Author: stemgr4321
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New Roth Rules Explained: What SECURE Act 2.0 Means If You Make Over $150,000 (and Especially If You’re Over 65)
Crossing $150,000: How the New Roth Rules Change Retirement Strategy The “grace period” is officially over. If you earned more than $150,000 in 2025, the…
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Nvidia FOMO: Normal Emotion, Bad Retirement Strategy
12.10.2025
Nvidia FOMO: Normal Emotion, Bad Retirement Strategy Nvidia’s strong earnings recently dominated market headlines, and with it…
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⚠️ The Call No Grandparent Wants to Get
11.13.2025
Protecting Your Nest Egg: The Scams Targeting Retirees — and How to Outsmart Them Imagine getting a…
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Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
10.30.2025
Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill”…
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Healthcare Expert Matt Wicklund on Recent Medicare Changes and the Biggest Health-Insurance Mistakes Retirees Make
10.21.2025
What retirees should know about 2026 Medicare changes, shrinking networks, and how to avoid costly coverage mistakes…
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Lessons from the Crypto Connect Minneapolis
9.23.2025
Lessons from the Crypto Connect Minneapolis Last week, I had the chance to attend Crypto Connect Minneapolis,…
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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…
