147 Episodes

  1. #007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?

    Published: 1/27/2022
  2. #006 - What's a "backdoor" Roth?

    Published: 1/20/2022
  3. #005 - Will I have to pay extra Medicare premiums?

    Published: 1/14/2022
  4. #002 - What's the 4% Rule?

    Published: 1/14/2022
  5. #004 - Should I rollover my employer retirement plan?

    Published: 1/14/2022
  6. #003 - Should I take my pension as payments or a lump sum?

    Published: 1/14/2022
  7. #001 - How much money do I need to retire?

    Published: 1/14/2022

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!