Podcast
In this episode of the Retirement Made Easy podcast, I share two conversations I had with listeners. Both were given advice that I would consider a recipe for failure. One was given a strategy to time the market and the other was advised to chase short-term...
Podcast
How do I feel about Roth IRAs and 401ks/403Bs? What about the Backdoor Roth IRA? They can be an important tool in your retirement planning. But how do they work? What is the best way to optimize them? Learn more in this episode of Retirement Made Easy! You will want...
Podcast
In this special Retirement Made Easy Replay, we take a look back at a popular episode. I’ll cover the five questions you need to ask a financial advisor to make sure they’re THE right fit for you: Question #1: How long have you been doing this? Question...
Podcast
What is a fiduciary? How are financial advisors compensated? What is a fatal mistake I see people make with investing? In this episode of retirement made easy, I answer these listener questions so that you can be well-educated about your advisor—and your investments....
Podcast
I received a phone call this week from a listener that I thought was absolutely crucial to share with my listeners. She had gone to a retirement seminar that I gave over 10 years ago. She didn’t take my advice then and regrets it now. Why? Almost 11 years later, she’s...
Podcast
In this special two-part episode of Retirement Made Easy, I answer a listener’s question about Medicare enrollment. I also talk about the tax proposals that legislators snuck into The American Families Plan and how they could impact you. If you’re nearing retirement...
