All Episodes
Displaying 81 - 100 of 171 in total
4 Reasons to Retire ASAP
Still trying to figure out when you are going to retire? Do you have a specific age in mind? It can be hard to decide and then actually go through with it because of t...
Friday Q&A: Why Am I So Anxious About Retirement?
In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Disco...
5 Strategies To Lower Your Required Minimum Distributions (RMDs)
When you turn 73 or 75, you will be required to begin taking money from your tax-deferred IRAs, 401ks, 403bs, etc. This is through what is called Required Minimum Dist...
Friday Q&A: Should We Pay Off Our House?
In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is close to retirement ...
Should I Pay Off My Mortgage Before Retirement?
One of the biggest factors in your ability to retire is whether or not you have debt. If you have no debt, retirement becomes that much easier. BUT does that mean you ...
Is NOW A Good Time To Buy Stocks?
"The market is at all-time highs! We are due for a recession! I'm going to wait for the next pullback..." These the statements we all tell ourselves, but we shouldn't ...
Ask This Question BEFORE You Retire
Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first? These a...
Here's When You Should Do Roth Conversions
Trying to figure out when you should do Roth conversions? In this episode, I share the optimal times to do Roth conversions so that you get the most out of this import...
How Much Cash Should I Hold in Retirement?
How aggressive or conservative you should invest your money in retirement is a constant question in retirees' minds. How much risk should I take? Should I just use a s...
Stop Avoiding IRMAA!
IRMAA stands for Income Related Monthly Adjustment Amount. In short, it is a surcharge that can be added to your Medicare Part B & D premiums IF you earn to much money...
6 Reasons to Spend Your Roth IRA in Retirement
Having a Roth IRA in retirement can be very powerful. It allows you to make tax-free distributions for retirement income and gives you flexibility around your tax brac...
Navigating Market Volatility in Retirement
It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be won...
Watch Out for These 5 Investing Mistakes!
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started I've seen a common theme in almost every portfolio review I have done latel...
Tax-Savvy Retirement: Asset Location Explained
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Tax planning is a huge part of building a successful retirement plan. You o...
5 Ways to Reduce Your RMDs (& SAVE BIG)
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Required Minimum Distributions (RMD) aren't the worst thing in the world, b...
Where Should I Pull Funds From First in Retirement?
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started Not sure where to pull income from first in retirement? It can be a overwhe...
7 Reasons NOT To Do Roth Conversions
Today, I'm sharing 7 reasons you shouldn't do Roth conversions... I hear about far too many people who are trying to do Roth conversions, but they shouldn't be doing a...
How Much Money Do You ACTUALLY Need To Retire?
Need a custom retirement plan? 👉 Get started today: https://www.rivertreewealth.com/get-started Wondering if you have enough money saved up to retire comfortably in 20...
Will My Social Security Be Taxed?
One of the biggest questions around Social Security is, "Will I pay income taxes on my Social Security benefits?" I answer this very question, walk through an example,...
Is Social Security Going to Run Out?!
In recent years, there has been a growing concern around Social Security going insolvent. There are some truths to these concerns, but there are also many misunderstan...