Month: February 2019
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Skin In The Game
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of some awkwardness increases. Body language becomes closed. Arms…
- Backdoor Roth
- College Funding
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- healthcare
- Healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
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Does Private Equity & Private Credit Belong In Your 401k Or In Your Retirement
8.26.2025
The Good, The Bad, and The Ugly of Private Equity and Private Credit in Your 401(k) For…
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Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
8.14.2025
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but…
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Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3
7.29.2025
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge….
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Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
7.29.2025
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the…
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Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement
7.29.2025
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…
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Ep. 34: Should You Put Crypto in Your Retirement Account?
7.29.2025
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…
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Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
7.29.2025
What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…
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Ep. 32: The Diderot Effect and How Lifestyle Creep Begins in Retirement
7.29.2025
What if one purchase was enough to throw off your entire retirement plan? It starts small: a…
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Ep. 31: Are Barrier Notes Right for Your Retirement?
7.29.2025
What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes…
