147 Epizód

  1. #085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

    Közzétéve: 2024. 02. 08.

  2. #084 – Understanding Target Date Retirement Funds

    Közzétéve: 2024. 02. 01.

  3. #083 - Q&A edition...Solo 401(k)s, tax gain harvesting, bonds vs bond funds and MORE!

    Közzétéve: 2024. 01. 25.

  4. #082 – Retirement planning chat with a "real" person, David Folts

    Közzétéve: 2024. 01. 18.

  5. #081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

    Közzétéve: 2024. 01. 11.

  6. #080 – How to lower your taxes in 2024

    Közzétéve: 2024. 01. 04.

  7. Retirement Planning Education is coming back!

    Közzétéve: 2023. 12. 21.

  8. Retirement Planning Education is going on hiatus

    Közzétéve: 2023. 06. 22.

  9. #079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

    Közzétéve: 2023. 06. 15.

  10. #078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

    Közzétéve: 2023. 06. 08.

  11. #077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

    Közzétéve: 2023. 06. 01.

  12. #076 - What exactly is "Financial Planning?"

    Közzétéve: 2023. 05. 25.

  13. #075 - Qualified Charitable Distributions ("QCDs")

    Közzétéve: 2023. 05. 18.

  14. #074 - How to break up with your financial advisor

    Közzétéve: 2023. 05. 11.

  15. #073 - What does it actually mean to be a "fiduciary," and does it matter?

    Közzétéve: 2023. 05. 04.

  16. #072 - The benefit of "step up in basis"

    Közzétéve: 2023. 04. 27.

  17. #071 - Understanding the $250k or $500k gain exclusion on selling your primary residence

    Közzétéve: 2023. 04. 20.

  18. #070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!

    Közzétéve: 2023. 04. 13.

  19. #069 - Highlights of the 2023 Social Security Trustees Report

    Közzétéve: 2023. 04. 06.

  20. #068 - What happens to my investments if my broker goes under?

    Közzétéve: 2023. 03. 30.

4 / 8

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Visit the podcast's native language site