Today I’m talking about investing.

Specifically, I’m joined by data scientist and author, Nick Maggiulli, and we’re talking about:

• How to invest in high inflationary environments
• Why you shouldn't “buy the dip”
• A unique formula for investing during market drawdowns

If you’re ready to dive into data and get answers to some of the biggest investing questions, this episode is for you.

👉 Click here to learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Inflation jumped 8.5% through March. 

This is the highest reported level since 1981. 😬

It was also the biggest monthly jump in prices since 2005.

However...there are some tentative signs that inflation may be slowing.

I share more in this episode + provide thoughts on how retirement savers might respond. 

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For the episode show notes and links, click here.

Today I'm tackling part two of our series on Roth conversions.

Specifically, I'm sharing:

1. How to determine if a Roth conversion makes sense
2. A Roth conversion case study
3. Common mistakes + pitfalls to avoid

If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode.

Need retirement + tax planning help?

👉 Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Today I’m kicking off a 2-part series on Roth conversions.

Specifically, here in part one, I’m breaking down:

• What a Roth conversion is
• How a Roth conversion works
• Why Roth conversions are so popular

If you’re ready to master the basics of Roth conversions, today’s episode is for you.

Need tax and retirement planning help?

👉  Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

Today I'm addressing inflation (again), war, and the risk of a recession.

Specifically, I'm sharing:

• An update on the recent inflation report
• Why my previous inflation comments were wrong
• The probability of a recession + what retirement savers should be doing

If like most investors, you’re nervous about the current environment and looking for guidance, today’s episode is for you.

Need tax and retirement planning help?

👉  Learn more about our Free Retirement Assessment

For the episode show notes and links, click here.

But instead of talking about why they’re so great...

...I'm sharing 5 reasons why you might NOT do them.

To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.

If you’re ready to learn why you might pass on Roth conversions (today or in the future!), today’s episode is for you.

👉  Click Here to Access Show Notes and Links for This Episode

Today I’m sharing what the recent spike in inflation will do to your tax bill. 

Why?

Because the higher inflation is, the more uneven its impact is on taxes owed by retirement savers.

And nobody likes it when Uncle Sam catches them off guard!

If you want to know the 6 ways inflation might impact your taxes this year, you're going to love this episode.

👉 Click Here to Access Show Notes and Links for This Episode

Today I’m talking about inflation.

In 2021, consumer prices rose 7%...the largest increase in 39 years.

• Is this good news or bad news?
• What does this mean for retirement investors?
• How should our investment strategy change in response?

I’m answering these questions and more!

If you’re ready to address common inflation myths + learn how to take action, today’s episode is for you.

👉 Access the Show Notes for This Episode

Today I’m discussing the current stock market volatility.

As of a couple days ago, U.S. stocks were off to their worst start since 2016.

Bonds are also in negative territory.

And inflation is at its highest level in 39 years.

Many retirement investors are [understandably] worried about the current state of the financial markets.

If you want to learn why + how to respond as a smart investor, you'll love today's episode.

👉 Click Here to Access Show Notes for This Episode

Today I'm tackling part 2 of our life insurance in retirement series.

To help, friend and fellow financial planner, Stephanie McCullough stops by.

Together, we cover three main things:

1. An academic use case for permanent life insurance to create retirement income
2. A step-by-step process for evaluating an existing policy
3. Tips and resources for getting conflict-free help

We also break down 1035 exchanges + how you can help family members with old insurance policies.

If you're ready to get into the technical weeds today and tie a bow on permanent insurance in retirement, this episode is for you!

👉  Click Here to Access Show Notes and Links for This Episode