering:IRA contribution limit increases401k contr...
Donor Advised Funds - How & When To Use Them
I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:What they areHow they workWhy y...
How to Retire in 2024 - 5 Steps To Take Now
Are you hoping to retire in 2024? Curious if you are on the right track or if you have everything done to make retirement a reality? In this episode, I am sharing 5 st...
The 4 Parts of a Successful Retirement Plan
I always talk about different retirement strategies and things to think about, but I think it's important to zoom out and look at the big picture. It is easy to get ov...
Year-End Tax Planning Reminders for 2023
The end of 2023 is upon us... Crazy! But this is the time of year to make sure you have completed any tax planning that needs to be done.This includes things like:Roth...
Retirement Investing Mistakes & How To Avoid Them
As a financial advisor, I see a lot of investing mistakes... And to be honest, I've made a lot of these mistakes myself. I've that getting the investment results you w...
6 (Common) Roth Conversion Mistakes to Avoid!
Roth conversions are a powerful tax savings tool for many retirees. There are many reasons to do Roth conversions:Pay less tax now compared to the futureMinimize futur...
The Complete Guide to Social Security Spousal Benefits
Social Security is one of the pillars of retirement income. But it can be very confusing when you think about PIAs, FRAs, and spousal benefits.In this episode, I break...
7 Common Retirement Fears (& How To Overcome Them)
Retirement can be a scary thought. Do I have enough to retire? When should I take Social Security? What if I run of money before I die? How much can I spend?These are ...
2024 Social Security COLA & More
The 2024 Social Security COLA has been announced! I am sharing the following:What the 2024 COLA isWho gets the COLAHow does it compare to COLAs historicallyWhy WHEN yo...
Spending with Confidence in Retirement
Retirement can be challenging... When should I take Social Security? How aggressively should I be investing? How can I manage my taxes? Where is my income going to com...
5 Ways to Use a HSA in Retirement
The Health Savings Account (HSA) is the only account you can contribute to that receives triple-tax advantages.Tax-deductible contributionsTax-deferred growthTax-free ...
When Should I Take Social Security? 6 Things to Consider
Deciding when to take your Social Security benefits is a common question for most retirees. This decision can cause stress because there is never a perfect answer.If y...
Are You Ready For The Next Recession?
What are you going to do next time the market enters a recession? Are you prepared? Do you have a plan?Most investors are reactive to turbulence in the market. They ac...
How to Pay 0% Capital Gains Tax
Tax planning in retirement is a crucial piece in a successful retirement plan. We often think about Roth conversions and tax-loss harvesting as the primary ways to low...
The Ultimate Guide to 401k Rollovers
Do you have an old 401k from a previous employer? Or maybe even a few straggling out there?I'm a fan of keeping things organized and simple, so rolling over those old ...
The Ultimate Retirement Checklist: 6 Things To Include in Your Plan
What is a retirement plan... actually?Is it a Monte Carlo simulation? Tax projections? Investment allocations?A retirement plan, in my opinion, is non of those things ...
Backdoor Roth IRA: What it is + How it works
When you want to save Roth money for retirement, but your income is too high... what do you do?Do a Backdoor Roth IRA contribution!Listen in where Jacob shares what a ...
How to Pay Taxes on Roth Conversions
We all know that Roth conversions can be a powerful tax savings strategy for retirees, but how do you actually pay the taxes when doing a conversion?Listen in to this ...
The Roth Conversion Sweet Spot
Roth conversions are often a useful tax savings strategy for retirees, but the hardest part is deciding WHEN to actually do them. In this episode of Retirement Answers...
Watch Out for This BIG Retirement Tax Trap
We all know that we need a plan for taxes in retirement... But what if there is a big tax bill waiting for surviving spouses? Yes, surviving spouses often have larger ...
The 3 Bucket Retirement Plan
There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.I'm a visual learner and being able to separate my money out...
5% CDs Are Not Good Investments
Over the last 18 months, the Federal Reserve has been increasing it's interest rates. And because of this interest rates on cash, CDs, Money Markets, Mortgages, and Ca...
Asset Location - How It Saves You Taxes
We all know about how important it is to have a plan for taxes in retirement. So, we create Roth conversions strategies, but what if I told you there is simple tax sav...
5 Things To Do 5 Years From Retirement
This week I share 5 things that you need to be doing 5 years before retirement. These are things that will help you have the most successful and fulfilling retirement....
The Real Risk of Stocks
We all think stocks are risky because they are volatile. "Oh no! My account is down 25%, I'm losing all of my money!!"Well, today let's have an honest conversation abo...
I'm 55, With $1 Million Saved. Can I Retire?
We are all curious if we have enough saved to retire. What most people don't do is dig into the details of their savings to see how strategically positioned they are t...