An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make w
It's an election year. As a result, many retirement investors believe that the market MUST be in for
The U.S. national debt recently crossed $34 trillion. Without causing some serious pain, paying off
With over 300,000 in the U.S., finding a financial advisor is easy. On the other hand, properly eval
Today I'm talking about stock market predictions. Specifically, I'm sharing: ‣ What happened in the
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024. I'm also sharing my f
Year-end is a popular time for tax planning strategies. Roth conversions. Charitable gifts. Squeezin
Navigating the Medicare world is confusing and challenging. As a result, many retirees make Medicar
In part two of my series on bonds, I'm tackling three BIG questions: 1.) With cash yielding 5%, does
Bonds are down 20%+ over the past three years. Meanwhile, riskier asset classes (like U.S. stocks)
Today I'm sharing nine fun facts about the economy, markets, and retirement. Along with being ent
Everyone should freeze their credit. But most retirement savers I talk to have not tackled this simp
Last June, inflation hit a 40-year high of 9.1%. Since then, it’s been falling month over month, hit
Year after year, investors underperform the funds they invest in by almost 2%. 🤯 Not because of fee
Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year prior. A
In this episode, we're answering listener questions! Specifically, guest host Jeremy Schneider is an
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score. After bei
Today we're talking about the Backdoor Roth IRA. Specifically, guest host Jeremy Schneider is sharin
If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information?
Today I'm discussing a new retirement withdrawal strategy. The strategy is simple + allows retirees
What separates a good investment from a bad one? How do you evaluate different investment options? W
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