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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 :

How To Rescue Yourself From Hitting Financial Rock Bottom

Financial Lifeguard, Christine Luken, explains how she used Mindful Money Management to rescue herself when she hit financial rock bottom, and how you can, too. Joe and Big Al answer questions on when the magic of compounding is gonna kick in, Roth conversions, required minimum distributions, and how Trump tax reform will affect both. Plus, paying off the mortgage in … Read more

Guest:  Christine Luken Christine Luken

Podcast #136 :

Trump Tax Reform: More Jobs, Fairer Taxes, Bigger Paychecks?

Will the changes to tax brackets, deductions, exemptions, the alternative minimum tax, estate tax, individual taxes, small business taxes, corporate taxes and expenses in Donald Trump’s “Unified Framework For Fixing Our Broken Tax Code” proposal provide more jobs, fairer taxes, and bigger paychecks as promised? Plus, Important Steps to Take in the Last 10 Years Before Retiring, and the financial … Read more

Podcast #135 :

Millennial Money Founder Side-Hustled to a Million in 5 Years

Millennial Money founder Grant Sabatier on how extreme saving and the art of the side hustle took him from $2.26 in the bank to a net worth of $1 million in just 5 years. Plus, 7 things YOU should do to become a millionaire, what Trump’s tax plan means for the middle class, whether you should pay off the mortgage … Read more

Guest:  Grant Sabatier Grant Sabatier

Podcast #134 :

The Truth About Reducing Your Taxes Through Charitable Giving

In the aftermath of natural disasters at home and abroad, Elaine Martyn from Fidelity Charitable explains how donor-advised funds can make for tax efficient, high-impact giving. Plus, how to protect yourself from identity theft following the Equifax security breach, financial tips for the five stages of your relationship, soap opera estate planning, Joe and Big Al’s beer tastes, and biker … Read more

Guest:  Elaine Martyn Elaine Martyn

Podcast #133 :

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 Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130 :

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 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 :

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 Jason1tansparent

Podcast #126 :