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Stay Wealthy Retirement Show

Dec 15, 2022

Want to support my upcoming book and help improve financial literacy?

To encourage your support, I'm running a "buy one, give one" campaign. 

Here's how it works:

  1. Pre-order a copy of More Than Money (Kindle or physical copy) before Dec 31.
  2. Email a screenshot of your order to
  3. I will personally...

Dec 8, 2022

Today I'm kicking off a multi-part series on Financial Advisors.

(I'm also sharing a BIG announcement with everyone! 🥳) 

Here in Part 1, I'm covering three things:

  1. What is a financial advisor
  2. Why the job title is meaningless
  3. What financial advisors do (and don't do)

It doesn’t matter if you manage your own...

Nov 22, 2022

Bonds are on track for their worst year in history.

In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.

To help address those concerns, I’m covering three things today:

  1. Why bond yields are NOT moving in lockstep with interest rates set by the Fed
  2. How long it takes...

Nov 8, 2022

Today I'm talking about state taxes (in retirement!).

Specifically, I'm sharing three important facts that often fly under the radar.

I'm also clearing up common misconceptions and sharing real-life examples. 

If you're ready to learn how state income taxes will impact your bottom line in retirement, this episode is for...

Oct 19, 2022

Today I’m sharing three retirement and tax planning updates for 2023.

Specifically, I’m sharing a summary of important changes to:

  • Social Security payments
  • Social Security taxation
  • Medicare Part B premiums 

I’m also sharing key highlights from the highly anticipated Secure Act 2.0 bill + when we might expect it...