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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything s... more
FAQs about Retirement Playbook:How many episodes does Retirement Playbook have?The podcast currently has 460 episodes available.
November 23, 2024The 2025 Medicare PictureDuring today’s show, we’ll discuss Medicare’s 2025 cost increases and more!...more28minPlay
November 16, 2024Reducing Taxes on Retirement WithdrawalsDuring this show, we’re going to discuss how you can save money on withdrawals from retirement accounts....more28minPlay
November 09, 2024What does the Fed’s rate cut mean for you?During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American....more24minPlay
November 02, 2024Preserve Your Retirement SavingsIn this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future....more26minPlay
October 19, 2024Should I go back to work?During this show, we’ll analyze the concept of un-retirement and what it could mean for your financial strategy....more26minPlay
October 05, 2024What’s scarier, death or retirement?During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear....more28minPlay
September 21, 2024Your Year-End Financial To-Do ListIn this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals....more27minPlay
September 14, 2024Rollover or Stay Put?Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future....more26minPlay
September 07, 2024Targeting Age 95During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement....more26minPlay
August 31, 2024Rollovers, Conversions, or Staying Put?Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future....more26minPlay
FAQs about Retirement Playbook:How many episodes does Retirement Playbook have?The podcast currently has 460 episodes available.