Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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#045 - Will the 8.7% 2023 Social Security Cost of Living Adjustment apply to me?
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2022-10-20
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#044 - Q&A edition...RMDs on inherited IRAs, deducting LTC expenses, planning for unknowns and MORE!
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2022-10-13
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#043 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 2 of 2)
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2022-10-06
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#042 - Everything you wanted to know about reverse mortgages, with Josh Blum (Part 1 of 2)
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2022-09-29
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#041 - The Net Investment Income Tax and how it may impact your retirement planning
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2022-09-22
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#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
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2022-09-15
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#039 - Health insurance options if you're retired and not yet eligible for Medicare
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2022-09-08
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#038 - Understanding Affordable Care Act ("ACA") health insurance and premium tax credit subsidies
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2022-09-01
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#037 - There's a lot value in retirement planning, but it can't actually be measured
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2022-08-25
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#036 - Q&A edition...Roth conversion optimization, tax on crypto, when to start annuity payments and more!
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2022-08-18
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#035 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 2 of 2)
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2022-08-11
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#034 - Everything you wanted to know about long term care insurance, with Kerry Peabody (Part 1 of 2)
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2022-08-04
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#033 - Summary of different portfolio withdrawal strategies
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2022-07-28
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#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
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2022-07-21
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#031 - What is a bond ladder?
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2022-07-14
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#030 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 2 of 2)
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2022-07-07
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#029 - Dividend Investing and Equity Income Strategies, with Chris D'Agnes (Part 1 of 2)
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2022-06-30
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#028 - What is a LIRP, or Life Insurance Retirement Plan?
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2022-06-23
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#027 - What is Modified Adjusted Gross Income, or MAGI?
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2022-06-16
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#026 - Highlights of the 2022 Social Security Trustees Report
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2022-06-09
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