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Stay Wealthy Retirement Show

Apr 19, 2022

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...


Apr 14, 2022

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. 

👉  Learn...


Apr 5, 2022

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...