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Your Retirement Podcast

Jul 29, 2021

Up 300 one day, down 500 the next… open high and close low…  
So why do the stock markets continue to mimic a roller coaster?  And, just how much does the President and his administration impact the markets? 
What does history reveal for how well the markets have fared under either party? And, what could this mean...


Jul 23, 2021

  • The “why” behind a Roth conversions
  • The rules and limits to Roth accounts
  • Why tax-free is always better than tax-deferred


Jul 14, 2021

  • Retirement planning yesterday and retirement planning today
  • Timing your retirement
  • Making sure you have the overlooked pieces of retirement covered


Jul 8, 2021

  • How life expectancy and loved ones impact this decision
  • Understanding your entire retirement income scenario
  • How taxes play their role


Jul 1, 2021

  • Hiring an advisor who is not a fiduciary
  • Choosing an advisor with the wrong specialty
  • And much more!