Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important...
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA. Listen now and learn: How IRMAA...
After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not. Failing to take an RMD could result in a tax penalty worth up to 50% of the amount you should have taken. Listen now...
When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn’t always align with our human emotions. Ben Carlson, co-host of Animal Spirits and author of A Wealth of Common Sense, joins me to talk about...
Is the 60/40 portfolio dead? Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio being called into question across a variety of media outlets. Listen now and learn: 5 reasons the 60/40 portfolio is not...
