Converting $2 Million to Roth IRA in 1 Year, Mistake or Genius?
Is it really the best idea to spread out your Roth conversions? In this video I explain the upsides and downsides to converting all of your IRA to Roth in your…
I Ranked the Top Retirement Strategies for a Recession (These are the Few That Actually Work)
The 5 years before retirement are crucial—especially in a recession. Discover how to turn market uncertainty into a confident retirement strategy.
Why the 5 years before an early retirement are so important
In this video I talk about why the last five years of working are the most important to living the best retirement.
This Chart Explains Why Retirees Lose Money (and How to Stop It)
Most retirees don’t run out of money due to markets — it’s their behavior during downturns. Learn how to build a plan that avoids costly mistakes.
How Much Can I Spend in Retirement with a $2.7M Portfolio
Even with $2M saved, retirement isn’t guaranteed. A real plan ties together spending, taxes, and strategy so you can retire with confidence.
This Pension Cheat Code Changes Everything in Retirement
Unlock your pension’s full potential. Smart pension planning strategies can add thousands to your retirement income—and help avoid costly mistakes.
First Quarter 2025 Investment Market Review
Take a look at our fourth quarter 2024 Investment Market Review. Download our free PDF.
How much can Retirees give their kids before paying IRS Gift Tax?
Learn how to navigate the Retirement Gift Tax and make tax-efficient gifts to family while preserving your long-term financial security.
Do You Know The 11 Types of Income The IRS Doesn’t Tax?
Discover 11 sources of tax-free income in retirement to keep more of your hard-earned money and reduce your tax burden.
5 Biggest Mistakes that keep Millionaires from Retiring on their terms
Even millionaires make money mistakes—learn the 5 most common missteps high earners make and how to avoid them for lasting wealth.
No Tax on Social Security? What Trump’s Plan Means for Retirees
Did you know that up to 85% of your Social Security benefits could be taxed? Many retirees are paying taxes on money they already paid taxes on during their…
I’m a Retirement Planner. Here Are 3 Regrets That Haunt Early Retirees
In this video I talk about three different pitfalls and concerns to be aware of when retiring.
How Much Do I Need to Retire?
Get your free retirement readiness report to find out!
Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy