An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make w
Today I’m talking about investing. Specifically, I’m joined by data scientist and author, Nick Maggi
Inflation jumped 8.5% through March. This is the highest reported level since 1981. 😬 It was also
Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: How to
Today I’m kicking off a 2-part series on Roth conversions. Specifically, here in part one, I’m break
Today I'm addressing inflation (again), war, and the risk of a recession. Specifically, I'm sharing:
Today I’m talking about Roth conversions. But instead of talking about why they’re so great... ...I'
Today I’m sharing what the recent spike in inflation will do to your tax bill. Why? Because the hig
Today I’m talking about inflation. In 2021, consumer prices rose 7%...the largest increase in 39 yea
Today I’m discussing the current stock market volatility. As of a couple days ago, U.S. stocks were
Today I'm tackling part 2 of our life insurance in retirement series. To help, friend and fellow fin
Today I'm kicking off our two-part series on life insurance. Specifically, I'll be tailoring these e
A near-record number of tech stocks have fallen by 50% or more from their one-year highs. Is this t
Today I'm talking about market forecasts and predictions. Why? Unlike the core principles that creat
Two weeks ago, my wife and I came home to a major water leak. We’ve been bouncing around between Air
The Social Security program currently pays more in benefits than it collects in revenue. If no chang
Today I’m sharing key findings from a 22-year study on investing in real estate. In general, there a
Today I’m sharing 11 surprising facts about tax planning, investing, and retirement. For example, if
Today I'm clearing up some confusion from a prior episode. I'm also tackling part 2 of our equity co
In 2018, GE stock traded at $7/share—an 85% drop from its all-time high. Who was hit the hardest?
Today I'm talking about inflation. While inflation has historically averaged ~3%, the most recent CP
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