Retirement Coffee Talk
495 episodes — Page 1 of 10
Can You Really Retire at 57? What Your Financial Plan Must Include
Oct 6, 202618 min
Is Market Panic Costing You Your Retirement Dreams?
Oct 3, 202649 min
Why Your Next Portfolio Review Could Save You Thousands
Sep 29, 202618 min
From Accumulation to Decumulation: Crafting a Bulletproof Retirement Income Plan
Sep 26, 202649 min
Stress-Testing Your Retirement: Stock Market Swings and Social Security Cuts
Sep 22, 202617 min
Pokemon Cards, Market Drops, and Your Money: Is Your Portfolio Ready?
Sep 19, 202650 min
Overcoming Tax Time Bombs: Inherited IRAs, the Secure Act, and Your Money
Sep 15, 202618 min
The $1.4 Million Retirement Myth: What You Actually Need to Be Happy
Sep 12, 202649 min
The Golf Metaphor for Your Money: Navigating Retirement Hazards
Sep 8, 202615 min
Why the "60/40 Portfolio" Might Fail Your Retirement
Sep 5, 202653 min
Financial Amnesia: Is Your Retirement Strategy Unprepared for the Next Crash?
Sep 1, 202618 min
Financial Amnesia: Is a Market Crash About to Sabotage Your Retirement?
Aug 29, 202649 min
Is Your Retirement Plan Ready for Hidden Fees and Taxes?
Aug 25, 202616 min
Paintballs, Penalties, and Planning: Mastering Your Retirement Strategy
Aug 22, 202648 min
Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement
Aug 18, 202624 min
Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?
Aug 15, 202648 min
Who Really Owns Your Home? The Property Tax Trap
Aug 11, 202652 min
Monopoly, Market Crash, and the Math Behind Your Life Savings
Aug 8, 202649 min
Ditch the 65 Myth: How to Retire at 62 with Financial Confidence
Aug 4, 202626 min
Retire by Design: The Secret to Spending More and Worrying Less
Aug 1, 202651 min
Get Rich or Protect Your Wealth? The Big Retirement Dilemma
Jul 28, 202620 min
The #1 Portfolio Shift You Must Make Before Retiring
Jul 25, 202648 min
You've Won the Race: Why Risk Your Retirement Nest Egg Now?
Jul 21, 202624 min
The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?
Jul 18, 202647 min
Are You Risking Your Retirement on a Single Stock Market Bubble?
Jul 14, 202617 min
Market Bobbles and All-Weather Portfolios: Navigating AI and Volatility
Jul 11, 202650 min
The Retirement Tax Shock: Why Uncle Sam is Still Eyeing Your Nest Egg
Jul 7, 202616 min
The Retirement Tax Bomb (And How to Defuse It)
Jul 4, 202647 min
IPOs vs. Income Buckets: Are You Chasing Flashy Stocks?
Jun 30, 202617 min
The First Five Years: Why Most Do-It-Yourself Retirement Plans Fail
Jun 23, 202617 min
DIY Disasters: The Tax and Target-Date Pitfalls You Should Watch For
Jun 20, 202649 min
Your Grandpa’s Portfolio Won't Work: Retiring by Design
Jun 16, 202614 min
Retiring by Design: Ditching Cookie-Cutter Financial Advice
Jun 13, 202646 min
Is Your Retirement Strategy Stuck on Autopilot?
Jun 9, 202618 min
The AI Stock Illusion: Is Your Retirement Portfolio at Hidden Risk?
Jun 6, 202648 min
Beyond the Budget: The Real Cost of Unplanned Retirement Splurges
Jun 2, 202618 min
The "Permission to Spend" Portfolio
May 30, 202647 min
The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?
May 26, 202610 min
Saying Uncle to Uncle Sam: Outsmarting Retirement Tax Traps
May 23, 202653 min
Why Retire Just to Spend Less? The Math No One Questions
May 19, 20269 min
Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?
May 16, 202625 min
The Hidden Expenses That Sneak Up on Retirees
May 14, 202611 min
Is Capping Social Security the Smart Fix—or a Distraction?
May 12, 20269 min
Why Am I Writing Check to the IRS in Retirement? | Dealing with Market Declines
May 9, 202628 min
Why “Buying the Dip” Can Work Against Retirees | The Retirement Costs Nobody Warns You About
May 2, 202626 min
What Can Get in the Way of Your Retirement Timing
Apr 30, 20267 min
Avoid These 5 Mistakes Before Retirement
Apr 28, 202617 min
What Could You Find in Retirement That Would Give You “Sticker Shock?” | Are You Having a Hard Time Dealing with Inflation?
Apr 25, 202627 min
What Is Your Measure of Stock Market Success? | The Secret to Retirement Happiness Many Have Discovered
Apr 21, 202625 min
Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating
Apr 11, 202626 min