More Podcasts
Tanja Hester (OurNextLife.com, award-winning financial independence blog) talks about her new book, Work Optional: Retire Early the Non-Penny-Pinching Way. Joe and Big Al answer questions about whether kids will inherit a Roth IRA tax-free, the rules around a traditional IRA transer, investing in a Vanguard target date fund, and where to safely invest for growth. […]
Nationally recognized investing expert Paul Merriman makes the case that owning just two funds for life is a “home-run” investing strategy for some investors. Plus, Joe and Big Al answer your money questions: how should teachers, and others without Social Security or pension, save for retirement? How do you record flexible spending account contributions on your taxes? […]
Larry Swedroe from Buckingham Strategic Wealth talks about his 16th book, Your Complete Guide to a Successful and Secure Retirement. Larry discusses the two biggest retirement mistakes, and what he calls the five horsemen of the retirement apocalypse. Plus, is there a way to consolidate your investment portfolio before you retire and avoid paying capital […]
Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) provides insight on what happened in the market in 2018 and her outlook for 2019. Liz Ann discusses the causes of recent market volatility, the Fed funds rate, the possibility of a recession in 2019 and what investors should do now. Plus, Joe and Big […]
Devin Carroll (Big Picture Retirement podcast, Social Security Intelligence blog) explains how sex could save Social Security and the surprising effect that immigration has on your Social Security benefits. Plus, Joe and Big Al answer your questions: How should I diversify from a single highly appreciated asset? And one of the most common questions: will […]
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 […]
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 […]
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 to […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Best-selling author, retirement expert and fluent backward-speaker Jan Cullinane lets us in on how many of the Seven Secrets for a Happy, Successful Retirement have to do with money, and how many don’t. You won’t have to understand backward-speak to get it! Big Al’s got a whole new mindset for happiness after visiting South America, […]
