How to Retire on Time
501 episodes — Page 1 of 11
Why Just Buying the S&P 500 Does Not Solve Retirement Math
Oct 8, 20266 min
What to Do With Your Money Five Years Before Retirement
Oct 7, 20268 min
A Way to Decide Whether You Actually Need an Annuity
Oct 7, 202613 min
How to Plan Retirement Around an Inheritance You Might Not Get
Oct 6, 20266 min
The Bond Market Warning Sign Behind This Year's Market Jitters
Oct 5, 202618 min
Why Some People Don't Need to Do Roth Conversions
Oct 2, 20265 min
How You can Exit a Concentrated Company Stock Position
Oct 1, 20267 min
How to Schedule Withdrawals From a $750,000 401(k)
Sep 30, 202612 min
A Way to Think About a 403(b) Rollover
Sep 29, 202612 min
How A Few Stocks Can Prop Up the Whole Market
Sep 28, 202622 min
How the Widow Tax Changes a Retirement Plan
Sep 25, 20263 min
What a Financial Advisor Can Offer That You Can't Get Yourself
Sep 25, 20265 min
How Your Social Security Timing Can Affects Everything Else
Sep 24, 20265 min
Tax Planning for Retirement Accounts Under $1 Million
Sep 23, 20262 min
Is the Stock Market in another Bubble Right Now?
Sep 23, 20267 min
Three Common Leaks in a Retirement Plan
Sep 22, 202613 min
A Retirement Plan That Ran Out of Money Doing Everything "Right"
Sep 21, 202621 min
How to Plan for a Big Expense in Retirement
Sep 18, 20266 min
What's Changing with Medicare This Year
Sep 17, 20266 min
Can Anyone Time the AI Bubble?
Sep 16, 20266 min
Why Tax Planning Starts with Where to Put Your Savings
Sep 15, 20267 min
Which is better, lifetime income from an annuity or a bond?
Sep 14, 202632 min
Why the Surviving Spouse Carries More Risk
Sep 11, 202610 min
What If It Takes Year To Recover From a Market Crash
Sep 10, 20266 min
How Retirees Plan for Healthcare Before Medicare Kicks In
Sep 9, 20265 min
Why Complicated Doesn’t Mean Better
Sep 8, 202615 min
How to Retire on Time, 9/1/26
Sep 7, 202620 min
What Happens to Your IRA After You're Gone
Sep 4, 20268 min
When Roth Conversions Might Not Be the Right Move
Sep 3, 20266 min
When Your Advisor Fees Are More Than Your Tax Bill
Sep 2, 202612 min
Tax Brackets Matter Less Than People Realize
Sep 1, 20269 min
When Roth Conversion Don’t Apply in Retirement
Aug 31, 202616 min
The Tax Bill Landlords Don't See Until They Sell
Aug 28, 202610 min
Why Income Order Matters More Than the Amount
Aug 26, 202611 min
Two Risks Retirement Calculators Don't Warn You About
Aug 25, 202612 min
Why "I'm Comfortable With Risk" Is the Wrong Answer
Aug 24, 202624 min
Planning For When One Spouse Passes First
Aug 21, 20265 min
Why There's No Flowchart For Your Annuity Taxes
Aug 20, 202615 min
We Asked AI About Long-Term Care Insurance
Aug 19, 202611 min
The Retirement-Income Ad That's Actually Two Red Flags
Aug 18, 202616 min
The Biggest Retirement Mistake Isn't About Money
Aug 17, 202614 min
Is There Really A Safe Retirement Withdrawal Rate?
Aug 14, 20266 min
The Long-Term Care Decision Most People Get Wrong
Aug 12, 202613 min
The One Thing Nobody Tells You About Annuities
Aug 11, 202615 min
The Retirement Planning Order Almost Nobody Actually Follows
Aug 10, 202626 min
How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money
Aug 7, 202612 min
RMDs, Inherited IRAs, and Roth Conversions: The Questions Nobody Explains Clearly
Aug 5, 202610 min
The Nobel Prize Winner Who Didn't Follow His Own Portfolio Strategy
Aug 3, 202638 min
The One Tax Number That Should Decide If You Convert to a Roth
Aug 1, 202612 min
Every Way to Lower Your Portfolio Risk Without Buying a Single Bond Fund
Jul 30, 202611 min