Episodes (Page 2)
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Explaining the benefits of paying taxes on retirement accounts now via Roth conversions.
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Identifying 10 common Roth IRA mistakes that can lead to significant financial loss.
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Simplifying retirement planning by avoiding common pitfalls with margin loans and whole life insurance.
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Exploring tax strategies that can increase spending power during retirement.
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Advising on strategies to exit concentrated stock positions without significant losses.
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Addressing investor anxiety and the tendency to leave money on the table.
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Debating safe withdrawal rates for early retirees and sustainable spending.
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Comparing Roth conversions, pension lump sums, and annuities for retirement income.
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Questioning why individuals continue working when they have enough to retire early.
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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.