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  • The Other Side of the Pre-tax Equation

    The Other Side of the Pre-tax Equation
    2025/06/07
    Saving for retirement pre-tax is said to generate upfront "tax savings." but at what cost? We dive in and explore...
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  • Social Security Planning

    Social Security Planning
    2025/05/31
    5 major social security updates. What causes benefits to be taxable? How to set up retirement properly to potentially get your benefits tax-free. How to reduce elderly poverty by up to 50%. How often does claiming benefits early actually work out better for you?
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  • Money Misconceptions

    Money Misconceptions
    2025/05/24
    What to do with your old 401(k) How small businesses are navigating economic headwinds Retirement income concerns in today’s economy And what does the Moody’s downgrade of U.S. debt mean for interest rates—and you
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  • The Happiness Dividend

    The Happiness Dividend
    2025/05/17
    In this episode we talk about how a solid retirement income plan can increase your longevity, health, and happiness.
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  • Finding Your IPA (Income Production Ability)

    Finding Your IPA (Income Production Ability)
    2025/05/03
    How should retirement strategies be judged? Learn how to find your strategy's net Income Production Ability (IPA)
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  • Estate and Legacy Planning

    Estate and Legacy Planning
    2025/04/26
    Ready to secure your family's future? This week on the show, we dive deep into estate and legacy planning, breaking down wills, trusts, and power of attorney. Learn practical steps you can take now to ensure your assets are protected and your wishes are honored for generations to come.
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  • Tariff Markets and Retirement

    Tariff Markets and Retirement
    2025/04/19
    This episode explores the significant impact of current tariffs on market stability and how these fluctuations can directly affect your retirement planning. We analyze which sectors and investment types are most vulnerable to tariff-induced volatility and discuss strategies for safeguarding your retirement portfolio against potential downturns. Learn how to navigate these uncertain market conditions while staying on track to achieve your long-term retirement goals.
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  • IRA Deferral: A Hidden Tax Time Bomb?

    IRA Deferral: A Hidden Tax Time Bomb?
    2025/03/29
    The possibility that taxes may be higher in the future has led many savers to consider Roth Conversions. If we’re already managing market and income risks through diversification, shouldn’t we apply the same approach to address tax risk as well?
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