Strategies for a Secure Retirement, Ep #37

Are you close to retirement? Are you ready to close up any loose ends you may need to deal with? In this episode of Retirement Made Easy, I share a few simple tips to help you get on track for the retirement you’ve been working for. I also answer a couple of listener...

Q&A Edition: Where to Start with Retirement Planning, Ep #36

What can Warren Buffett teach us about the volatility of the stock market? Where do you get started with retirement planning? Should you bring in a professional to help you? In this episode of Retirement Made Easy, I answer some listener questions and share a story...

The Importance of Health Savings Accounts (HSAs), Ep #35 

What are health savings accounts (HSAs)? How can an HSA be beneficial to you and your retirement? One of my listeners asked me to cover HSAs, so this episode of Retirement Made Easy is dedicated to them. But if you’re wondering what the big deal about an HSA is, don’t...

Is There a Magic Bullet to Retirement Planning? Ep #34 

Is a certain stock tip or investment the “holy grail?” Is there a magic bullet that will make you millions? The money you invest in your retirement needs to be there for the next 30–40 years—so how do you make smart decisions with your future? In this episode of...

Roth Conversions = Smart Tax Planning, Ep #32

You can’t control health insurance premiums going up. You can’t control rising prescription costs. But you can control your tax planning. As the old saying goes, “You have to make hay while the sun is shining.” We are still under the 2017 Tax Cuts and Jobs Act. Until...