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3 Innovative Ways to Reduce Debt – 127
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
Podcast #127 :
3 Retirement Tips from the Very Rich – 126
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
Guest:
Jason Thomas
Podcast #126 :
Finance for Normal People – 125
Meir Statman, professor of finance at Santa Clara University and author of Finance For Normal People: How Investors and Markets Behave tells Joe and Big Al how smart people can avoid doing stupid things when it comes to investing. Also, are you house rich but cash poor as you approach retirement? The fellas have some strategies for making use of … Read more
Guest:
Meir Statman
Podcast #125 :
6 Simple Reasons You Should Balance Your Life – 124
Scott Ford, co-author of “The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life” tells Joe and Big Al how he and co-author Ron Carson achieved the ultimate goal: faster business growth and a better work/life balance. Now you can learn these 6 reasons you should balance your life and how to do it. Joe and Al also
… Read moreGuest:
Scott Ford
Podcast #124 :
Top 10 Tax Saving Strategies – 123
The top 10 tax saving strategies of the last 25 years. From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in … Read more
Podcast #123 :
Is Stock Picking Dying Because There Are Fewer Stocks? – 122
Financial researcher Larry Swedroe offers several reasons you may not be getting the returns you’ve enjoyed in the past, and he challenges Jason Zweig’s assertion in the Wall Street Journal that it’s because there are fewer stocks to choose from. Plus, 4 Ways To Reduce RMD Taxes – what are QCDs and QLACs, anyway? And, can you retire at 60 … Read more
Guest:
Larry Swedroe
Podcast #122 :
Are You Retirement Ready? Calculate Your Power Percentage To Find Out – 121
USA Today columnist Pete The Planner explains how to calculate your Power Percentage for retirement readiness, and how to set house rules to get on the path to a successful retirement. Plus, 8 benefits of claiming Social Security later, how a Roth 401(k) may give you more purchasing power in retirement than a traditional 401(k), and Joe wants to … Read more
Guest:
Pete the Planner
Podcast #121 :
Money Secrets of the Super Wealthy With Paul Sullivan – 120
Paul Sullivan, author of “The Thin Green Line: The Money Secrets of the Super Wealthy” tells Joe and Big Al how the decisions you make about your money can put YOU in the wealthy club. Plus, how should you prepare for President Trump’s “biggest tax cut ever?” 3 things you may be getting wrong about retirement planning, and international taxation … Read more
Guest:
Paul Sullivan
Podcast #120 :
Want To Be Stacking Benjamins? Do Nothing – 119
Guest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discuss what the Department of Labor fiduciary ruling means to you, and 10 steps to get ready for retirement. They also answer questions about saving for retirement as a … Read more
Guest:
Joe Saul-Sehy
Podcast #119 :
7 Mistakes New Real Estate Investors Make – 118
Alex Goldstein, the author of “No Nonsense Real Estate,” offers 7 Mistakes New Real Estate Investors Make. Joe and Big Al discuss 3 ways to sell your real estate, Social Security taxation, and 7 Social Security mistakes to avoid. Plus, potential ways to fund Trump tax reform, and who pays for weddings these days?
Show Notes
- Trump Tax Reform: How
Guest:
Alex Goldstein
Podcast #118 :
Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau – 117
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
Podcast #117 :
Beat the Market, Save, Retire at 30? – 116
From stock picking to retiring at 30, Rob Berger spills secrets learned in 10 years hosting The Dough Roller Money Podcast. Joe and Big Al talk about market volatility caused by President Trump’s potential tax cuts, health care plan, and proposed budget and they cover 5 “fatal error” type inherited IRA mistakes, the merits of Star Wars merch, Johnny Depp’s … Read more