Notable Guests
Recent Episodes
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Understand how income source impacts your tax bill, not just your bracket.
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ERISA attorney Bonnie Treichel discusses 401(k) rollovers into IRAs.
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Xavier, 60, has a $400,000 settlement, his only retirement fund.
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Examines if retirees truly deplete their savings.
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Explores the most effective wealth-building strategies in America.
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Warns about potential Medicare Advantage plan terminations in 2027.
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Princeton economist Owen Zidar discusses research on who actually gets rich in America.
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Understand the power of 457(b) retirement plans for government employees.
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The 3% rule for retirement withdrawals is often too conservative.
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Being a millionaire doesn't always mean high net worth.
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George Kamel's claim that Social Security is a Ponzi scheme is addressed.
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Jason Fichtner, former Social Security deputy commissioner, discusses its future.
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Vanguard research suggests retirees hold too much cash.
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Discusses the potential impact of Congressional inaction on Social Security in 2032.
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Investigates why intelligent, skilled individuals may not achieve extraordinary wealth.
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Retirement planning often fails after retirement begins, not before.
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Senator Bill Cassidy discusses the Social Security funding crisis.
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Examines the life-cycle hypothesis for retirement saving.
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Challenges Vanguard's 80% retirement income rule.
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Analyzes 2027 Social Security COLA projections (3.5%-3.6%).