147 Avsnitt

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

    Publicerades: 2024-02-08

  2. #084 – Understanding Target Date Retirement Funds

    Publicerades: 2024-02-01

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

    Publicerades: 2024-01-25

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

    Publicerades: 2024-01-18

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

    Publicerades: 2024-01-11

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

    Publicerades: 2024-01-04

  7. Retirement Planning Education is coming back!

    Publicerades: 2023-12-21

  8. Retirement Planning Education is going on hiatus

    Publicerades: 2023-06-22

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

    Publicerades: 2023-06-15

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

    Publicerades: 2023-06-08

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

    Publicerades: 2023-06-01

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

    Publicerades: 2023-05-25

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

    Publicerades: 2023-05-18

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

    Publicerades: 2023-05-11

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

    Publicerades: 2023-05-04

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

    Publicerades: 2023-04-27

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

    Publicerades: 2023-04-20

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

    Publicerades: 2023-04-13

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

    Publicerades: 2023-04-06

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

    Publicerades: 2023-03-30

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

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