- Don’t Move for Taxes, Ep # 244
(Mon, May 16, 2022)
";
- How to Plan for Part-Time Retirement, Ep # 243
(Mon, May 09, 2022)
";
- The New IRS 10-year RMD Rule Isn’t What We Thought It Was, Ep #242
(Mon, May 02, 2022)
";
- Future You is Happier than Current You, Ep #241
(Mon, Apr 25, 2022)
";
- The Reverse Bucket List, Ep #240
(Mon, Apr 18, 2022)
";
- Part-Time Retirement Programs Are on the Rise, Ep #239
(Mon, Apr 11, 2022)
";
- I’M RETIRING IN 3 WEEKS! Here’s What to Do… Ep # 238
(Mon, Apr 04, 2022)
";
- Get the Freeloaders Offloaded with Bobbi Rebell, Ep #237
(Mon, Mar 28, 2022)
";
- Don’t Even THINK About Delaying Retirement, Ep #236
(Mon, Mar 21, 2022)
";
- The Perfect Inflation Hedge Doesn’t Exist, Ep #235
(Mon, Mar 14, 2022)
";
- Starting a Business in Retirement, an Interview with Gabe Nelson, Ep #234
(Mon, Mar 07, 2022)
";
- Go Back to Bed, Ep #233
(Mon, Feb 28, 2022)
";
- 8 Reasons to File Your 2021 Tax Return Early, Ep #232
(Mon, Feb 21, 2022)
";
- Retirees Aren’t Spending Enough, Ep #231
(Mon, Feb 14, 2022)
";
- Where Should I Live in Retirement? Ep #230
(Mon, Feb 07, 2022)
";
- Are You Saving Too Much Money, Ep #229
(Mon, Jan 31, 2022)
";
- Six Month Social Security Mulligan, Ep #228
(Mon, Jan 24, 2022)
";
- Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
(Mon, Jan 17, 2022)
";
- A “Gold IRA” and a $300,000 Tax Mistake… Ep #226
(Mon, Jan 10, 2022)
";
- My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
(Mon, Jan 03, 2022)
";
- Could Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
(Mon, Dec 27, 2021)
";
- Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
(Mon, Dec 20, 2021)
";
- Summer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
(Mon, Dec 13, 2021)
";
- Planning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
(Mon, Dec 06, 2021)
";
- Bucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
(Mon, Nov 29, 2021)
";
- Tax & Retirement Planning Changes for 2022, Ep #219
(Mon, Nov 22, 2021)
";
- Risk Tolerance Questionnaires Don’t Work, Ep #218
(Mon, Nov 15, 2021)
";
- The Media Will Decide Your Social Security Claiming Age, Ep #217
(Mon, Nov 08, 2021)
";
- Executor Help - How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey, Ep #216
(Mon, Nov 01, 2021)
";
- Inflation in Retirement and Breaking Social Security News! Ep #215
(Mon, Oct 25, 2021)
";
- Tax Moves You Should Be Making Before Year's End, Ep #214
(Mon, Oct 18, 2021)
";
- 3 Social Security Do-Over Options, Ep # 213
(Mon, Oct 11, 2021)
";
- Do's and Don'ts for Your 7-Figure Retirement, Ep #212
(Mon, Oct 04, 2021)
";
- Are Annuities a “License to Spend”? Ep # 211
(Mon, Sep 27, 2021)
";
- The Social Security Update, Ep # 210
(Mon, Sep 20, 2021)
";
- The Great Resignation, Ep #209
(Mon, Sep 13, 2021)
";
- Quit Cutting Your Own Grass, Ep #208
(Mon, Sep 06, 2021)
";
- Bucket List Travel on Any Budget with Danielle Desir, Ep #207
(Mon, Aug 30, 2021)
";
- Should I Buy a Bond Fund? Ep #206
(Mon, Aug 23, 2021)
";
- Social Security Earnings Test, Ep #205
(Mon, Aug 16, 2021)
";
- Overcoming Frugality Syndrome, Ep # 204
(Mon, Aug 09, 2021)
";
- Can I Go Fishing for the Next 25 Years and Forget About Work?, Ep #203
(Mon, Aug 02, 2021)
";
- Boomers Want to Stay Home - Senior Housing Now Faces Budding Glut, Ep # 202
(Mon, Jul 26, 2021)
";
- Affluent Americans Rush to Retire in New ‘Life-Is-Short’ Mindset, Ep #201
(Mon, Jul 19, 2021)
";
- Affluent Retirees Scared To Draw Down Savings, Ep #200
(Mon, Jul 12, 2021)
";
- Planning Multi-Generational Disney Trips with Lou Mongello, Ep #199
(Mon, Jul 05, 2021)
";
- Sabbaticals Are Essential For The Way We Work with Paul Millerd, Ep #198
(Mon, Jun 28, 2021)
";
- Summer Travel Series: Travel Hacking with Lee Huffman, Ep #197
(Mon, Jun 21, 2021)
";
- 7 Steps for Widows and Widowers to Manage Their First Year Alone, Ep # 196
(Mon, Jun 14, 2021)
";
- Do You Know the Difference Between Being Rich and Being Wealthy? Ep #195
(Mon, Jun 07, 2021)
";
- Cheaper Health Insurance Before Medicare? Ep # 194
(Mon, May 31, 2021)
";
- Improving the 4% Rule, Ep # 193
(Mon, May 24, 2021)
";
- The 6 Phases of Retirement, Ep # 192
(Mon, May 17, 2021)
";
- Time for a Gap Year? Ep # 191
(Mon, May 10, 2021)
";
- Deducting Your Home Office in a Work from Home World, Ep # 190
(Mon, May 03, 2021)
";
- The Future Is Foggy, Plan Accordingly, Ep #189
(Mon, Apr 26, 2021)
";
- What You Need to Know About Your My Social Security Account, Ep # 188
(Mon, Apr 19, 2021)
";
- Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic, Ep #187
(Mon, Apr 12, 2021)
";
- Why We’re Experiencing Zoom Fatigue and How To Fix It, Ep # 186
(Mon, Apr 05, 2021)
";
- How To Protect Yourself and Your Savings From Cyberfraud, Ep # 185
(Mon, Mar 29, 2021)
";
- The American Rescue Plan Act Of 2021, Ep # 184
(Mon, Mar 22, 2021)
";
- What to Expect When You're Expecting (to Apply for Medicare), Ep # 183
(Mon, Mar 15, 2021)
";
- Why Save If You’re Not Going To Spend? Ep #182
(Mon, Mar 08, 2021)
";
- Is a 50% Probability of Success Good Enough? Ep #181
(Mon, Mar 01, 2021)
";
- Why Markets Boomed in a Year of Human Misery, Ep #180
(Mon, Feb 22, 2021)
";
- Why Companies Fret as Vacation Days Go Unused, Ep # 179
(Mon, Feb 15, 2021)
";
- Frothy Markets - Beware or Prepare? Ep # 178
(Mon, Feb 08, 2021)
";
- Single-Ply Retirement, Ep #177
(Mon, Feb 01, 2021)
";
- Life Insurance Isn’t Special, Ep #176
(Mon, Jan 25, 2021)
";
- What to Do with $500,000 I Don’t Need? Ep #175
(Mon, Jan 18, 2021)
";
- Could Living Abroad Save You Money? with Tim Leffel, Ep # 174
(Mon, Jan 11, 2021)
";
- What You Need to Know About Coronavirus Stimulus Package 2.0, Ep # 173
(Mon, Jan 04, 2021)
";
- Retirement Rewind: How to Retire Abroad with David Jacoby, Ep # 172
(Mon, Dec 28, 2020)
";
- Retirement Rewind: Estate Planning Strategies to Preserve IRAs with John Ross, Ep #171
(Mon, Dec 21, 2020)
";
- Retirement Rewind: It’s Roth Conversion Season, Ep #170
(Mon, Dec 14, 2020)
";
- Retirement Rewind: My Favorite Retirement Podcasts (for the 3rd time) #169
(Mon, Dec 07, 2020)
";
- Retirement Rewind: The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 168
(Mon, Nov 30, 2020)
";
- BIG Legislation Changes, tiny Portfolio Changes, Ep # 167
(Mon, Nov 23, 2020)
";
- Medicare Annual Maintenance and Timelines: What Do I Need to Do Annually? Ep #166
(Mon, Nov 16, 2020)
";
- Medicare Supplements & Advantage - Where Does Part D Fit In? Ep. #165
(Mon, Nov 09, 2020)
";
- Retirement: What to Expect if You Retire Before or After Age 65 with Danielle Roberts, Ep # 164
(Mon, Nov 02, 2020)
";
- Medicare Basics: What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163
(Mon, Oct 26, 2020)
";
- How to Avoid Burnout While Working From Home, Ep # 162
(Mon, Oct 19, 2020)
";
- Social Security Bankruptcy Insurance, Ep # 161
(Mon, Oct 12, 2020)
";
- How Do You Plan to Give Your Retirement Notice? Ep # 160
(Mon, Oct 05, 2020)
";
- Are Stock Splits Good for Stocks? Ep # 159
(Mon, Sep 28, 2020)
";
- How the Biden Tax Plan Could Affect Your Retirement, Ep # 158
(Mon, Sep 21, 2020)
";
- Will Bank Bail-Ins Replace Bail-Outs? Ep # 157
(Mon, Sep 14, 2020)
";
- Mentored By a Shark with Kevin Harrington from TV’s Shark Tank, Ep # 156
(Mon, Sep 07, 2020)
";
- Do You Still Need Life Insurance in Retirement? Ep #155
(Mon, Aug 31, 2020)
";
- Lifetime Income Illustrations Are Coming to Your 401K, Ep #154
(Mon, Aug 24, 2020)
";
- Nobody Wants Your Stuff, Ep # 153
(Mon, Aug 17, 2020)
";
- Does It Still Make Sense to Save in a 401K? Ep # 152
(Mon, Aug 10, 2020)
";
- Put Your Social Security Knowledge to the Test, Ep # 151
(Mon, Aug 03, 2020)
";
- Taxes in Retirement with Andy Panko, Ep # 150
(Mon, Jul 27, 2020)
";
- Optimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149
(Mon, Jul 20, 2020)
";
- Money Can’t Buy Happiness - Or Can It? Ep # 148
(Mon, Jul 13, 2020)
";
- Should Private Equity Funds Have a Place in Your 401K? Ep # 147
(Mon, Jul 06, 2020)
";
- The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 146
(Mon, Jun 29, 2020)
";
- Answering Listener Questions with Grant Bledsoe, Ep # 145
(Mon, Jun 22, 2020)
";
- Bankrupt in Just Two Weeks, Ep #144
(Mon, Jun 15, 2020)
";
- 4 Questions to Ask Yourself If You Are Offered an Early Retirement Package, Ep #143
(Mon, Jun 08, 2020)
";
- Are You a Prudent Pessimist? Ep # 142
(Mon, Jun 01, 2020)
";
- Economic Effects of the Coronavirus, Ep #141
(Mon, May 25, 2020)
";
- How Did Oil Prices Drop to Negative Numbers? with Dan Eberhart, Ep # 140
(Mon, May 18, 2020)
";
- How to Get a Refund for Your Cancelled Plans, Ep # 139
(Mon, May 11, 2020)
";
- 8 Questions to Ask a Financial Advisor, Ep # 138
(Mon, May 04, 2020)
";
- Retirement Questions from Office Hours, Ep # 137
(Mon, Apr 27, 2020)
";
- Your Stimulus Check Questions Answered, Ep #136
(Mon, Apr 20, 2020)
";
- Spotting and Avoiding Coronavirus Scams, Ep # 135
(Mon, Apr 13, 2020)
";
- What You Need to Know About Buying the Dip with Lawrence Hamtil, Ep # 134
(Mon, Apr 06, 2020)
";
- What You Need to Know About the Coronavirus Stimulus Package, Ep # 133
(Mon, Mar 30, 2020)
";
- Living Off Your Savings: How to Turn Assets Into Retirement Income, Ep # 132
(Mon, Mar 23, 2020)
";
- Living Off Your Savings: How to Deal With a Bear Market, Ep # 131
(Mon, Mar 16, 2020)
";
- Living Off Your Savings: How Do I Cover My Spending in Retirement? Ep # 130
(Mon, Mar 09, 2020)
";
- Living Off of Your Savings: How to Create a Retirement Budget, Ep # 129
(Mon, Mar 02, 2020)
";
- Are You Paying for Tax Prep That Should Be Free? Ep # 128
(Mon, Feb 24, 2020)
";
- What to do When a Stock Goes Parabolic, Ep #127
(Mon, Feb 17, 2020)
";
- 3 Tips to Avoid Penalties on Early Retirement Withdrawals, Ep #126
(Mon, Feb 10, 2020)
";
- Questions and Answers from the SECURE Act Webinar, Ep # 125
(Mon, Feb 03, 2020)
";
- Estate Planning Strategies to Preserve IRA’s with John Ross, Ep #124
(Mon, Jan 27, 2020)
";
- How Bonds Work, Ep # 123
(Mon, Jan 20, 2020)
";
- Free Training January 23rd – The SECURE Act and Your Retirement
(Sat, Jan 18, 2020)
";
- How the Secure Act May Affect Your Retirement Plans, Ep #122
(Mon, Jan 13, 2020)
";
- My 2019 Resolution Fails and What You Can Learn From Them, Ep # 121
(Mon, Jan 06, 2020)
";
- Tweak Your Retirement Strategies to Create an Epic Retirement Plan [Rebroadcast]
(Mon, Dec 30, 2019)
";
- Top 6 Easily Avoidable Retirement Mistakes [Rebroadcast]
(Mon, Dec 23, 2019)
";
- What’s Your Retirement Planning Process? with Jason Parker [Rebroadcast]
(Mon, Dec 16, 2019)
";
- 5 Easy Steps to be a 401k Millionaire [Rebroadcast]
(Mon, Dec 09, 2019)
";
- My Favorite Retirement Podcasts [Rebroadcast]
(Mon, Dec 02, 2019)
";
- Are Bonds Worth Buying in Retirement? Ep # 115
(Mon, Nov 25, 2019)
";
- This CIO Only Owns One Mutual Fund with Peter Lazaroff, Ep # 114
(Mon, Nov 18, 2019)
";
- Wave Good-Bye to the Donut Hole and Other Changes to Medicare in 2020, Ep # 113
(Mon, Nov 11, 2019)
";
- The Importance of Having Friends in Retirement, Ep # 112
(Mon, Nov 04, 2019)
";
- It’s Roth Conversion Season, Ep #111
(Mon, Oct 28, 2019)
";
- Are Health Sharing Plans Worth the Risk? Ep #110
(Mon, Oct 21, 2019)
";
- Will a Trump Impeachment Crash Your Retirement? Ep # 109
(Mon, Oct 14, 2019)
";
- Annuities for Retirees: Are They a Good Option? Ep #108
(Mon, Oct 07, 2019)
";
- What is the Best Choice of Health Insurance Before Medicare? Ep #107
(Mon, Sep 30, 2019)
";
- How to Use the Bucket Strategy for Retirement, Ep #106
(Mon, Sep 23, 2019)
";
- Retirement Lessons from a 4-Hour Commute, Ep # 105
(Mon, Sep 16, 2019)
";
- How to Protect Yourself Against a Social Security Scam, Ep # 104
(Mon, Sep 09, 2019)
";
- Why I Hate the FIRE Movement, Ep # 103
(Mon, Sep 02, 2019)
";
- How to Retire Abroad with David Jacoby, Ep # 102
(Mon, Aug 26, 2019)
";
- How to Navigate the Upcoming Changes in Medicare Supplement Plans with Danielle Roberts, Ep # 101
(Mon, Aug 19, 2019)
";
- How to Offset the Rising Costs of Long-Term Care Insurance Premiums, Ep # 100
(Mon, Aug 12, 2019)
";
- What Can a Mullet Teach us About Portfolio Distribution? Ep #99
(Mon, Aug 05, 2019)
";
- Donor-Advised Funds, Tax Planning in Retirement, and Roth IRA’s Ep #98
(Mon, Jul 29, 2019)
";
- What to do with Multiple Retirement Accounts, Ep #97
(Mon, Jul 22, 2019)
";
- 4 Tips for Tax Beneficial Charitable Giving with John Madison, Ep #96
(Mon, Jul 15, 2019)
";
- $110,000 per Household is Lost by Poor Social Security Timing, Ep # 95
(Mon, Jul 08, 2019)
";
- Set it and Forget it! A Rallying Cry for Target Date Funds, Ep # 94
(Mon, Jul 01, 2019)
";
- Tweak Your Retirement Strategies to Create an Epic Retirement Plan, Ep #93
(Mon, Jun 24, 2019)
";
- How to Add Exercise to Your Retirement Lifestyle with Pete McCall, Ep # 92
(Mon, Jun 17, 2019)
";
- Will You Need Life Insurance in Retirement? Ep # 91
(Mon, Jun 10, 2019)
";
- Do You Have Moldy Money Laying Around? Ep #90
(Mon, Jun 03, 2019)
";
- Life Planning in Retirement with George Kinder, Ep #89
(Mon, May 27, 2019)
";
- What’s Your Retirement Planning Process? with Jason Parker, Ep #88
(Mon, May 20, 2019)
";
- My Favorite Retirement Podcasts, #87
(Mon, May 13, 2019)
";
- Should You Really Sell in May and Go Away? Ep # 86
(Mon, May 06, 2019)
";
- Triplets on 24 Hours Notice – Our Adoption Story
(Tue, Apr 23, 2019)
";
- How a Diversified Investment Strategy Will Help You Keep a Level Head, Ep #84
(Mon, Apr 22, 2019)
";
- Will Retiring Baby Boomers Crash the Market? Ep # 83
(Mon, Apr 15, 2019)
";
- Will Your Kids Ruin Your Retirement? Ep #82
(Mon, Apr 08, 2019)
";
- Retirement Rehearsal (Revisited) Ep #81
(Mon, Apr 01, 2019)
";
- Why I Won’t Work With Your Kids, with Shannah Game Ep #80
(Mon, Mar 25, 2019)
";
- Do You Need Bernie Madoff Insurance? Ep #79
(Mon, Mar 18, 2019)
";
- How Can a Forcing Mechanism Improve Your Retirement?, Ep #78
(Mon, Mar 11, 2019)
";
- Are You Aware of the Top 10 Scams Targeting Seniors? Ep #77
(Mon, Mar 04, 2019)
";
- How to Survive Grey Divorce and Being Single in Retirement with Sara Stanich, Ep #76
(Mon, Feb 25, 2019)
";
- How to Get the Most Out of Your Employer-Sponsored Retirement Plan with Aaron Pottichen, Ep #75
(Mon, Feb 18, 2019)
";
- Change Your Tax Status by Changing Your Domicile Ep #74
(Mon, Feb 11, 2019)
";
- What We Can Learn From The Time Use And Happiness of Millionaires, Ep #73
(Mon, Feb 04, 2019)
";
- How John Bogle Put Money In Your Pocket, Even If You’ve Never Invested With Vanguard, Ep #72
(Mon, Jan 28, 2019)
";
- Listener Submitted Retirement Questions (Asked & Answered #3), Ep #71
(Mon, Jan 21, 2019)
";
- Are Children Responsible For Their Parent’s Debts?, Ep #70
(Mon, Jan 14, 2019)
";
- How Your Best Year Ever Could Happen in 2019, Ep #69
(Mon, Jan 07, 2019)
";
- Podcast Goals For 2019 – And An Exciting Personal Update, Ep #68
(Sat, Dec 15, 2018)
";
- Simple Tax Strategies For Retirees In 2018
(Sat, Dec 01, 2018)
";
- Become Wealthy by Doing What The Wealthy Do, with Sarah Stanley Fallaw, Ep #66
(Thu, Nov 15, 2018)
";
- Chris Hogan: How Ordinary People Built Extraordinary Wealth – and How You Can Too
(Thu, Nov 01, 2018)
";
- Whats the Worst Investment You’ve Ever Seen? 4 Advisors Weigh in
(Mon, Oct 15, 2018)
";
- Rewire Your Retirement – An Interview with Jamie Hopkins
(Mon, Oct 01, 2018)
";
- Retiring After 70 Part 2
(Sat, Sep 15, 2018)
";
- Retiring After 70 Part 1
(Sat, Sep 01, 2018)
";
- How to Buy a Timeshare: A Beginner’s Guide
(Wed, Aug 15, 2018)
";
- Immediate Annuities, Friend or Foe?
(Wed, Aug 01, 2018)
";
- The Road to Hell is Paved With Yield
(Sun, Jul 15, 2018)
";
- Dealing With Skyrocketing Long Term Care Insurance Premiums
(Sun, Jul 01, 2018)
";
- Medicare is Going Broke!! (And Other Exaggerations)
(Fri, Jun 15, 2018)
";
- Top 6 Easily Avoidable Retirement Mistakes
(Fri, Jun 01, 2018)
";
- Are You Ready to ROCK Retirement?
(Tue, May 15, 2018)
";
- Getting a Mortgage in Retirement
(Tue, May 01, 2018)
";
- The Pros and Cons of Selling Your Life Insurance
(Sun, Apr 15, 2018)
";
- Intro to Retirement Starts Today Radio
(Fri, Oct 23, 2015)
";
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