Mar 30, 2022
How do married people make retirement contributions for both spouses if only one is working? Whether you’re dragging your feet to file taxes for 2021 or planning ahead for 2022, this episode is for you! Learn how to keep your significant other’s retirement planning on track while getting them a tax deduction they...
Mar 23, 2022
You may have seen that the Federal Reserve is officially increasing interest rates. The question on many of my client’s minds is “How will this affect my retirement?” If you’re asking the same question, this episode is for you! Join me, as I break down this new interest rate hike and give you strategies to...
Mar 16, 2022
Has inflation gotten you down? Are you worried about rising prices and how to combat them in retirement? This episode is for you! Let me show you five ways to hedge your retirement income against inflation and why these methods are effective.
Mar 9, 2022
401k and IRA contribution limits can stand in the way of trying to save a lot of money in a short amount of time. If you got a late start on retirement planning and you’re trying to save as much money as possible in a tax-advantaged way, this episode is for you! I’m going to tell you all about the Mega Backdoor Roth...
Mar 2, 2022
As tensions run high between the U.S. and Russia over the latter’s occupation of Ukraine, many investors are worried about how this conflict will impact their retirement portfolio. On this episode, we’ll take a look at the current state of the market, stock market performance during previous wars and conflicts,...