10:57Retirement PlanningI'm 60 with ALL PRE-TAX (401k, IRA, etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE)?2 November, 2024241,334
16:13Retirement PlanningI'm 55 with ALL PRE-TAX (401k, IRA). When Should I Do Roth Conversions?23 October, 202448,871
20:15Financial PlanningThe BEST DIY Retirement Software? A CFP® Reviews New Retirement.2 July, 20246,872
11:08Financial PlanningYou Need ALOT More To Retire Today Than Just 5 Years Ago. Here’s How Much More1 July, 202413,653
22:25Retirement PlanningHow to Invest Your Portfolio to Maximize Retirement Success26 May, 202414,416
30:33Financial PlanningHow to Know When You Should Stop Saving for Retirement (and What to Do Next)10 May, 202417,027
12:14Financial PlanningRetiring in the Next 5 Years? Avoid These 6 (Actually 7) Financial Mistakes15 April, 20243,147
30:59Best InvestmentsHow to Retire at 55. 3 Crucial Steps to Optimize Early Retirement15 April, 202423,966
30:59Financial PlanningHow to Retire at 55. 3 Crucial Steps to Optimize Early Retirement15 April, 202423,764
30:59Retirement PlanningHow to Retire at 55. 3 Crucial Steps to Optimize Early Retirement15 April, 202423,659
12:46Financial PlanningThis One "Trick" Will Greatly Improve Your Retirement Planning Success16 March, 20243,991
20:58Financial PlanningThe Earliest (& Safest) Time to Stop Saving for Retirement4 December, 202324,244
19:43Financial PlanningThe Social Security Trap: When Waiting Until 70 Becomes a Huge Mistake27 November, 202357,232
19:16Financial PlanningThe Hidden Danger of Relying on Traditional Retirement Planning4 November, 202312,325
11:13Wealth ManagementRoth Convert 100% of Your IRAs?! 3 Situations Where it Makes Sense...2 October, 202317,842
12:53Financial PlanningSmart Parents Guide for Teaching Kids to Invest: A Fun and Easy Way to Learn!17 September, 2023686
10:18Financial PlanningHalf of Early Retirees During Covid Are Now In Poverty! Oh Really?12 September, 20237,269
21:08Financial PlanningRoth Conversion Decisions for 2023 - Retirement Planning Educational Series24 August, 2023208
16:13Best InvestmentsHow Retirement Spending Guardrails May Allow You to Retire Early26 July, 20233,062
16:13Retirement PlanningHow Retirement Spending Guardrails May Allow You to Retire Early26 July, 20233,023
9:14Financial PlanningHow They Discovered The Most Important Part of Financial Planning6 July, 20232,874
13:31Wealth ManagementThe Most Important 5 Years of Your Retirement (82%+ Get this WRONG)11 June, 202310,549
13:31Best InvestmentsThe Most Important 5 Years of Your Retirement (82%+ Get this WRONG)10 June, 20236,445
13:31Retirement PlanningThe Most Important 5 Years of Your Retirement (82%+ Get this WRONG)10 June, 20236,445
6:16Financial PlanningDon't Make This HORRIBLE, So Easy to Avoid, Financial Planning Mistake22 February, 20234,284
16:13Financial PlanningSECURE Act 2.0 | 7 Important Changes That You Need to Know9 January, 20234,872
10:06Best InvestmentsHow Worried Should New Retirees Be With Investment Losses and High Inflation?22 December, 20224,095
10:06Retirement PlanningHow Worried Should New Retirees Be With Investment Losses and High Inflation?22 December, 20224,095
57:05Best InvestmentsRetiring Soon? Do This Now! || Retirement Planning To Do Today.2 December, 2022228
57:05Retirement PlanningRetiring Soon? Do This Now! || Retirement Planning To Do Today.2 December, 2022228