All Episodes
Displaying 101 - 120 of 137 in total
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...
Your Retirement Plan is Wrong...
What if I told you your retirement plan is wrong? Initially, probably wouldn't be very comforted to hear that, but I'm here to tell you that it's okay!The simple reali...
401k Catch-Up Contribution Changes in 2024 (SECURE Act 2.0)
Another big change from the SECURE ACT 2.0 is coming in 2024... This time it has to do with catch-up contributions for everyone 50 or older.Tune into this episode of R...
Annuities (Part 2): Why I Don't Like Them
Last week on Retirement Answers I shared what annuities were and how they worked.Well, this week I am sharing 6 reasons I do not like annuities and why I think they ar...
Annuities (Part 1): What Are Annuities?
Ahhhh... Annuities.We have all heard of them, but do we really know what they are and how they work? the reality is that most people don't truly understand them and it...
5 Common Investing Mistakes to Avoid
As a financial planner, I have heard it all when it comes to investing..."My friend said this company was about to go crazy!""Did you see what they said on the news?!"...
How is Social Security Taxed?
One of the biggest decisions you will make in retirement is when to take Social Security! I have found that understanding how Social Security taxation works is importa...
How Much Do I Need To Retire?
Are you trying to figure out how much you need to have saved to successfully retire? Well, in today's episode I share how you can quickly get to a rough estimate of ho...