7 Changes to Social Security You Need to Know

Seven new changes to your Social Security benefits – Joe and Big Al talk about the good and the bad. Plus, how small business owners may be in danger of screwing up their Social Security, how the new tax law lets you save big money if you’re taking required minimum distributions, and Joe’s fear of commitment is further cemented by … Read more

Podcast #152

Opportunities, Challenges and Tricks Coming from Trump’s New Tax Law

Joe and Big Al weigh in on 10 retirement resolutions experts say you should make for 2018. We’ll learn some new opportunities, challenges and potential tricks coming out of President Donald Trump’s new tax law. We’ll find out the secrets to Big Al’s big wallet, and how Joe is unwillingly helping his boy Mikey cut expenses. And we’ll hear one … Read more

Podcast #150

Losing Money Sucks. Time for Asset Protection

Asset protection attorney Doug Lodmell has the secrets to keeping your money safe in the event of a lawsuit. Social Security benefits and 401(k) contributions are going up, but the 401(k) thing may also be a nightmare. Al’s got 6 myths about freezing your credit in the wake of the Equifax double debacle, and the fellas answer your emails on … Read more

Guest:  Doug S. Lodmell, J.D., LL.M. Doug Lodmell

Podcast #138

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

3 Innovative Ways to Reduce Debt

America’s Money Answers Man, Jordan Goodman, offers creative ways to reduce student loan debt, car loan debt and mortgage loan debt. Big Al lists 7 Facts About Your Roth IRA That You Didn’t Know. Jason Thomas, CFP® comes up with 5 Mistakes Retirees Make When Claiming Social Security. Answers on recovering IRA losses, early retirement account withdrawals, real estate investing … Read more

Guest:  Jordan Goodman Jordan Goodman

Podcast #127