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Stay Wealthy Retirement Show

Jun 28, 2022

Indexed Universal Life Insurance (IUL) is all the rage right now.

"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."

These policies are confusing. And they sound WAY too good to be true.

So to get to the bottom of it ... I bought one!

I read the fine print. Did the math. And...

Jun 23, 2022

Today I'm sharing a fun announcement with everyone.

I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets.

This includes covering three things:

  • What IRMAA is
  • How IRMAA is calculated
  • The 10 best ways to avoid IRMAA

If you want to better understand how you can navigate...

Jun 21, 2022

Today I’m talking about Grandparent 529 Plans.

In fact, a BIG change was recently that seemed to fly under the radar.

In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things:

  1. How to maximize the tax benefits of a 529
  2. Why 529 plans are great estate planning tools
  3. How to...

Jun 15, 2022

Today I’m sharing key takeaways from the May inflation (CPI) report.

I’m also sharing:

  • What "shadow inflation" is (and why you should ignore it)
  • Why inflation is high
  • What retirement investors can do in response

Over age 50? Need retirement + tax planning help? 

👉 Get Started With a Free...

Jun 9, 2022

Inflation has skyrocketed this year.

In fact, inflation jumped to a 40-year high of 8.5% in March 2022.

So why are Treasury Inflation-Protected Securities (TIPS) losing money?

What are TIPS exactly?

And do they belong in a retirement portfolio?

If you want answers to these questions, you’re going to love today’s...