Jun 2, 2022 | Financial Planning, Podcast
A recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of the issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to...
Feb 6, 2020 | Mailbag, Podcast
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
Aug 15, 2019 | Podcast, Retirement
Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)
May 16, 2019 | Mailbag, Podcast
We’ll start off things off this week by discussing the effects of the tax code changes on people’s tax returns this year. Then we’ll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations,...
Apr 4, 2019 | Podcast, Retirement
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
