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- 3 Key Predictors of Retirement Happiness - 523
(Tue, Apr 01, 2025)
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- Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522
(Tue, Mar 25, 2025)
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- What’s the Future of Social Security Under the New Administration? - 521
(Tue, Mar 18, 2025)
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- Haven't Yet Saved a Million. Can We Still Retire Early? - 520
(Tue, Mar 11, 2025)
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- What's a Safe Withdrawal Rate in Retirement? (So You Won't Run Out of Money) - 519
(Tue, Mar 04, 2025)
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- Should You Switch Retirement Contributions to Roth? - 518
(Tue, Feb 25, 2025)
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- 0% Capital Gains Tax vs. Roth Conversion vs.... a Cruise? - 517
(Tue, Feb 18, 2025)
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- Mutual Funds vs. ETFs, Bonds to Bourbon - 516
(Tue, Feb 11, 2025)
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- Financial Planning for Marriage, Separation, and Singlehood - 515
(Tue, Feb 04, 2025)
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- Deferred Comp, Roth Strategies, Asset Protection (and Gold) - 514
(Tue, Jan 28, 2025)
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- I Work in a Toxic Office. Can I Retire Early? - 513
(Tue, Jan 21, 2025)
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- Choosing the Right Investments for You - 512
(Tue, Jan 14, 2025)
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- Grow Your Wealth Tax-Free & Retire Sooner: YMYW Best of 2024 - 511
(Tue, Jan 07, 2025)
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- Defusing a Future Tax Bomb With Roth Conversions - 510
(Tue, Dec 31, 2024)
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- When to Claim Social Security and the Truth About Annuities - 509
(Tue, Dec 24, 2024)
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- Bonds and Annuities, Social Security and Retirement Spending - 508
(Tue, Dec 17, 2024)
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- 9 Answers to Boost Tax-Free Roth Retirement Income - 507
(Tue, Dec 10, 2024)
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- How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506
(Tue, Dec 03, 2024)
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- How to Retire ASAP - and Where to Save to Get There - 505
(Tue, Nov 26, 2024)
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- Rules for Inheritances and Making Roth Contributions for Others - 504
(Tue, Nov 19, 2024)
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- When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
(Tue, Nov 12, 2024)
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- Spitballing Early Retirement for the One Percenters - 502
(Tue, Nov 05, 2024)
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- How to Reduce the Widow’s Tax Penalty - 501
(Tue, Oct 29, 2024)
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- Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
(Tue, Oct 22, 2024)
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- How to Get Into Real Estate Investing, Spitballing Retirement - 499
(Tue, Oct 15, 2024)
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- Spend RMDs, or Reduce Distributions and Taxes With Roth Conversions? - 498
(Tue, Oct 08, 2024)
";
- Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497
(Tue, Oct 01, 2024)
";
- Age Plus 20 Rule for Retirement Contributions - 496
(Tue, Sep 24, 2024)
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- 3 Strategies to Pay Roth Conversion Taxes - 495
(Tue, Sep 17, 2024)
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- How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
(Tue, Sep 10, 2024)
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- How Much Money Do You Need to Retire ASAP? - 493
(Tue, Sep 03, 2024)
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- Exchange Funds Explained, Roth Conversion Timing - 492
(Tue, Aug 27, 2024)
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- Alternative Investments, Annuities, and Real Estate Syndications - 491
(Tue, Aug 20, 2024)
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- Can You Retire? Here’s How to Calculate How Much You Need - 490
(Tue, Aug 13, 2024)
";
- Good Tax Planning Can Save You HOW Much?! Find Out From IRA Guru Ed Slott, CPA - 489
(Tue, Aug 06, 2024)
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- Market Timing Retirement Withdrawals and Roth Conversions - 488
(Tue, Jul 30, 2024)
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- Should Siblings Take Out Life Insurance on Parents Before Inheriting $10M? - 487
(Tue, Jul 23, 2024)
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- How to Pay Less Tax and Invest for Retirement - 486
(Tue, Jul 16, 2024)
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- Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6
(Tue, Jul 09, 2024)
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- Spitballing Retirement From Apple to a Tax-Friendly State | YMYW Extra - 5
(Tue, Jul 02, 2024)
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- Spousal Social Security, Retirement Expenses and Roth Conversions | YMYW Extra - 4
(Tue, Jun 25, 2024)
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- Happily Ever After in Retirement? | YMYW Extra - 3
(Tue, Jun 18, 2024)
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- Spitballing Retirement During the Expensive Kid Years - 485
(Tue, Jun 11, 2024)
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- Roth Conversions vs. Required Minimum Distributions - 484
(Tue, Jun 04, 2024)
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- Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
(Fri, May 31, 2024)
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- Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483
(Tue, May 28, 2024)
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- FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482
(Tue, May 21, 2024)
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- Which Account Should Fund Living Expenses in Retirement? - 481
(Tue, May 14, 2024)
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- 401(k) vs. Roth: Where to Save for Retirement - 480
(Tue, May 07, 2024)
";
- Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
(Tue, Apr 30, 2024)
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- How to Manage Taxes When You Win the Lottery - 478
(Tue, Apr 23, 2024)
";
- What’s the Break-Even Point on Roth Conversions? - 477
(Tue, Apr 16, 2024)
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- Which Mortgage for Early Retirement? What is Private Credit? - 476
(Tue, Apr 09, 2024)
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- Is Your Retirement Withdrawal Rate Too High? - 475
(Tue, Apr 02, 2024)
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- How to Take the Uncertainty of Taxes Off the Table - 474
(Tue, Mar 26, 2024)
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- Does Your Financial Advisor Just Want to Collect Fees? - 473
(Tue, Mar 19, 2024)
";
- Will Roth Conversions Put You On Track to Retire Early? - 472
(Tue, Mar 12, 2024)
";
- How Much Should You Convert to Roth IRA? - 471
(Tue, Mar 05, 2024)
";
- Spitballing Retirement for Fat Wallets - 470
(Tue, Feb 27, 2024)
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- 401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
(Tue, Feb 20, 2024)
";
- How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
(Tue, Feb 13, 2024)
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- What Does Retirement Look Like for You? - 467
(Tue, Feb 06, 2024)
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- Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
(Tue, Jan 30, 2024)
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- Personal Finance 101: How to Teach Teens About Money - 465
(Tue, Jan 23, 2024)
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- Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
(Tue, Jan 16, 2024)
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- Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
(Tue, Jan 09, 2024)
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- Can You Retire Early at Age 50 or 60? - 462
(Tue, Jan 02, 2024)
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- Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
(Tue, Dec 26, 2023)
";
- How to Invest: Bonds, CDs, and Roth Conversions - 460
(Tue, Dec 19, 2023)
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- Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
(Tue, Dec 12, 2023)
";
- Retirement Spending and Timing Your Mortgage Payoff - 458
(Tue, Dec 05, 2023)
";
- How to Cut Your Taxes Before Year-End - 457
(Tue, Nov 28, 2023)
";
- How to Bridge the Gap to Retirement Income: Pension Spitball - 456
(Tue, Nov 21, 2023)
";
- Can High Earners Fund a Roth IRA Without Paying More Tax? - 455
(Tue, Nov 14, 2023)
";
- Is Our Retirement Savings Enough to Ever Retire? - 454
(Tue, Nov 07, 2023)
";
- No Retirement Advice or Recommendations, Just Spitballing - 453
(Tue, Oct 31, 2023)
";
- Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
(Tue, Oct 24, 2023)
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- Mega Backdoor Roth Conversion 5-Year Rule and Bond Investing - 451
(Tue, Oct 17, 2023)
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- Retirement Withdrawals: What's a Safe Distribution Rate? - 450
(Tue, Oct 10, 2023)
";
- What To Do With Your Employer-Sponsored Retirement Plan? - 449
(Tue, Oct 03, 2023)
";
- Low Mortgage Interest Rate vs. Future Gains: Is Trading Up Worth It? - 448
(Tue, Sep 26, 2023)
";
- Can You Shorten Your Working Years? - 447
(Tue, Sep 19, 2023)
";
- DIY Early Retirement Planning - 446
(Tue, Sep 12, 2023)
";
- Market Timing, Pension, & Roth Conversion Retirement Spitball - 445
(Tue, Sep 05, 2023)
";
- What Are the Rules for Taking Money From a Roth IRA? - 444
(Tue, Aug 29, 2023)
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- Spitballing Retirement and Social Security for Worst Case Scenarios - 443
(Tue, Aug 22, 2023)
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- RSU, Mutual Funds, Bonds, and Annuities - 442
(Tue, Aug 15, 2023)
";
- Early Retirement Withdrawals & Capital Gains Tax Explained - 441
(Tue, Aug 08, 2023)
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- Are Roth Conversions Really As Good as They Sound? - 440
(Tue, Aug 01, 2023)
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- $7M Tax-Free or $10M Retirement? Backdoor Roth or Lower Fees? - 439
(Tue, Jul 25, 2023)
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- When Will You Be Able to Retire? - 438
(Tue, Jul 18, 2023)
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- Two Unspoken Assumptions About Collecting Social Security - 437
(Tue, Jul 11, 2023)
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- Invest or Pay Off the Mortgage? - 436
(Tue, Jul 04, 2023)
";
- How to Maximize Your Inheritance: IRA Options and RMDs - 435
(Tue, Jun 27, 2023)
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- Ready to Retire? 5 Retirement Spitball Analyses - 434
(Tue, Jun 20, 2023)
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- Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433
(Tue, Jun 13, 2023)
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- Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - 432
(Tue, Jun 06, 2023)
";
- How to Calculate Your Retirement Needs in Future Dollars - 431
(Tue, May 30, 2023)
";
- How to Consider Your Pension Options for Retirement - 430
(Tue, May 23, 2023)
";
- HSA to Roth, RMD Investing, and Social Security Strategies - 429
(Tue, May 16, 2023)
";
- What to Do With Inheritance Money? - 428
(Tue, May 09, 2023)
";
- Trust Issues, Death & Taxes: Estate Plan Spitball - 427
(Tue, May 02, 2023)
";
- Spitballing Retirement Real Estate and Tax Strategies - 426
(Tue, Apr 25, 2023)
";
- Annuity? CD? Money Market? Where to Invest for Safety - 425
(Tue, Apr 18, 2023)
";
- Investments vs. Retirement Withdrawal Strategy, FDIC Insurance - 424
(Tue, Apr 11, 2023)
";
- What to Do When There’s Too Much Money in Your Traditional IRA - 423
(Tue, Apr 04, 2023)
";
- How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
(Tue, 28, )( 2023 Mar, 11:00:00)
";
- Roth Conversions & Retirement Spitball Analysis - 421
(Tue, Mar 21, 2023)
";
- Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420
(Tue, Mar 14, 2023)
";
- How to Start Planning for Retirement - 419
(Tue, Mar 07, 2023)
";
- “Will I Ever Be Able to Retire?” - 418
(Tue, Feb 28, 2023)
";
- What to Do When You Get a Huge Pay Increase - 417
(Tue, Feb 21, 2023)
";
- Set-and-Forget Investing, Real Estate vs. Bonds, Pension, Social Security and Medicare - 416
(Tue, Feb 14, 2023)
";
- SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
(Tue, Feb 07, 2023)
";
- Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
(Tue, Jan 31, 2023)
";
- Spitballing Diversified Portfolios for Retirement - 413
(Tue, Jan 24, 2023)
";
- SECURE Act 2.0 & Retirement Rich, Cash Poor - 412
(Tue, Jan 17, 2023)
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- Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411
(Tue, Jan 10, 2023)
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- Retirement Planning, Investing, and Tax Reduction Made Fun: YMYW Trailer
(Tue, Jan 03, 2023)
";
- Diversification Vs. Fees: What’s More Important for Retirement Investing? - 410
(Tue, Dec 27, 2022)
";
- Who to Trust? Second Opinion Retirement Spitball - 409
(Tue, Dec 20, 2022)
";
- Where to Save for Early Retirement? - 408
(Tue, Dec 13, 2022)
";
- Fixed Indexed Annuities, RMDs, and Early Social Security - 407
(Tue, Dec 06, 2022)
";
- How to Forecast Your Expenses in Retirement - 406
(Tue, Nov 29, 2022)
";
- Life Insurance, Muni Bonds, and Dividend Stocks in Retirement - 405
(Tue, Nov 22, 2022)
";
- Roth IRA 5-Year Rules: How to Withdraw Money With No Taxes or Penalties - 404
(Tue, Nov 15, 2022)
";
- Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
(Tue, Nov 08, 2022)
";
- Will Your Retirement Savings Last Until You're 90 Years Old? - 402
(Tue, Nov 01, 2022)
";
- Should Young People Save for Retirement? - 401
(Tue, Oct 25, 2022)
";
- Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
(Tue, Oct 18, 2022)
";
- Survivor Social Security and Lowering Taxes in Retirement - 399
(Tue, Oct 11, 2022)
";
- How to Manage Financial Market Stress? With the Help of a Caddie - 398
(Tue, Oct 04, 2022)
";
- Spitballing Retirement Planning in Your 40's & 50's - 397
(Tue, Sep 27, 2022)
";
- Backdoor Roth, Investing, and Taxes - 396
(Tue, Sep 20, 2022)
";
- Spitballing Early Retirement by the Ocean with Husband and Boyfriend - 395
(Tue, Sep 13, 2022)
";
- How to Deal With Taxes When Income Goes Through the Roof - 394
(Tue, Sep 06, 2022)
";
- Is Now the Time for a Roth Conversion, or Wait Until Retirement? - 393
(Tue, Aug 30, 2022)
";
- How to Spitball Retirement Taxes and the 4% Rule - 392
(Tue, Aug 23, 2022)
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- Spitballing Retirement Planning in Your 30s - 391
(Tue, Aug 16, 2022)
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- Working After Retirement and Wealth Gifting Strategies - 390
(Tue, Aug 09, 2022)(0 , )
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- Save for a Home or Save for Retirement? - 389
(Tue, Aug 02, 2022)
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- Pay Tax on This Move Now to Potentially Have More to Spend Later - 388
(Tue, Jul 26, 2022)
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- A Model Retirement Plan Spitball Analysis - 387
(Tue, Jul 19, 2022)
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- Should We Hold Off on Retiring Until the Markets Recover? - 386
(Tue, Jul 12, 2022)
";
- Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385
(Tue, Jul 05, 2022)
";
- Can We Retire Soon? Retirement Spitball Analysis - 384
(Tue, Jun 28, 2022)
";
- Where to Find Retirement Income When the Stock Market Freaks Out - 383
(Tue, Jun 21, 2022)
";
- Where Should You Save for Retirement? Where Does Real Estate Fit? - 382
(Tue, Jun 14, 2022)
";
- Don’t Retire Until You Can Answer These Five Practical Questions - 381
(Tue, Jun 07, 2022)
";
- How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
(Tue, May 31, 2022)
";
- 6 Money Strategies for Down Markets Depending on Your Goals - 379
(Tue, May 24, 2022)
";
- Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378
(Tue, May 17, 2022)
";
- Roth IRA, 457, TSP, and Retire Early Spitball - 377
(Tue, May 10, 2022)
";
- Self-Employed Retirement, Fixed Index Annuities, and Investment Property - 376
(Tue, May 03, 2022)
";
- Roth Conversion Retirement Spitball Analysis - 375
(Tue, Apr 26, 2022)
";
- Annuities, Social Security, and Real Estate Taxes - 374
(Tue, Apr 19, 2022)
";
- Can We Retire Early? Investing and Retirement “Rothification” - 373
(Tue, Apr 12, 2022)
";
- Retirement Spitball: Social Security, Pension, and Self-Employed - 372
(Tue, Apr 05, 2022)
";
- When Must You Pay Roth Conversion Taxes? - 371
(Tue, Mar 29, 2022)
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- Taxes and Real Estate Investing Explained - 370
(Tue, Mar 22, 2022)
";
- Should You Claim Social Security Early? - 369
(Tue, Mar 15, 2022)
";
- Why Is It So Difficult to Time the Market? - 368
(Tue, Mar 08, 2022)
";
- Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367
(Tue, Mar 01, 2022)
";
- Roth Conversions vs. Roth Contributions - 366
(Tue, Feb 22, 2022)
";
- Real Estate Investing: What Are Cash-on-Cash and Cap Rate? - 365
(Tue, Feb 15, 2022)
";
- Covered Call Investing Strategies Explained, RMDs, and Social Security Taxation - 364
(Tue, Feb 08, 2022)
";
- Stock Acquisition, HSA, AMT, TSP, RSU, and Trust as Retirement Beneficiary - 363
(Tue, Feb 01, 2022)
";
- Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362
(Tue, Jan 25, 2022)
";
- Financially Able But Afraid to Retire - 361
(Tue, Jan 18, 2022)
";
- Should You Invest in the Stock Market or Buy Real Estate? - 360
(Tue, Jan 11, 2022)
";
- Social Security Benefits for Spouses, Ex-Spouses, and Survivors - 359
(Tue, Jan 04, 2022)
";
- Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
(Tue, Dec 28, 2021)
";
- Does the 5 Year Rule Apply to Each Roth Conversion? - 357
(Tue, Dec 21, 2021)
";
- Spitballing Retirement and the Build Back Better Tax Proposal - 356
(Tue, Dec 14, 2021)
";
- Saving and Investing for Retirement with Company Stock, Bonds, and VTSAX? - 355
(Tue, Dec 07, 2021)
";
- Retirement Pension Lump Sum or Monthly Annuity Payment? - 354
(Tue, Nov 30, 2021)
";
- Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
(Tue, Nov 23, 2021)
";
- Dividends, Asset Classes, and Diversification: How to Invest for Retirement? - 352
(Tue, Nov 16, 2021)
";
- Estate Planning, Social Security, and TSP to Roth Conversions - 351
(Tue, Nov 09, 2021)
";
- Spitballing the Sequence of Retirement Savings - 350
(Tue, Nov 02, 2021)
";
- How to Pay the Tax on a Roth Conversion - 349
(Tue, Oct 26, 2021)
";
- Medicare, Social Security, and FIRE Early Retirement - 348
(Tue, Oct 19, 2021)
";
- What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
(Tue, Oct 12, 2021)
";
- Buying and Selling Your House or Real Estate - 346
(Tue, Oct 05, 2021)
";
- Working or Retiring Abroad and Early Retirement Spitball - 345
(Tue, Sep 28, 2021)
";
- It Could Be Over for the Mega Backdoor Roth IRA - 344
(Tue, Sep 21, 2021)
";
- HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
(Tue, Sep 14, 2021)
";
- Roth 401(k), Conversions, RMDs, and Cap Gains - 342
(Tue, Sep 07, 2021)
";
- Early Retirement Spitball Analysis - 341
(Tue, Aug 31, 2021)
";
- Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
(Tue, Aug 24, 2021)
";
- Should We Do a Roth Conversion? - 339
(Tue, Aug 17, 2021)
";
- What to Do When You Own Too Much of One Stock - 338
(Tue, Aug 10, 2021)
";
- Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
(Tue, Aug 03, 2021)
";
- How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
(Tue, Jul 27, 2021)
";
- Which States Are the Most Tax-Friendly in Retirement? - 335
(Tue, Jul 20, 2021)
";
- Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
(Tue, Jul 13, 2021)
";
- Are Financial Advisors Really Worth the Money? - 333
(Tue, Jul 06, 2021)
";
- Roth Conversions, Medicare, and Required Minimum Distributions - 332
(Tue, Jun 29, 2021)
";
- What is the Best Age to Retire, Financially Speaking? - 331
(Tue, Jun 22, 2021)
";
- Has the Government Ever Reduced Social Security Benefits? - 330
(Tue, Jun 15, 2021)
";
- How to Protect Investments Against a Stock Market Crash? - 329
(Tue, Jun 08, 2021)
";
- Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
(Tue, Jun 01, 2021)
";
- How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327
(Tue, May 25, 2021)
";
- How to Get Tax-Free Growth on Investments for Life - 326
(Tue, May 18, 2021)
";
- Capital Gains Tax Vs. Ordinary Income Tax Explained - 325
(Tue, May 11, 2021)
";
- Which Asset Classes Are Good Investments to Hedge Against Inflation? - 324
(Tue, May 04, 2021)
";
- Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323
(Tue, Apr 27, 2021)
";
- Pay Down the Mortgage or Buy Long Term Care Insurance? - 322
(Tue, Apr 20, 2021)
";
- Inflation, Variable Annuities, Real Estate: How to Invest Against Risk - 321
(Tue, Apr 13, 2021)
";
- Early Retirement: Can You Afford to Retire Now? - 320
(Tue, Apr 06, 2021)
";
- Roth IRA Excess Contributions and the Pro-Rata Rule - 319
(Tue, Mar 30, 2021)
";
- Firefighters' Retirement Plan Spitballing, Annuities, and RMDs - 318
(Tue, Mar 23, 2021)
";
- Charitable Giving and Roth Conversion Retirement Tax Strategies - 317
(Tue, Mar 16, 2021)
";
- Monthly Retirement Pension Vs. Lump Sum Payment: How to Choose -316
(Tue, Mar 09, 2021)
";
- Are These Three Investment Products Too Good To Be True? - 315
(Tue, Mar 02, 2021)
";
- Is the Backdoor Roth IRA a Good Strategy For You? - 314
(Tue, Feb 23, 2021)
";
- Are You Financially Ready for Retirement? - 313
(Tue, Feb 16, 2021)
";
- "Super Roth": Should You Overfund Supplemental Executive Retirement Plan Insurance? -312
(Tue, Feb 09, 2021)
";
- Social Security, Medicare, HSA and Roth Conversions - 311
(Tue, Feb 02, 2021)
";
- [SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze? - 310a
(Fri, Jan 29, 2021)
";
- What's the Best Way to Take Retirement Distributions? - 310
(Tue, Jan 26, 2021)
";
- Retirement Plan Spitball Analyses for Side Hustles, Clergy & Grandkids - 309
(Tue, Jan 19, 2021)
";
- How to Do the Mega Backdoor Roth IRA - 308
(Tue, Jan 12, 2021)
";
- How to Choose Your Pension Options and Retirement Withdrawal Strategy - 307
(Tue, Jan 05, 2021)
";
- Social Security, Medicare and Real Estate - 306
(Tue, Dec 29, 2020)
";
- What’s the Best Retirement Withdrawal Strategy? - 305
(Tue, Dec 22, 2020)
";
- 5 Last Minute Ways to Cut Your 2020 Taxes - 304
(Tue, Dec 15, 2020)
";
- How to Use Tax Diversification in Your Retirement Portfolio - 303
(Tue, Dec 08, 2020)
";
- Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
(Tue, Dec 01, 2020)
";
- Borrow Money to Pay Tax on a Roth IRA Conversion? - 301
(Tue, Nov 24, 2020)
";
- Top Funniest Moments From the Your Money Your Wealth Podcast - 300
(Tue, Nov 17, 2020)
";
- Rental Real Estate Property: How to Calculate Cap Rates and Depreciation - 299
(Tue, Nov 10, 2020)
";
- Retirement Portfolio Strategies and Making Sense of Fees - 298
(Tue, Nov 03, 2020)
";
- The Barn Door, Garage Door, Mega Backdoor Roth IRA Conversion - 297
(Tue, Oct 27, 2020)
";
- YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
(Tue, Oct 20, 2020)
";
- All About the Backdoor Roth IRA Strategy - 295
(Tue, Oct 13, 2020)
";
- Rebalancing Your Retirement Portfolio in Market Downturns - 294
(Tue, Oct 06, 2020)
";
- Backdoor Roth Conversions and Investing for Kids - 293
(Tue, Sep 29, 2020)
";
- Will Estate Tax Law Changes Affect Your Family Financial Plan? - 292
(Tue, Sep 22, 2020)
";
- Roth Conversions, Annuities and Inherited IRAs - 291
(Tue, Sep 15, 2020)
";
- Market Timing and Day Trading in a Roth IRA? - 290
(Tue, Sep 08, 2020)
";
- Backdoor Roth IRA Conversions, Stimulus and Self-Employed Retirement -289
(Tue, Sep 01, 2020)
";
- YMYW Spitball Analysis 2: Retirement and Social Security - 288
(Tue, Aug 25, 2020)
";
- Roth Conversion Tax Planning Strategies and Annuities - 287
(Tue, Aug 18, 2020)
";
- Dividend-Paying Stocks and Investing Strategies at All Ages - 286
(Tue, Aug 11, 2020)
";
- New Stimulus Check & Coronavirus Relief Package On the Way? - 285
(Tue, Aug 04, 2020)
";
- What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284
(Tue, Jul 28, 2020)
";
- Tax Gain Harvesting, Active vs. Passive Investments… and Roth Conversions - 283
(Tue, Jul 21, 2020)
";
- How to Do a Roth Conversion and Pay Taxes On It - 282
(Tue, Jul 14, 2020)
";
- Will These Three Things Affect Your Social Security? - 281
(Tue, Jul 07, 2020)
";
- Are These Retirement Investment Strategies On Track? - 280
(Tue, Jun 30, 2020)
";
- Real Estate, Roth Conversions, and Social Security - 279
(Tue, Jun 23, 2020)(0 , )
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- Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278
(Tue, Jun 16, 2020)
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- Roth IRA Conversion and Contribution Rules - 277
(Tue, Jun 09, 2020)
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- Pre-Tax or Roth Contributions for Retirement Savings? - 276
(Tue, Jun 02, 2020)
";
- Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
(Tue, May 26, 2020)
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- CARES Act: Distributions, RMDs & Dependents - 274
(Tue, May 19, 2020)
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- Real Estate, Roth Conversions & Annuities - 273
(Tue, May 12, 2020)
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- Asset Location: Where Should You Hold Retirement Investments? - 272
(Tue, May 05, 2020)
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- 4 Financial Strategies from the Stimulus Package - 271
(Tue, Apr 28, 2020)
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- In Market Volatility, Beware of Annuity Pitches - 270
(Tue, Apr 21, 2020)
";
- Revisiting Roth IRA Conversion Strategies - 269
(Tue, Apr 14, 2020)
";
- CARES Act: What's in the Coronavirus Stimulus Package - 268
(Tue, Apr 07, 2020)
";
- Analyzing 5 Investing Strategies for Volatile Markets - 267
(Tue, Mar 31, 2020)
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- Tax Brackets Explained: How Much Are You Really Paying in Taxes? - 266
(Tue, Mar 24, 2020)
";
- Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265
(Tue, Mar 17, 2020)
";
- How Much of Your Net Worth Should Be in Cash? - 264
(Tue, Mar 10, 2020)
";
- 7 Roth Conversion Strategies - 263
(Tue, Mar 03, 2020)
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- What's the Right Retirement Asset Allocation for You? - 262
(Tue, Feb 25, 2020)
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- Real Estate Investing: How to Find Bread & Butter Rental Properties - 261
(Tue, Feb 18, 2020)
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- When is the Tax Deadline for a Roth Conversion? - 260
(Tue, Feb 11, 2020)
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- "Collect Social Security at Age 70" is Common Advice. Why? - 259
(Tue, Feb 04, 2020)
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- International Funds, Safe Investments, 1031 Exchange: Email Round-Up - 258
(Tue, Jan 28, 2020)
";
- Why Not Just Go All in On VTSAX, Vanguard’s Total Stock Market Index Fund? - 257
(Tue, Jan 21, 2020)
";
- Your SECURE Act Retirement Questions Answered - 256
(Tue, Jan 14, 2020)
";
- Breaking Down the Confusing 5-Year Roth Clock Rules - 255
(Tue, Jan 07, 2020)
";
- Roth Conversions from a Thrift Savings Plan TSP? - 254
(Tue, Dec 31, 2019)
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- Rules for Your Retirement Savings and Distributions Are Changing - 253
(Tue, Dec 24, 2019)
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- Strategies for Social Security, Annuities, and Inherited Assets - 252
(Tue, Dec 17, 2019)
";
- Should You Convert to Roth IRA All at Once or Over Time? - 251
(Tue, Dec 10, 2019)
";
- Tanja Hester on the Flexibility of Financial Independence - 250
(Tue, Dec 03, 2019)
";
- What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
(Tue, Nov 26, 2019)
";
- Is a Roth Conversion Affected By Social Security? - 248
(Tue, Nov 19, 2019)
";
- How to Talk to Mom & Dad About Their Money - 247
(Tue, Nov 12, 2019)
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- Why This Life Insurance Is for the Most Part a Scam - 246
(Tue, Nov 05, 2019)
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- Is It Time to Fire Your Financial Advisor? - 245
(Tue, Oct 29, 2019)
";
- 5 Unique Social Security Questions Answered - 244
(Tue, Oct 22, 2019)
";
- The Truth About Indexed Universal Life Insurance - 243
(Tue, Oct 15, 2019)
";
- Investing the Money from a Real Estate Sale - 242
(Tue, Oct 08, 2019)
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- Answers to Your Top Roth Conversion Questions - 241
(Tue, Oct 01, 2019)
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- How to Choose Your Own Financial Independence Adventure - 240
(Tue, Sep 24, 2019)
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- How Should You Invest? As Always, It Depends - 239
(Tue, Sep 17, 2019)
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- Roth Conversions, Life Insurance & More: Email Round-Up - 238
(Tue, Sep 10, 2019)
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- Mad at the Roller Coaster? Then You Don't Understand the Ride - 237
(Tue, Sep 03, 2019)
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- How Much Can You Spend When You're On FIRE? - 236
(Tue, Aug 27, 2019)
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- Recession and the Inverted Yield Curve - 235
(Tue, Aug 20, 2019)
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- Tax Postcard, Stretch IRAs & Life Insurance for Education - 234
(Tue, Aug 13, 2019)
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- Using Alternative Investments to Boost Portfolio Returns? - 233
(Tue, Aug 06, 2019)
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- Time to Dial Down Risk and Do a Roth Conversion? - 232
(Tue, Jul 30, 2019)
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- Appreciate How Good the Economy is Now - 231
(Tue, Jul 23, 2019)
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- The Effect of the Media on Financial Markets - 230
(Tue, Jul 16, 2019)
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- Strategies for Social Security, Gifting, and Estimated Taxes - 229
(Tue, Jul 09, 2019)
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- Liz Ann Sonders: Investing in the Face of Recession - 228
(Tue, Jul 02, 2019)
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(Tue, Jun 25, 2019)
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(Tue, Jun 18, 2019)
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- Real Estate Investing: Should You Buy Raw Land? - 225
(Tue, Jun 11, 2019)
";
- New Retirement Legislation: Death to the Stretch IRA? - 224
(Tue, Jun 04, 2019)
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- Financial Independence Retire Early Hits the Big Screen - 223
(Wed, May 29, 2019)
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- How to Be Like the Millionaire Next Door - 222
(Tue, May 21, 2019)
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- How to Hedge Risk From the Brothel to the Surfboard - 221
(Tue, May 14, 2019)
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- Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220
(Tue, May 07, 2019)
";
- Standup Comedy: Gid Pool's Retirement Hustle - 219
(Tue, Apr 30, 2019)
";
- 3 Ways to Turn Your Financial Negatives Into Positives - 218
(Tue, Apr 23, 2019)
";
- How to Use Rental Real Estate to Build Legacy Wealth - 217
(Tue, Apr 16, 2019)
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- Here's What to Do When You're a Victim of Debit Card Fraud - 216
(Tue, Apr 09, 2019)
";
- Will Trump's Latest Proposals Reduce Student Loan Debt? - 215
(Tue, Apr 02, 2019)
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- The Real Keys to Being Rich and Truly Wealthy - 214
(Tue, Mar 26, 2019)
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- Social Security Changes in 2019 - 213
(Tue, Mar 19, 2019)
";
- Problems With the Arguments Against Roth IRAs - 212
(Tue, Mar 12, 2019)
";
- Retire Early Without Pinching Pennies - 211
(Tue, Mar 05, 2019)
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- “Hold It” Until You're Purple to be a Better Investor - 210
(Tue, Feb 26, 2019)
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- Are These Two Funds the Only Ones You Need for Life? - 209
(Tue, Feb 19, 2019)
";
- Spousal Social Security Claiming Strategies You Need to Know - 208
(Tue, Feb 12, 2019)
";
- This Myth is the #1 Barrier to Financial Freedom - 207
(Tue, Feb 05, 2019)
";
- How to Avoid the Five Horsemen of the Retirement Apocalypse - 206
(Tue, Jan 29, 2019)
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- 5 Key Attributes That Make Millionaires Successful - 205
(Wed, Jan 23, 2019)
";
- Liz Ann Sonders: Recession Inevitable, the Question is When? - 204
(Tue, Jan 15, 2019)
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- Sex and Immigration: How Do They Affect Social Security? - 203
(Tue, Jan 08, 2019)
";
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(Tue, Jan 01, 2019)
";
- 7 Benefits of the Federal Reserve Interest Rate Hikes - 201
(Wed, Dec 26, 2018)
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- How to Avoid the Top 8 Holiday Scams of 2018 - 200
(Tue, Dec 18, 2018)
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- How to Use Leverage to Reduce Risk and Increase Returns - 199
(Tue, Dec 11, 2018)
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(Tue, Dec 04, 2018)
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(Tue, Nov 27, 2018)
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(Tue, Nov 20, 2018)
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- Do These 9 Simple Things to Improve Your Retirement - 195
(Tue, Nov 13, 2018)
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(Tue, Nov 06, 2018)
";
- Why Market Corrections Are a Good Thing - 193
(Tue, Oct 30, 2018)
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(Tue, Oct 23, 2018)
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(Tue, Oct 16, 2018)
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- 4 Roth Conversion Options for Tax-Free Portfolio Growth - 190
(Tue, Oct 09, 2018)
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- IRA Basics: What You Need to Know About Individual Retirement Accounts - 189
(Tue, Oct 02, 2018)
";
- Risks and Rewards of Vacation Rentals and Real Estate Investing - 188
(Tue, Sep 25, 2018)
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(Tue, Sep 18, 2018)
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(Tue, Sep 11, 2018)
";
- What You Need to Know About Social Security and Making Money - 185
(Tue, Sep 04, 2018)
";
- How to Manage 8 Risks That Can Derail Your Retirement - 184
(Tue, Aug 28, 2018)
";
- Your 2018 Taxes: 10 Ways to Prepare and Save - 183
(Wed, Aug 22, 2018)
";
- Morgan Housel: How to Cure the Investing Disease of Fear and Greed - 182
(Tue, Aug 14, 2018)
";
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(Tue, Aug 07, 2018)
";
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(Tue, Jul 31, 2018)
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(Tue, Jul 24, 2018)
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(Tue, Jul 17, 2018)
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(Tue, Jul 10, 2018)
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(Wed, Jul 04, 2018)
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(Tue, Jun 26, 2018)
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(Tue, Jun 19, 2018)
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(Tue, Jun 12, 2018)
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(Wed, Jun 06, 2018)
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(Tue, May 29, 2018)
";
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(Tue, May 22, 2018)
";
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(Tue, May 15, 2018)
";
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(Tue, May 08, 2018)
";
- Money & Divorce: 14 Disastrous Mistakes That Will Steal Your Financial Dignity - 167
(Wed, May 02, 2018)
";
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(Tue, Apr 24, 2018)
";
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(Tue, Apr 17, 2018)
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(Tue, Apr 10, 2018)
";
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(Tue, Apr 03, 2018)
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(Tue, Mar 27, 2018)
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(Tue, Mar 20, 2018)
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(Thu, Mar 15, 2018)
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(Fri, Mar 09, 2018)
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- Seven Secrets for a Happy, Successful Retirement with Jan Cullinane - 158
(Wed, Mar 07, 2018)
";
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(Fri, Mar 02, 2018)
";
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(Thu, Feb 22, 2018)
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(Thu, Feb 15, 2018)
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(Tue, Feb 13, 2018)
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(Sun, Feb 11, 2018)
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(Sun, Feb 04, 2018)
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(Sun, Jan 28, 2018)
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(Sun, Jan 21, 2018)
";
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(Sun, Jan 14, 2018)
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(Sun, Jan 07, 2018)
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(Sun, Dec 31, 2017)
";
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(Sun, Dec 17, 2017)
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(Sun, Dec 10, 2017)
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(Sun, Dec 03, 2017)
";
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(Thu, Nov 23, 2017)
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(Mon, Nov 20, 2017)
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(Mon, Nov 13, 2017)
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(Mon, Nov 06, 2017)
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(Mon, Oct 30, 2017)
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(Mon, Oct 23, 2017)
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(Mon, Oct 16, 2017)
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(Mon, Oct 09, 2017)
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(Mon, Oct 02, 2017)
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(Mon, Sep 25, 2017)
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(Mon, Sep 18, 2017)
";
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(Mon, Sep 11, 2017)
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(Mon, Sep 04, 2017)
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(Mon, Aug 28, 2017)
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(Mon, Aug 21, 2017)
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(Mon, Aug 07, 2017)
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(Mon, Jul 31, 2017)
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(Mon, Jul 24, 2017)
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(Mon, Jul 17, 2017)
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(Mon, Jul 10, 2017)
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(Mon, Jul 03, 2017)
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(Mon, Jun 26, 2017)
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(Mon, Jun 19, 2017)
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(Mon, Jun 12, 2017)
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(Mon, Jun 05, 2017)
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(Mon, May 29, 2017)
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(Mon, May 22, 2017)
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(Mon, May 15, 2017)
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(Mon, May 08, 2017)
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(Mon, May 01, 2017)
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(Mon, Apr 17, 2017)
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(Mon, Apr 10, 2017)
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(Mon, Apr 03, 2017)
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(Sun, Mar 26, 2017)
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(Mon, Mar 20, 2017)
";
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(Mon, Mar 13, 2017)
";
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(Mon, Mar 06, 2017)
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- Portfolio Diversification Using Factor-Based Investing - 104
(Mon, Feb 27, 2017)
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(Mon, Feb 20, 2017)
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(Mon, Feb 13, 2017)
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(Sat, Feb 11, 2017)
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(Sat, Jan 28, 2017)
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- 7 Reasons to Say Yes to a Roth IRA - 99
(Sat, Jan 28, 2017)
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- The Value of Debt with Author Tom Anderson - 98
(Sat, Jan 21, 2017)
";
- 18 Questions to Ask Yourself Before You Retire - 97
(Sat, Jan 21, 2017)
";
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(Sat, Jan 14, 2017)
";
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(Sat, Jan 14, 2017)
";
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(Sat, Jan 07, 2017)
";
- Rachel Sheedy on Inheriting IRAs - 93
(Sat, Jan 07, 2017)
";
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(Sat, Dec 31, 2016)
";
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(Sat, Dec 17, 2016)
";
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(Sat, Dec 17, 2016)
";
- Will IRA Contributions Reduce Your Tax Burden? - 89
(Sun, Dec 11, 2016)
";
- 12 Ways You Could Go Broke in Retirement - 88
(Sun, Dec 11, 2016)
";
- Is the Tax Code Changing? - 87
(Sat, Dec 03, 2016)
";
- Pros and Cons of Rolling a Retirement Account Into an IRA - 84
(Sat, Nov 19, 2016)
";
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(Sat, Nov 19, 2016)
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(Sat, Nov 12, 2016)
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- Taxes under President Trump - 81
(Sat, Nov 12, 2016)
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(Sat, Nov 05, 2016)
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(Sat, Nov 05, 2016)
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- Propositions That May Impact Californians' Finances - 78
(Sat, Oct 29, 2016)
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- What is the Social Security Spousal Benefit? - 77
(Sat, Oct 29, 2016)
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(Sat, Oct 22, 2016)
";
- Social Security Strategies Explained - 75
(Sat, Oct 22, 2016)
";
- Investing for Retirement Questions Answered - 74
(Sat, Oct 15, 2016)
";
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(Sat, Oct 15, 2016)
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- How to Pick the Right Target-Date Fund - 72
(Sat, Oct 08, 2016)
";
- Tapping Into Your Home Equity With a Reverse Mortgage - 71
(Sat, Oct 08, 2016)
";
- Laws of Wealth | Interview with Dr. Daniel Crosby - 70
(Sat, Oct 01, 2016)
";
- Will Your Taxes Get Audited? - 69
(Sat, Oct 01, 2016)
";
- 8 Financial To-Dos Before Year-End - 68
(Sat, Sep 24, 2016)
";
- Can I Roll My Solo 401(k) to a Simple 401(k)? - 67
(Sat, Sep 24, 2016)
";
- Where the Presidential Candidates Stand on Taxes - 66
(Sat, Sep 17, 2016)
";
- 5 Lessons to Learn from Wealthy Investors - 65
(Sat, Sep 17, 2016)
";
- Best & Worst Boomers’ Retirement Plans - 64
(Sat, Sep 10, 2016)
";
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(Sat, Sep 10, 2016)
";
- Factor-Based Investing with Larry Swedroe - 62
(Sat, Sep 03, 2016)
";
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(Sat, Sep 03, 2016)
";
- Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60
(Sat, Aug 27, 2016)
";
- 6 Ways to Reduce Your Required Minimum Distributions - 59
(Sat, Aug 27, 2016)
";
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(Sat, Aug 20, 2016)
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(Sat, Aug 20, 2016)
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(Sat, Aug 13, 2016)
";
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(Sat, Aug 13, 2016)
";
- Beware of the New 60-Day Rollover Rules - 54
(Sun, Aug 07, 2016)
";
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(Sat, Aug 06, 2016)
";
- What You Need to Know Before Choosing a Financial Advisor - 52
(Sat, Jul 30, 2016)
";
- Is It the End for These Three Tax-Saving Strategies? - 51
(Sat, Jul 30, 2016)
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- Why You Shouldn’t Time the Market - 50
(Sat, Jul 23, 2016)
";
- Stock Markets Past and Present - 49
(Sat, Jul 23, 2016)
";
- Tax Tools for Intelligent Charitable Giving - 48
(Sat, Jul 16, 2016)
";
- Rising Cost of Living + Medicare Q & A - 47
(Sat, Jul 16, 2016)
";
- 10 Common IRA Mistakes You Don’t Want to Make - 44
(Sat, Jul 02, 2016)
";
- How to Solve the US Retirement Crisis - 43
(Sat, Jul 02, 2016)
";
- How DOL Fiduciary Rule Change Will Impact Retirement Accounts - 42
(Sat, Jun 25, 2016)
";
- What Brexit Means for Your Investments - 41
(Sat, Jun 25, 2016)
";
- Active Investing vs Passive Investing | Interview with Larry Swedroe - 40
(Sat, Jun 18, 2016)
";
- All About Reverse Mortgages - 39
(Sat, Jun 18, 2016)
";
- Investing During an Election Year - 38
(Sat, Jun 11, 2016)
";
- New Retirement Proposals Could Be Costly for High Earners - 37
(Sat, Jun 11, 2016)
";
- Recreating the 401(k) & the Disappearing Pension - 36
(Sat, Jun 04, 2016)
";
- Mistakes to Avoid in Managing Assets for Estates - 35
(Sat, Jun 04, 2016)
";
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(Sat, May 28, 2016)
";
- How Stocks Perform in an Election Year - 33
(Sat, May 28, 2016)
";
- Investing Q & A + Tax Quiz - 32
(Sat, May 21, 2016)
";
- 15 Mistakes People Make in Retirement - 31
(Sat, May 21, 2016)
";
- Retirement Realities vs Retirement Myths - 30
(Sat, May 14, 2016)
";
- 9 Ways to Build Your Wealth in Your 50’s - 29
(Sat, May 14, 2016)
";
- Retirement Errors That Will Crush Your Investment Gains - 28
(Sat, May 07, 2016)
";
- Maximizing Social Security Benefits Under New Rules - 27
(Sat, May 07, 2016)
";
- Creating Tax-Free Income in Retirement - 22
(Sat, Apr 16, 2016)
";
- How to Save on Taxes in Retirement - 21
(Sat, Apr 16, 2016)
";
- 4 Retirement Plan Loopholes That Could Close Soon - 20
(Sat, Apr 09, 2016)
";
- Frequently Asked Investing Questions - 19
(Sat, Apr 09, 2016)
";
- Most Commonly Asked Questions About Taxes, IRAs and 401k - 17
(Sat, Apr 02, 2016)
";
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(Sat, Apr 02, 2016)
";
- Money Mistakes and How to Fix Them - 14
(Sat, Mar 26, 2016)
";
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(Sat, Mar 26, 2016)
";
- Risks in Retirement vs. in Your 20s - 12
(Sat, Mar 19, 2016)
";
- How to Avoid the Risk of Retirement Crisis - 11
(Sat, Mar 19, 2016)
";
- How Retirement Smart Are You? - 10
(Sat, Mar 12, 2016)
";
- How to Take Advantage of Upcoming Social Security Changes - 9
(Sat, Mar 12, 2016)
";
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(Sat, Mar 05, 2016)
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- Retirement Account Myths, Misconceptions and Mistakes Part 1 - 7
(Sat, Mar 05, 2016)
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- The Incredible Shrinking Alpha with Larry Swedroe - 6
(Sat, Feb 27, 2016)
";
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(Sat, Feb 27, 2016)
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(Sat, Feb 20, 2016)
";
- The Most Significant Financial Strategies to Implement Now - 3
(Sat, Feb 20, 2016)
";
- How Negative Interest Rates and the President's Budget Proposal Impact You - 2
(Sun, Feb 14, 2016)
";
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(Sun, Feb 14, 2016)
";
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