A Last Minute Feel-Good Way to Reduce Your 2017 Taxes


Elaine Martyn from Fidelity Charitable explains how donor-advised funds can help others and reduce your 2017 taxes. Retirement jitters, a retirement crisis, and 7 ways to teach your kids the value of saving for retirement to help them avoid both the jitters and the crisis. Plus, is there any way to undo rolling a 401(k) into a 403(b) annuity? And … Read more

Guest:  Elaine Martyn Elaine Martyn

Podcast #140

How To Live a Luxe Life & Still Save Money

The Luxe Strategist offers six secrets to splurging on nice things while still saving 50% of your income. Joe and Big Al cover the latest on Trump tax reform, the retirement crisis, 7 Retirement Catch Up Strategies for Lifelong Procrastinators, and why caller Maria maybe shouldn’t trade options. Plus, the fellas confess to their worst impulse purchases.

Show Notes

  • (00:47)
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Guest:  The Luxe Strategist The Luxe Strategist

Podcast #139

FIRE & The Retirement Manifesto: What Will You Do With Your Free Time?

Fritz Gilbert, blogger at TheRetirementManifesto.com, one of the fastest growing financial blogs on the internet, talks about the Financial Independence / Retire Early or FIRE movement, and how to make the most of your retirement. Also, three tax tricks just for retirees and more on the Trump Administration’s proposed tax reform. Plus, Joe and Big Al answer calls and emails

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Guest:  Fritz Gilbert The Retirement Manifesto Founder, Fritz Gilbert

Podcast #137

3 Dimensions of Expected Returns: Size, Price and Profitability

Apollo Lupescu of Dimensional Fund Advisors explains how risk and expected returns are affected by size, price, and profitability of a company, why the latest from President Trump shouldn’t affect our investing choices, how diversification can protect us from market downturns, and how our fear and greed have us tripping over our portfolios. Also, emails and phone calls on timing … Read more

Guest:  Apollo D. Lupescu Apollo D. Lupescu

Podcast #132

Mind The Gap: How To Make More Than You Spend In Retirement

J. David Stein, host of the Money for the Rest of Us podcast, on managing emotions when it comes to investing and market volatility, and how to Mind the Gap between income and spending in retirement. If that gap is too large, we’ve got 99 side hustles that can help you make some cash. Also, 6 Tax Planning Tips to … Read more

Guest:  J. David Stein j david stein

Podcast #131

How to Fix Retirement Savings and Social Security

Harvard Business School Senior Lecturer and Brookings Institution Senior Fellow Robert Pozen suggests fixing the retirement savings crisis with the Automatic IRA and using Progressive Indexing to fix Social Security. Joe and Big Al discuss 6 Ways to Survive Retirement Income Shock, recourse versus non-recourse loans, RMDs on annuities in a 401(k), the difference between stocks that pay dividends and
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Guest:  Bob Pozen Bob Pozen

Podcast #129

Exposing Wall Street Marketing BS

Alliance Director of Research and author, Larry Swedroe, exposes what he calls “Wall Street marketing BS” about active management, dollar cost averaging – which he says is a dumb strategy – and more. Plus, 5 Mistakes to Avoid in Retirement, an update on the Department of Labor Fiduciary Rule, and… Pikachu eggs.

Show Notes

  • (00:58) Department of
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Guest:  Larry Swedroe Larry Swedroe

Podcast #128

3 Retirement Tips from the Very Rich

Walter Updegrave from RealDealRetirement.com analyzed a recent survey of the needs, goals, and concerns of very wealthy investors, and shares some useful retirement tips from the very rich for the rest of us. Also, 12 common sources of tax-free income, 4 tax breaks that may be on the chopping block, the basics of Medicare, and Medicare mistakes. Plus, Joe still … Read more

Guest:  Walter Updegrave Walter Updegrave

Guest:  Jason Thomas

Podcast #126

Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau

Dr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401(k) into an IRA, long-term care tax strategies, the latest on the Department … Read more

Guest:  Wade Pfau Wade pfau

Podcast #117