Your Money, Your Wealth

500 Episodes

1. What To Do With Your Employer-Sponsored Retirement Plan? - 449

   Published: 10/3/2023
2. Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448

   Published: 9/26/2023
3. Can You Shorten Your Working Years? - 447

   Published: 9/19/2023
4. DIY Early Retirement Planning - 446

   Published: 9/12/2023
5. Market Timing, Pension, & Roth Conversion Retirement Spitball - 445

   Published: 9/5/2023
6. What Are the Rules for Taking Money From a Roth IRA? - 444

   Published: 8/29/2023
7. Spitballing Retirement and Social Security for Worst Case Scenarios - 443

   Published: 8/22/2023
8. RSU, Mutual Funds, Bonds, and Annuities - 442

   Published: 8/15/2023
9. Early Retirement Withdrawals & Capital Gains Tax Explained - 441

   Published: 8/8/2023
10. Are Roth Conversions Really As Good as They Sound? - 440

    Published: 8/1/2023
11. $7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439

    Published: 7/25/2023
12. When Will You Be Able to Retire? - 438

    Published: 7/18/2023
13. Two Unspoken Assumptions About Collecting Social Security - 437

    Published: 7/11/2023
14. Invest or Pay Off the Mortgage? - 436

    Published: 7/4/2023
15. How to Maximize Your Inheritance: IRA Options and RMDs - 435

    Published: 6/27/2023
16. Ready to Retire? 5 Retirement Spitball Analyses - 434

    Published: 6/20/2023
17. Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

    Published: 6/13/2023
18. Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432

    Published: 6/6/2023
19. How to Calculate Your Retirement Needs in Future Dollars - 431

    Published: 5/30/2023
20. How to Consider Your Pension Options for Retirement - 430

    Published: 5/23/2023