Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
Can multiple rental property losses be written off against other properties or income? What are the
What part do taxes play in deciding to claim Social Security early? If Social Security creates too m
How statistically and practically difficult is market timing? Plus, Backdoor Roth vs Roth conversion
What are dollar-cost averaging and reverse dollar-cost averaging? Joe and Big Al explain as they ans
Should you use Roth contribution money to pay Roth conversion tax instead? Does the IRS really penal
What is a cap rate? What does cash-on-cash return mean? Joe and Big Al on rental real estate investi
Covered calls, preferred stocks, interest on series I bonds, required minimum distributions (RMD) fr
Should a trust be the beneficiary of your retirement accounts? Are withdrawal restrictions and requi
Early retirement, backdoor and mega-backdoor Roth conversions, paying tax on a conversion, asset loc
The psychology of retirement: what if you’ve saved enough and you’re financially ready to retire, bu
You’ve saved money for a house downpayment. Should you invest it in the stock market until you’re re
Learn how to get the biggest Social Security payment possible, whether you’re married, divorced, or
Spitballing Roth conversions: a conversion and pension lump sum strategy, converting vs. harvesting
Does the 5-year Roth clock start with every Roth conversion? Plus, a Social Security, Medicare, IRMA
Should those in the 35% tax bracket contribute to traditional 401(k) or Roth 401(k)? Should a self-e
How much company stock is too risky? Can I bonds be the "cash" in a portfolio? Would saving to a bro
Should you take your pension all at once in a lump sum when you retire or spread it out over monthly
How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth c
Can your investment portfolio be over diversified? How do dividends and net unrealized appreciation
Is there a step up in basis on (and advantage to) a joint tenants with rights of survivorship broker
