Ranked #1
#023: How Much Do You Need in Retirement? Use this online calculator to find out.
#023: How Much Do You Need in Retirement? Use this online calculator to find out.
Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. ... Read more
5 Jun 2017
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21mins
Ranked #2
#061: What’s The Best Age To File For Social Security
#061: What’s The Best Age To File For Social Security
As you approach your 60s, the hot question becomes, “When should I file for Social Security?” It’s an easy question, rig... Read more
26 Feb 2018
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27mins
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Ranked #3
#091: Retirement Drawdown Strategies Part 1
#091: Retirement Drawdown Strategies Part 1
When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or so... Read more
24 Sep 2018
•
30mins
Ranked #4
#077: 5 Smart Reasons to FIle Early for Social Security
#077: 5 Smart Reasons to FIle Early for Social Security
Devin talks about good reasons to file for Social Security at age 62. Every situation is different, and some folks will ... Read more
18 Jun 2018
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25mins
Ranked #5
Understanding the Parts of Medicare with Danielle Roberts
Understanding the Parts of Medicare with Danielle Roberts
Danielle Roberts explains the different parts of Medicare to us in a way that is easy to understand and follow. This is ... Read more
7 Jan 2019
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39mins
Ranked #6
#017: The Basics of Social Security that EVERYONE Should Know, Part 1
#017: The Basics of Social Security that EVERYONE Should Know, Part 1
Part 1 in a 2-part series about what you need to know about Social Security. For more information, or to have a conversa... Read more
24 Apr 2017
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28mins
Ranked #7
The 5 Types of Trusts (and when they are used)
The 5 Types of Trusts (and when they are used)
A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property... Read more
18 Feb 2019
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47mins
Ranked #8
#065: How Facebook and the Aging Population Might Impact Your Retirement Plan
#065: How Facebook and the Aging Population Might Impact Your Retirement Plan
The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. Wh... Read more
26 Mar 2018
•
26mins
Ranked #9
#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop
#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop
Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on t... Read more
8 May 2017
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28mins
Ranked #10
#068: Roger Whitney on Living Well Today While Planning For Tomorrow
#068: Roger Whitney on Living Well Today While Planning For Tomorrow
Devin and John are joined by Roger Whitney, founder of the Retirement Answer Man Podcast and author of the recently rele... Read more
16 Apr 2018
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19mins
Ranked #11
#021: Naming Beneficiaries - How to Avoid Screw-ups
#021: Naming Beneficiaries - How to Avoid Screw-ups
Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in your Will. These are... Read more
22 May 2017
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46mins
Ranked #12
5 Things To Know About The Secure Act of 2019
5 Things To Know About The Secure Act of 2019
This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement En... Read more
3 Jun 2019
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49mins
Ranked #13
#084: The Backdoor Into the Beautiful Roth IRA
#084: The Backdoor Into the Beautiful Roth IRA
The big benefit of the Roth IRA is that you fund it with after-tax money and it grows tax free, and then when you take i... Read more
6 Aug 2018
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26mins
Ranked #14
#002: Jacob and Esau
#002: Jacob and Esau
John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retire... Read more
3 Jan 2017
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26mins
Ranked #15
#032: Why Women Need Better Financial Advice with Russ Thornton
#032: Why Women Need Better Financial Advice with Russ Thornton
Women often have different financial needs than men, and even more when there has been a change in their marital situati... Read more
7 Aug 2017
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24mins
Ranked #16
Spring Cleaning - the Financial Edition
Spring Cleaning - the Financial Edition
Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want... Read more
1 Apr 2019
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36mins
Ranked #17
#092: Retirement Drawdown Strategies Part 2
#092: Retirement Drawdown Strategies Part 2
Part 2 in our series. In this episode we answer the question "How are you going to take your money out so that it lasts?... Read more
1 Oct 2018
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35mins
Ranked #18
#025: What to do when Someone Dies
#025: What to do when Someone Dies
Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to ... Read more
19 Jun 2017
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24mins
Ranked #19
#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban
#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban
What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a ... Read more
23 Jan 2017
•
30mins
Ranked #20
#003: Listening to Gurus, with Joe Saul-Sehy
#003: Listening to Gurus, with Joe Saul-Sehy
Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial P... Read more
16 Jan 2017
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36mins