Episodes (Page 3)
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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.
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Michael Kitces debunks retirement readiness myths.
Michael Kitces
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Compares two retirement scenarios needing vastly different sums.
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Discusses retirement withdrawal strategies like Guardrails and Vanguard Floor-and-Ceiling.
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Ed Slott explains upcoming tax law changes impacting retirement accounts.
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Debunks the myth that only wealthy people retire early.
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Wade Pfau discusses retirement income strategies and risks like longevity and market volatility.
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Retirement risk changes significantly with portfolio size, contrary to common belief.
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Claiming Social Security involves crucial financial and planning decisions impacting lifetime income.