Do These 9 Simple Things to Improve Your Retirement

Dr. Stephen Wendel, Head of Behavioral Science at Morningstar, talks about the challenges that keep us from making good investing decisions, and 9 simple actions we can take to create a better retirement for ourselves. Plus, a quick look at how companies helped get out the vote for the midterm elections and some market movers and shakers. And of … Read more

Guest:  Steve Wendel Dr. Stephen Wendel, Morningstar

Podcast #195

Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187

Can Risk Revolutionize How You Work?

Can risk revolutionize your work? Best selling author, entrepreneur and co-host of the Bad Crypto Podcast, Joel Comm, talks about his new book, The Fun Formula: How Curiosity, Risk-Taking, and Serendipity Can Revolutionize How You Work.

Show Notes

  • (01:20) Should I Quit My Corporate Job to Be a DJ?
  • (08:33) Joel Comm on The Fun Formula: How
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Guest:  Joel Comm Joel Comm

Podcast #179

50 Or Older? Don’t Skip These 5 Key Retirement Questions

7 Steps to Retire in 10 Years, 5 Key Retirement Questions You Need To Answer When You’re 50 Or Older, 10 Frequently Asked IRA Questions, and some questions answered, like, “The estate is in probate and the accounts are frozen, now what?” and “Where should you invest any extra money you have left over each month?” (Oh, and Joe and Read more

Podcast #177

Use This Quick Calculation to See If You’re on Track for Retirement

Are you on track for retirement? Big Al Clopine, CPA created a YMYW Quick Retirement Calculation Guide to help you find out. If you’re a little behind in your savings, Big Al also has 3 ways to get caught up. Wondering if Joe contributed anything to this episode?? That would be a yes! We’ve got questions and Joe’s got answers Read more

Podcast #176

How to Rock Retirement With The Retirement Answer Man

The Retirement Answer Man, Roger Whitney, CFP® talks about his book, Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future. Plus, in some states, you may be able to pay your state taxes as a charitable donation and get a tax deduction, but you might want to be careful with that. Read more

Guest:  Roger Whitney Roger Whitney

Podcast #175
How to Apply for Social Security

How to Apply for Social Security

Are you preparing to apply for your Social Security benefits? Follow along in this step-by-step walkthrough of how to apply for Social Security and when the best time is to do so.

There are several different ways to apply and don’t forget about applying for retirement, spousal, and Medicare benefits as well. Learn all the information you need to set … Read more

Jason Thomas

How Much Can You Really Spend in Retirement?

Retirement Researcher Dr. Wade Pfau explores the 4% rule for retirement withdrawals – just how much can you really spend in retirement? Joe and Big Al take on Dave Ramsey’s advice to pay off debt before saving for retirement, and they loudly debate the merits of real estate versus bonds in a portfolio. Also, IRA planning for the rest of … Read more

Guest:  Dr. Wade Pfau Wade pfau

Podcast #172

250 Creative Ways to Save and Make More Money

Nick Loper of Side Hustle Nation shares just a few of the 250 ways he’s found that everyone from millennials to baby boomers can make more money and trim expenses in this new era of creative entrepreneurship and freelance work – from shuttling booze to making some bread teaching people to make bread. Plus, Joe and Big Al do the … Read more

Guest:  Nick Loper Your Money, Your Wealth guest Nick Loper from SideHustleNation.com

Podcast #165

10 Commandments of Retirement from The Retirement Manifesto


Fritz Gilbert from TheRetirementManifesto.com shares his 10 Commandments for Retirement – well actually it’s 11, but that extra one is important! Plus, Big Al has 10 ways you can pay less in taxes this year, and in future years. And Trump’s steel and aluminum tariffs have set off more market moves, but could they also jack up the price of Read more

Guest:  Fritz Gilbert The Retirement Manifesto Founder, Fritz Gilbert

Podcast #160