Retirement Quick Tips with Ashley
547 episodes — Page 1 of 11
Summer Sabbatical - BRB in September!
Jun 15, 20262 min
Inflation is Spiking (again!) - Here's How to Fight Back in Retirement | Recap
Jun 14, 20268 min
Practical Ways to Fight Inflation Beyond Your Portfolio
Jun 13, 20268 min
How To Use Bonds As An Inflation Hedge
Jun 12, 20265 min
Inflation and Bonds - The Reason They Don't Mix
Jun 11, 20265 min
The Shining Light During Inflationary Periods
Jun 10, 20264 min
The Best Inflation Hedge Most Retirees Already Own
Jun 9, 20266 min
Inflation is Spiking (again!) - Here's How to Fight Back in Retirement
Jun 8, 20265 min
Taking a Break This Week
Jun 1, 20262 min
Summary and Key Takeaways
May 31, 20266 min
Some Final THoughts If You Decide to Coast
May 30, 20266 min
How to Run the Numbers
May 29, 20267 min
Reasons to Seriously Consider Stopping Contributions
May 28, 20265 min
Reasons to Keep Contributing
May 27, 20263 min
Can You Stop Saving for Retirement?
May 26, 20267 min
The Point Where Saving For Retirement Becomes Optional
May 25, 20262 min
New Trump Accounts: Key takeaways
May 24, 20264 min
New Trump Accounts: Reasons to pass on Trump accounts
May 23, 20267 min
New Trump Accounts: How to turn this account into future millions for your kids or grandkids
May 22, 20268 min
Why these accounts make sense over other types of investment accounts for children
May 21, 20268 min
New Trump Accounts: Understanding the growth period at what happens at age 18
May 20, 20264 min
New Trump Accounts: Investment options & annual contributions
May 19, 20265 min
New Trump Accounts: What Families Need to Know Before Using Them
May 18, 20266 min
How to Invest New Money (Without Second-Guessing Yourself)
May 11, 202614 min
What Happens If You Retire at the Wrong Time? Part 7 - Closing Thoughts & Key Takeaway
May 10, 20262 min
What Happens If You Retire at the Wrong Time? Part 6 - Turning Crisis Into Opportunity
May 9, 20265 min
What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
May 8, 20264 min
What Happens If You Retire at the Wrong Time? Part 4 - Flexibility Is Your Key Strength if you retire at the wrong time
May 7, 20264 min
What Happens If You Retire at the Wrong Time? Part 3 - Building Your Cash & Portfolio Buffer
May 6, 20263 min
What Happens If You Retire at the Wrong Time? Part 2 - Sequence of Returns Risk
May 5, 20265 min
What Happens If You Retire at the Wrong Time? Part 1 - Intro
May 4, 20265 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 7
May 3, 20262 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 6
May 2, 20262 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 5
May 1, 20262 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 4
Apr 30, 20261 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 3
Apr 29, 20262 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 2
Apr 28, 20262 min
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 1
Apr 27, 20263 min
The Top 10% of Retirees: How Much Is Enough?
Apr 20, 202615 min
Oil, Iran, and a Rocky Quarter: Your Q1 2026 Market Debrief
Apr 13, 202613 min
The Hidden Tax Traps in Retirement No One Talks About | Recap
Apr 12, 20263 min
Retirement Tax Traps: Social Security Taxation
Apr 11, 20264 min
Retirement Tax Traps: The Widow's Penalty
Apr 10, 20264 min
Retirement Tax Traps: Required Minimum Distributions (RMDs)
Apr 9, 20268 min
Retirement Tax Traps: Medicare Surcharges (IRMAA)
Apr 8, 20265 min
The 3 Retirement Tax Traps That Everyone Neglects
Apr 7, 20267 min
The Hidden Tax Traps in Retirement No One Talks About
Apr 6, 20263 min
Fix My Portfolio | Recap
Apr 5, 20264 min
Ep 2566Fix My Portfolio: Too Many Holdings, No Real Diversification
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Cecilia Age = 60 Time to retirement = just retired last month Allocation to stocks (54%), bonds (32%), cash (14%)
Apr 4, 20267 min
Ep 2565Fix My Portfolio: The Gambler's Portfolio
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Edward Age = 76 Time to retirement = just retired - wife is 62 and plans to continue working ~5 more years Allocation to stocks (63%), bonds (14%), cash (23%)
Apr 3, 20267 min