Notable Guests
MK
Michael Kitces
1x
Recent Episodes
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Emily Guy Birken discusses common retirement planning errors.
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Introduced the Income-to-Wealth Conversion Rate formula.
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Congressman Bill Foster discusses the current state and future of Social Security.
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Analyze if a veteran can retire at 45 with $500K.
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Compare two people with $6M lifetime earnings; one pays more taxes due to income compression.
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Analyze Monte Carlo simulations used in retirement planning and their limitations.
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Retirement may not require $1 million; focus on income needs.
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Retirement income scenarios for $4K, $6K, and $12K monthly spending.
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Examines eliminating the Social Security payroll tax cap as a fix.
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Morningstar study on retirement shortfall analyzed.
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Retirees often underspend due to healthcare fears.
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Early retirement plan reduced from $3.3M to $1.7M.
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Discussing when to hire a financial advisor in retirement.
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Analyzing if $750,000 is enough for early retirement at 58.
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Toby Mathis discusses common retirement tax errors.
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Analyze the 15% retirement savings rule.
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Medicare Advantage plans are rapidly growing due to funding mechanisms.
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Ed Slott discusses top 5 Roth conversion objections.
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Explains the most tax-efficient way to use Roth and Traditional accounts.
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Discusses a higher safe withdrawal rate than commonly believed.