Investing

Ep. 47 – Should You Relocate in Retirement? July 11, 2024 buzzsprout artwork
Ep. 46 – Should I “Die with Zero?” June 27, 2024 buzzsprout artwork
Ep. 45 – Should I Invest in my Company Stock? June 13, 2024 buzzsprout artwork
Ep. 44 – How Much Will I Spend in Retirement? May 30, 2024 buzzsprout artwork
Ep. 43 – Stop Planning for a “Normal” Retirement Age May 16, 2024 buzzsprout artwork
Ep. 42 – Wealth Protection and Transfer in a Blended Family (with Tim & Alexis Woodward) May 02, 2024 buzzsprout artwork
Ep. 41 – Blending & Building Wealth in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) April 18, 2024 buzzsprout artwork
Ep. 40 – What this election year means for your investment portfolio April 04, 2024 buzzsprout artwork
Ep. 39 – Are you getting too conservative too early before retirement? March 21, 2024 buzzsprout artwork
Ep. 38 – Leveraging legislative changes to maximize your company retirement plans (w/ Alex Jenkins from NestEggs) March 07, 2024 buzzsprout artwork
Ep. 37 – 3 flexible retirement withdrawal strategies to maximize spending during your lifetime February 22, 2024 buzzsprout artwork
Ep. 36 – Asset location to improve tax efficiency in retirement February 08, 2024 buzzsprout artwork
Ep. 35 – Using a reverse mortgage as part of your retirement income strategy January 25, 2024 buzzsprout artwork
Ep. 34 – Top investment mistakes retirees have made since 2020 January 11, 2024 buzzsprout artwork
Ep. 33 – My sincere gratitude, plus a few tax planning observations as we close out 2023 December 28, 2023 buzzsprout artwork
Ep. 32 – Tactical ways to reduce your anxiety transitioning from saving to spending in retirement December 14, 2023 buzzsprout artwork
Ep. 030 – The ONE Reason NOT to Touch Your Retirement Savings December 04, 2023 buzzsprout artwork
Ep. 31 – Nontraditional retirement planning using real estate, tax planning, and end of year charitable gifting opportunities (featuring Brady Slack) November 30, 2023 buzzsprout artwork
Ep. 30 – Is it harder to go from spender to saver pre-retirement, or saver to spender in retirement? (Featuring Cody Garrett) November 16, 2023 buzzsprout artwork
Ep. 29 – Is the 60/40 portfolio dead for retirement planning? November 02, 2023 buzzsprout artwork