Erin Talks Money

Notable Guests

Ed Slott 1x

Michael Kitces 1x

Recent Episodes

Why Medicare Advantage Is Growing So Fast (And Who Really Benefits) (Clip)

May 3, 2026 · 0:04:10

✨ Medicare Advantage plans are rapidly growing due to funding mechanisms.

0:04:10

Ed Slott Breaks Down Every Roth Conversion Objection — What You NEED to Know

May 1, 2026 · 0:20:34

✨ Ed Slott discusses top 5 Roth conversion objections.

0:20:34

Roth vs Traditional: When to Use Each (Most People Get This Wrong)

Apr 30, 2026 · 0:19:22

✨ Explains the most tax-efficient way to use Roth and Traditional accounts.

0:19:22

The Safe Withdrawal Rate Is Higher Than You Think (Here’s Why) (Clip)

Apr 25, 2026 · 0:04:08

✨ Discusses a higher safe withdrawal rate than commonly believed.

0:04:08

You Think You’re Ready for Retirement… You’re Not | With Michael Kitces

Apr 24, 2026 · 0:54:21

✨ Michael Kitces debunks retirement readiness myths.

Michael Kitces

0:54:21

Two People Retire on $70K… One Needs $1.75M, the Other $780K

Apr 23, 2026 · 0:19:52

✨ Compares two retirement scenarios needing vastly different sums.

0:19:52

The Retirement Withdrawal Strategies That Balance Safety and Spending (Clip)

Apr 11, 2026 · 0:07:49

✨ Discusses retirement withdrawal strategies like Guardrails and Vanguard Floor-and-Ceiling.

0:07:49

Ed Slott: You’re About to Pay WAY More Taxes in Retirement (Unless You Do This)

Apr 10, 2026 · 0:53:33

✨ Ed Slott explains upcoming tax law changes impacting retirement accounts.

Ed Slott

0:53:33

Who Really Gets to “Choose” When They Retire (And Who Doesn’t)

Apr 9, 2026 · 0:21:02

✨ Debunks the myth that only wealthy people retire early.

0:21:02

RETIREMENT EXPERT: The SAFEST Way to Spend in Retirement | Wade Pfau on the 3 Income Paths

Apr 3, 2026 · 1:22:42

✨ Wade Pfau discusses retirement income strategies and risks like longevity and market volatility.

1:22:42

$1M vs $3M vs $5M: How Retirement Risk Completely Changes

Apr 2, 2026 · 0:18:16

✨ Retirement risk changes significantly with portfolio size, contrary to common belief.

0:18:16

The Real Answer to When You Should Claim Social Security (9 Factors That Decide EVERYTHING)

Apr 1, 2026 · 0:16:56

✨ Claiming Social Security involves crucial financial and planning decisions impacting lifetime income.

0:16:56

The $50,000 Social Security Cap That Could Change Retirement Forever

Mar 30, 2026 · 0:10:50

✨ Proposal caps Social Security benefits at $50k individual/$100k couple.

0:10:50

I Saved Everything… And Still Felt Broke

Mar 29, 2026 · 1:06:09

✨ Explores the link between income, net worth, and happiness.

1:06:09

How Much Can You Really Spend in Retirement? (It’s Not 4%) (Clip)

Mar 28, 2026 · 0:06:16

✨ Retirement spending is not a fixed 4% rule.

0:06:16

Estate Planning Explained: Wills vs Trusts (What Actually Controls Your Assets)

Mar 27, 2026 · 0:28:59

✨ Understand wills, trusts, and probate processes.

0:28:59

The $1M Retirement Income Decision: Portfolio vs Annuity — Which Pays More?

Mar 26, 2026 · 0:22:35

✨ Compare $1M portfolio withdrawal vs. annuity for retirement income.

0:22:35

The Most Overlooked Risk in Retirement Planning: Widowhood

Mar 25, 2026 · 0:21:07

✨ Widowhood is a common, overlooked retirement planning risk.

0:21:07

6 Levels of Retirement Wealth - Which One Are You In?

Mar 24, 2026 · 0:20:45

✨ Retirement wealth levels dictate different planning strategies.

0:20:45

What Long-Term Care Actually Costs in Retirement (Real Household Data) (Clip)

Mar 21, 2026 · 0:10:37

✨ Long-term care costs are a nuanced retirement expense, not always rising.

0:10:37

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Notable Guests

Recent Episodes

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