Today we’re talking about I Bonds!

Specifically, guest host Jeremy Schneider is discussing:

• What exactly I Bonds are
• How I Bonds work
• Where they belong in a retirement savers portfolio

If you want to learn about this unique + (virtually) risk-free investment that's paying 9%+, you're going to love this episode.

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Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).  

Specifically, he's sharing:

• What happened at Vanguard to trigger this giant tax issue
• Why this occurred in the first place
• What to do when it happens again  

He's also answering two (2) BIG questions from listeners!

If you’re ready to learn how to avoid future mutual fund tax surprises so you don't overpay the IRS, today's episode is for you.

Over age 50? Need retirement + tax planning help? 

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To grab the links mentioned in today's episode, visit the show notes page.

Indexed Universal Life Insurance (IUL) is all the rage right now.

"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."

These policies are confusing. And they sound WAY too good to be true.

So to get to the bottom of it ... I bought one!

I read the fine print. Did the math. And uncovered the ugly truth. 

In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.

I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing. 

Over age 50? Need retirement + tax planning help? 

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To grab the links mentioned in today's episode, visit the show notes page.

Today I'm sharing a fun announcement with everyone.

I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets.

This includes covering three things:

• What IRMAA is
• How IRMAA is calculated
• The 10 best ways to avoid IRMAA

If you want to better understand how you can navigate Medicare IRMAA this year (and beyond!), you'll enjoy this episode.

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Today I’m talking about Grandparent 529 Plans.

In fact, a BIG change was recently that seemed to fly under the radar.

In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things:

1. How to maximize the tax benefits of a 529
2. Why 529 plans are great estate planning tools
3. How to invest your money inside a 529

We also talk about alternatives to 529 plans that retirement savers might consider.

If you want to learn about the new 529 rules + how to maximize the tax/estate planning benefits of these accounts, you’re going to love this episode.

Over age 50? Need retirement + tax planning help? 

👉 Get Started With a Free Retirement Assessment 

To grab the links mentioned in today's episode, visit the show notes page.

Today I’m sharing key takeaways from the May inflation (CPI) report.

I’m also sharing:

• What "shadow inflation" is (and why you should ignore it)
• Why inflation is high
• What retirement investors can do in response

Over age 50? Need retirement + tax planning help? 

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To grab the links mentioned in today's episode, visit the show notes page.

Inflation has skyrocketed this year.

In fact, inflation jumped to a 40-year high of 8.5% in March 2022.

So why are Treasury Inflation-Protected Securities (TIPS) losing money?

What are TIPS exactly?

And do they belong in a retirement portfolio?

If you want answers to these questions, you’re going to love today’s episode.

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To grab the links mentioned in today's episode, head over to the show notes page here.

Today I’m sharing three (3) big retirement planning mistakes and how to avoid them.

Actually, that’s not true...

I was inspired to add a fourth retirement mistake at the last minute after a recent client meeting.

So be sure to stick around to the very end. ;)

On the hunt for a retirement + tax planning expert?

Learn more about getting a Free Retirement Assessment™. 

To grab the links mentioned in today's episode, head over to the show notes page here.

The markets are off to the worst start since 1939!

Given that, I’m answering three (3) BIG questions from listeners today:

1. Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?
2. How can we improve our mindset and gain optimism in the face of negative economic outlooks?
3. What is the correct order of operations when withdrawing money in retirement?

If you're asking similar questions and concerned about the current state of the markets, you're going to love this episode. 

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Today I’m sharing details about a (new) popular financial scam.

To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself in retirement.

(Hint: your "complex" password may not be as secure as you think. 😲)

If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you.

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For the episode show notes and links, click here.