Podcast
People say that you spend 30% less in retirement—but is that true? What do you need to budget for retirement? In this episode of Retirement Made Easy, I look at data from my many clients throughout the US to help YOU get a clearer picture of your budget for...
Podcast
The bucket strategy is a popular way to plan for retirement. Now only is it popular, but it’s an easy-to-understand approach that works. Everyone wants to retire and be able to live comfortably, but many people don’t realize that it takes some planning to do that....
Podcast
What are the insurance options for anyone who wants to retire early? What’s the difference between long-term care and hybrid long-term care? Why would I never recommend a Medicaid Irrevocable Annuity Trust? These are just a few of the many questions I answer in this...
Podcast
In this special throwback episode, I’m going to highlight a fan-favorite episode of the Retirement Made Easy Podcast, episode #7—The Worst Retirement Plan EVER. I talk about the worst retirement plan I’ve EVER seen, go over the six mistakes that were made,...
Podcast
Why are large companies (like Amazon) getting tax breaks while the common man doesn’t? What about the wealthy—should those making more than $400,000 need to pay more in taxes? We are in a low tax environment right now and some people are upset by it. They say that...
Podcast
In February of 2020, the student loan crisis hit a record $1.6 trillion. It’s not uncommon to talk to college graduates who have thousands of dollars in debt. Many pre-retirees would like to help pay for or fund their grandchildren’s education. It’s personally on the...
