Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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Should I Pay Off My Mortgage Early or Invest?
15 mins; March 20, 2023
*EXTRA Episode* - 10 Minutes for the Next 50 Years Of Retirement (Story)
10 mins; March 16, 2023
3 Tips On Perspective When Investing To Retire Early
17 mins; March 13, 2023
How To Create The Perfect Asset Allocation
15 mins; March 06, 2023
How To Plan When There Is A Significant Age Gap Between Spouses
21 mins; February 27, 2023
5 Tips From My Wealthiest Clients On How They Retired Early
19 mins; February 20, 2023
How To Pay Less Taxes (or 0%): Tax-Gain Harvesting v. Roth Conversions
21 mins; February 13, 2023
Quick Tax Tips To Reduce IRMAA Surcharges & The Impact On Roth Conversions
15 mins; February 06, 2023
A Beginner's Guide To Real Estate Investing In Retirement (Worth It?)
19 mins; January 30, 2023
Top 5 Options for Health Insurance If You Retire Early
16 mins; January 23, 2023
3 Tips To Retire Early And Not Run Out of Money
16 mins; January 16, 2023
A Complete Guide To A Successful Retirement (Client Stories)
12 mins; January 09, 2023
8 Key Considerations in 2023 (and what to AVOID)
16 mins; January 02, 2023
7 Tips To Optimize Your Money Before Year-End (Checklist)
11 mins; December 26, 2022
How To Avoid The #1 Retirement Mistake & Create True Financial Freedom
22 mins; December 19, 2022
How You Can Maximize Retirement Income Before 59.5 (don't pay extra taxes and penalties)!
18 mins; December 12, 2022
A Complete Guide To Tax Savings With Charitable Giving (HUGE Tax Deduction)
18 mins; December 05, 2022
How Much "Safe" Money Do You Need At All Times?
17 mins; November 28, 2022
How To Build A Customized All-Weather Investment Portfolio
15 mins; November 21, 2022
Top 5 Retirement Mistakes To Avoid (From My Clients)!
16 mins; November 14, 2022
Everything You Need To Know To Retire Before Age 65
21 mins; November 07, 2022
How To Use Your IRA To Take Advantage Of This Market Downturn
15 mins; October 31, 2022
Top 3 Early Retirement Myths (Don't Spend Time/Energy Thinking About These)
17 mins; October 24, 2022
3 Ways To Create Tax-Free Income (Yes, 0% Taxes)
21 mins; October 17, 2022
This Is Why You Shouldn't Only Own The S&P 500 Index
18 mins; October 10, 2022
What No One Tells You About Creating Financial Freedom
10 mins; October 03, 2022
How To Know When To Stop Working
10 mins; September 26, 2022
Where To Pull Income From When You Retire Early
18 mins; September 19, 2022
5 Most Important Parts Of A Successful Financial Plan
13 mins; September 12, 2022
When You Should & Should NOT Hire A Financial Advisor
18 mins; September 05, 2022
How To Determine How Much You Want To Spend In Retirement
11 mins; August 29, 2022
5 Tips To Prepare for Retirement (While You're Working)
11 mins; August 22, 2022
Why Should You Consider An Early Retirement? A Real-Life Story
18 mins; August 15, 2022
Retirement 101 - What Are The Primary Issues To Consider Before I Retire?
18 mins; August 08, 2022
Retire Sooner - How To Know When You Should Stop Working
12 mins; August 01, 2022
The #1 Retirement Secret - When To Stop Saving For Retirement
9 mins; July 25, 2022
Retirement Activities - The Most Fulfilling Activities For a Meaningful Retirement
10 mins; July 18, 2022
Retirement Planning with Roth IRAs - The Amazing Benefits of Roth IRAs in Retirement
9 mins; July 11, 2022
Social Security Benefits - How To Optimize Your Retirement Income
11 mins; July 04, 2022
A Complete Guide To Surviving Bear Markets
11 mins; June 27, 2022
Special Announcement - I'm Featured on the Ready for Retirement Podcast!
4 mins; June 21, 2022
Retirement Tax Planning - 5 Tax Opportunities To Consider Every Year
12 mins; June 20, 2022
Personal Finance in Retirement - How To Maximize Your Retirement Finances
12 mins; June 13, 2022
Retirement Accounts - 401(k) v. Roth 401(k) - What's Better For Your Situation?
12 mins; June 06, 2022
Retirement Portfolio - Why & How You Should Rebalance Your Portfolio
12 mins; May 30, 2022
5 Things I Wish I Knew About Money When I Was Younger
9 mins; May 23, 2022
Retirement Projections - Don't Depend On A Monte Carlo Analysis To Retire
10 mins; May 16, 2022
Retirement Income - How To Optimize Your Finances In Retirement
12 mins; May 09, 2022
Financial Freedom - How Much Money Do You Need To Be "Money Free"?
11 mins; May 02, 2022
Bear Markets in Retirement - A New Way To Think About Market Downturns
10 mins; April 25, 2022
Retirement Investing - 5 Tips To Know
13 mins; April 18, 2022
Early Retirement - 3 Key Rules To Retire Early
11 mins; April 11, 2022
Retirement Annuities: Should I Buy An Annuity For Guaranteed Income?
11 mins; April 04, 2022
Investing Strategy Tip - Should I Just Buy & Hold My Investments?
12 mins; March 28, 2022
Retirement Goals - How To Prioritize Your Financial Goals
14 mins; March 21, 2022
Tax Planning In Retirement - How To Save On Taxes
15 mins; March 14, 2022
Roth Conversions Before Retiring: The Secret To Minimizing Your Taxes
16 mins; March 07, 2022
Retirement Tips - 5 Tips To Retire Early
14 mins; February 28, 2022
Investing Tips - A Complete Guide To Investing in Retirement
9 mins; February 21, 2022
Retirement Investing - Should I Own Cryptocurrency In My Retirement Portfolio?
9 mins; February 14, 2022
How I Invest My Own Money
11 mins; February 07, 2022
How Much Cash Do I Need On Hand?
8 mins; January 31, 2022
5 Tips To Become Financially Free
7 mins; January 24, 2022
Where Should I Save For A Down Payment?
8 mins; January 17, 2022
Should I Be In A 100% Stock Portfolio?
8 mins; January 10, 2022
When Should I Hire A Financial Planner?
11 mins; January 03, 2022
How To Beat Inflation
9 mins; December 28, 2021
4 Tips For Young Investors
8 mins; December 20, 2021
When Should I Buy A Home?
10 mins; December 13, 2021
The Ultimate Investor Cheat Sheet (Lessons & Stories)
11 mins; December 06, 2021
4 Easy Ways To Save On Taxes
11 mins; November 29, 2021
Why I Love Roth IRAs
12 mins; November 22, 2021
Should I Pay Off My Mortgage or Invest?
12 mins; November 15, 2021
When Do I Need Life Insurance?
9 mins; November 08, 2021
10 Things You Shouldn't Focus On (Financially)
12 mins; November 01, 2021
The Most Important Investment Decision You'll Likely Ever Make
11 mins; October 25, 2021
Should I Invest All At Once or Periodically?
10 mins; October 18, 2021
The 3 Levels of Wealth
9 mins; October 11, 2021
If You're Still Worried, You Aren't Wealthy
9 mins; October 04, 2021
Is The Stock Market Overvalued? (And Why You Don't Need To Worry)
11 mins; September 27, 2021
NFTs (Non-Fungible Tokens): How They Work & Should You Buy One?
12 mins; September 20, 2021
I Just Received $100k, What Should I Do?
8 mins; September 13, 2021
How Does The Stock Market Work?
13 mins; September 06, 2021
What Are Capital Gains? (And How To Keep More Of What You Make)
8 mins; August 30, 2021
Should I Hire A Financial Planner?
15 mins; August 23, 2021
How To View Your Taxes If You’re Self-Employed
9 mins; August 16, 2021
When Should I Start Saving For Retirement?
9 mins; August 09, 2021
Should I Just Invest In The S&P 500 Index?
9 mins; August 02, 2021
15 Year v. 30 Year Mortgage - Which Should I Do?
10 mins; July 26, 2021
Should I Invest In Bitcoin?
6 mins; July 19, 2021
Solo 401(k) v. SEP IRA: Which Is Best For Small Business Owners?
8 mins; July 12, 2021
How Risky Is The Stock Market?
7 mins; July 05, 2021
How Much Cash Is Too Much Cash?
5 mins; June 28, 2021
Professional Athletes: Here's How To Manage Your Finances
6 mins; June 21, 2021
Should I Invest In Individual Stocks?
8 mins; June 14, 2021
Health Savings Account v. Flexible Savings Account
6 mins; June 07, 2021
Should I Invest When Saving For A Home?
10 mins; May 31, 2021
Employee Benefits (Part 2): Important Questions to ask HR Dept.
5 mins; May 24, 2021
Employee Benefits (Part 1): Investment Questions to ask your HR Dept.
6 mins; May 17, 2021
401(k) v. Roth 401(k): Which Should I Use?
6 mins; May 10, 2021