Épisodes

  • 9 Myths That Can Turn the Golden Years Blue

    9 Myths That Can Turn the Golden Years Blue
    May 2 2026
    Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.
    Afficher plus Afficher moins
    Moins d'une minute
  • The Quest for Max Income

    The Quest for Max Income
    Apr 11 2026
    More yield. Better Social Security timing. Higher returns. Retirees try all of it in the quest for maximum income. Some of it works. Some of it backfires. And almost none of it compares to the one strategy that can increase what you actually keep by 30, 40, even 50 percent — without taking a single dollar of additional risk.
    Afficher plus Afficher moins
    Moins d'une minute
  • Navigating the Retirement Red Zone

    Navigating the Retirement Red Zone
    Mar 28 2026
    Think of the Retirement Red Zone as the 8 to 10 year window surrounding retirement — about 4 to 5 years before, and 4 to 5 years after. What happens during this period often has a bigger impact on your financial future than the following 20 years. Sequence of returns, withdrawal timing, and tax decisions all matter more than ever. Get the Red Zone right, and retirement can feel a whole lot more secure.
    Afficher plus Afficher moins
    Moins d'une minute
  • The Essential 7 Keys to Your Estate Plan

    The Essential 7 Keys to Your Estate Plan
    Mar 21 2026
    On this week's episode, we take you through 7 "must haves" to ensure your estate plan does what it's designed to do.
    Afficher plus Afficher moins
    Moins d'une minute
  • 13 Successful Money Habits

    13 Successful Money Habits
    Mar 7 2026
    Habits can create an environment to attract, grow, and preserve wealth. The opposite is also true - the wrong habits can repel, prohibit, and destroy wealth. On this week's episode, we explore 13 positive habits to empower your wealth.
    Afficher plus Afficher moins
    Moins d'une minute
  • 8 Truths Wall Street Won't Tell You About Your Retirement

    8 Truths Wall Street Won't Tell You About Your Retirement
    Feb 21 2026
    When it comes to retirement income planning, the traditional Wall Street Advice - which based on a growth approach - often falls short. There are 8 truths or principles that don't work in Wall Street's favor when you retire and need your hard-earned savings to live on. So, Wall Street is not excited to share them. We will. Herein, we tackle the 4% rule, growth vs income approaches, the "retirement red zone", sequence of return risk, and more.
    Afficher plus Afficher moins
    Moins d'une minute
  • (Asset) Location, Location, Location!

    (Asset) Location, Location, Location!
    Feb 7 2026
    More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles: Taxable Tax-deferred Tax-free Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.
    Afficher plus Afficher moins
    Moins d'une minute
  • 8 Keys to Roth Conversions

    8 Keys to Roth Conversions
    Jan 31 2026
    Roth conversions aren’t about avoiding taxes — they’re about deciding when, how, and at what rate you’ll pay them. Too many people focus on the micro view: “How much tax will this cost me this year?” A better question is, “How will this decision impact my entire retirement?” Strategic conversions can create decades of tax-free income, reduce or eliminate required minimum distributions, lower Medicare premiums and Social Security taxation, and provide insulation from future tax increases. Yes, there can be short-term friction — higher taxable income or temporary IRMAA surcharges — but for many households, those are time-boxed issues in exchange for long-term control, certainty, and tax-free wealth.
    Afficher plus Afficher moins
    Moins d'une minute