Category: Podcast

Ep 105: Paying Off the Mortgage, Convincing a Spouse to Retire, Taxes on Inheritance – Mailbag Episode

In today’s episode, we continue discussing and answering listener questions we’ve received. Scott will answer questions on paying off your home mortgage, navigating retirement discussions with your partner, and leaving behind an inheritance for your children. Listen in as you may find yourself asking a similar question, in a similar scenario, or able to take the strategies discussed to help improve your financial picture!

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Ep 104: Are You Planning For THIS Retirement Cost?

Effective retirement planning involves not only knowing your sources of income, such as Social Security but also having a clear understanding of the expenses that will be incurred from that income. It’s very important to consider all potential costs to ensure a comfortable retirement. In Scott’s experience, there is one cost that many individuals tend to overlook or underestimate, and that’s what we’ll be discussing in today’s episode.

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Ep 103: Eye-Opening Results of the 2023 Retirement Confidence Survey

In today’s episode, we are going to look at the results of the 2023 Retirement Confidence Survey. Join us as Scott unpacks these surprising statistics, shares his takeaways, and reveals the insights they provide when it comes to retirement planning. Whether you are nearing retirement or have already retired, this episode is packed with valuable information.

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Ep 102: 7 Pre-Retirement Tax Questions in 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. In today’s episode, we’ll break down the 7 tax questions that people approaching retirement are asking.

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Ep 101: Roth Income Limits, Roth Conversions, Extra Savings And Spousal Social Security – Mailbag Episode

We’re going to dive into some listener questions today! In this mailbag episode, we’ll discuss the contrasts between Roth conversions and Roth contributions and clarify which of these options have income limits. We will also explore what to do if your 401k contributions are already maxed out. We’ll then wrap up with an insightful discussion on spousal Social Security benefits.

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Ep 100: 10 Lessons From Successful Retirees

To celebrate our 100th episode of the podcast, we’re going to share 10 lessons from retirees to help you and your retirement plan. These tips will help you build wealth, reduce stress during the planning process and retire with confidence. So, whether you’re retired or not, this episode will be packed with valuable lessons for folks of all ages.

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Ep 99: Is a 401(k) The Right Savings Tool For Retirement?

When it comes to saving for retirement, many people automatically turn to the 401(k) as their go-to account. But is it really the best option for everyone? While the 401(k) is certainly a powerful tool, it may not be the best choice for all your retirement savings. In this episode, we’ll explore the pros and cons of 401(k) plans and introduce alternative retirement savings options that can help diversify your portfolio and provide flexibility for your retirement.

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Ep 98: Financial Planning Considerations When Between Jobs

Finding yourself between jobs can be frustrating. Whether you were fired, laid off, or just had to step away of your own choosing, change can feel challenging, but can also present exciting opportunities. In today’s episode, we’re going to talk about changing careers and cover five financial planning considerations when transitioning into a new job.

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