Recent Episodes
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Discussing the potential problem of having too much money in Roth 401(k)s.
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Chase and Ryder, 56 and 55, have $5M saved and pensions but still fear retirement.
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Addressing the common question: 'How much do I need to retire?'
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Warning about potential mistakes when withdrawing retirement funds before age 59½.
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Discussing when Roth conversions are beneficial and when they are not.
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Discussing how to fund your retirement while also supporting your children financially.
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Couples discuss Social Security claiming strategies for retirement.
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Juan and Mary, 49 and 48 with $2.2M, explore early retirement options.
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Carl and Jane have $8M; advisor suggests a 130/30 long-short strategy.
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Early retirement requires more than just saving money.
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Many retirees make a common spending mistake costing thousands annually.
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Daniel, 40, worries about retirement and running out of money.
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Joe and Big Al discuss the timing of five key retirement decisions.
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Retiring at 62 is explored as a potential 'sweet spot'.
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John Q. Taxpayer aims to build his tax-free retirement bucket.
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Al and Peggy debate pre-tax vs. Roth savings for tax diversification.
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High-net-worth individuals share their biggest retirement fears.
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Lucky Lou, 48, wants to retire at 50 due to burnout.
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The episode discusses Social Security timing strategies.
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Small, everyday financial pitfalls can derail retirement plans.