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Podcasts

Podcast Episode 384: Is It Worth Moving to a State with No Income Tax in Retirement?

Many retirees make the decision to move in retirement but should no income tax be main reason for relocation? While it might save you money in tax…

Podcast Episode 388: Should You Consider a Roth Conversion at 60?

The reality of taxes in retirement starts to become more evident the closer you get, and it’s not uncommon for people to wish they had contributed…

Podcast Episode 387: Should Target Date Funds Be in Your Portfolio?

Investors will often use target date funds in a retirement account because they’re easy to use and align with the goal of retiring at a certain ti…

Podcast Episode 386: Do You Still Need Life Insurance in Retirement?

Life insurance has a clear role within a financial plan, but is it worth keeping a policy once you’ve reached retirement and don’t have as much of…

Podcast Episode 385: Is It Okay to Carry Debt in Retirement?

Managing your money in retirement is much simpler when you don’t have to debt to account for, but there are times when debt isn’t necessarily a ba…

Podcast Episode 383: Are You Sitting on Forgotten 401(k) Money?

As life gets busy, it’s not uncommon to lose track of old financial accounts, especially if you’ve switched jobs multiple times. When someone leav…

Podcast Episode 381: Are Annuities a Good Source of Retirement Income?

Building a solid income plan is a foundational piece of retirement planning and there are a variety of ways to create those income streams. One pr…

Podcast Episode 382: The Election is Over, Now What?

All of the back and forth is finally over and the election results are in. Donald Trump will take office for a second term and it’s already having…

Podcast Episode 380: How Can You Earn Better Yield on Your Savings?

In a world where financial stability is paramount, many individuals are seeking ways to make their savings work harder without compromising on saf…

Podcast Episode 379: Is Your Portfolio Ready for Retirement?

Retirement is a significant milestone in life, and preparing for it requires careful planning and strategic financial management. Knowing when to …

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