Podcast
When are the best times for Roth conversions? Should you invest in a target-date fund? Can you avoid the 10% early withdrawal penalty? These are just a few of the questions I’ll tackle in this special Listener Questions edition of Retirement Made Easy! Preparing for...
Podcast
When should you claim your Social Security benefits? What do benefits look like for teachers who contribute to Teacher Retirement Systems? What is the survivor step-up strategy? In this episode of Retirement Made Easy, we’ll dive into some of the more complex areas of...
Podcast
Social Security can be difficult to understand. The rules can be difficult to decipher. Answers are nearly impossible to find. This leaves most people frustrated and confused. In this episode, I’m going to separate the truths from the many rumors you often hear and...
Podcast
2024 has already been full of many in-depth conversations with current and prospective clients. There have been some common threads among most of those conversations. From those common threads, I’ve pulled five lessons that we can all learn and benefit from when...
Podcast
Lately, I’ve been getting a lot of questions about 401K loans and whether or not they’re worth it. People are asking things like, “How do you take out the loan? How does paying it back work? Should we ever consider it? What are our other options?”I’m a financial...
Podcast
People often ask me where they should retire. Should they relocate to a new city or state? Most people assume when they retire that they need to move to make the most of their income. But the answer isn’t clear-cut. Everyone has different preferences. In this episode...
