Podcast
Can you stop or suspend social security? How do inheritances impact your taxes? How do you pay for Medicare Part B if you’re not on social security? In this episode of the Retirement Made Easy podcast, I revisit some of the best questions from 2022 that are still 100%...
Podcast
I see people making the same IRA mistakes over and over again because they just don’t know enough about IRAs. That’s why I advise anyone to work with a Certified Financial Planner (CFP)—even if it’s not me. Until you can do that, do everything you can to avoid these 8...
Podcast
In this special listener question edition of the Retirement Made Easy podcast, I’ll cover three amazing listener questions plus a bonus question that I’ve never been asked before: Should you sue your financial advisor? Tough question! Listen to this episode to hear my...
Podcast
I recently had a conversation with someone who retired a year ago. Sadly, his financial advisor gave him the worst advice I’ve heard in a long, long time. So in this episode of Retirement Made Easy, I’ll share why it was such poor advice and the two...
Podcast
A lot has happened in 2022. A bear market and rising inflation have people who are about to retire scared. They’re worried about their retirement, and rightly so. In this episode of Retirement Made Easy, I’ll talk about some important statistics from the Schroders...
Podcast
Why are some bond investors running for the exits? Is it risky to have bonds in your portfolio? Most people associate bonds with being a “safe” play in their portfolio to balance out the “riskier” stocks. But the truth is that investing in bonds can be just as risky....
