Apr 25, 2024
Today I'm sharing a story about a couple who lost $2 million to an investment scam.
I'm also sharing (new!) resources to help protect your personal data in 2024.
Financial scams are getting more sophisticated and losses are skyrocketing.
In fact, last year, Americans lost $10 billion to financial scams.
That’s $1...
Apr 3, 2024
There is no shortage of questions when it comes to navigating and planning for retirement.
➤ How much do I need to save?
➤ How do I optimize my tax bill and avoid overpaying the IRS?
➤ When do I take Social Security?
➤ What should I invest in? (And what should I avoid?!)
The list goes on.
And while you’ve...
Mar 21, 2024
Inflation hit a 40-year high of 9.1% in June 2022.
Today, inflation is hovering around 3%.
If inflation is back in line with long-term historical averages, why does everything still feel so expensive?
When voters were asked what they would most like to see improved in our economy...
...why did 64% of them say "lower...
Mar 7, 2024
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation?
Subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule.
👉 Click here to join the newsletter!
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TODAY'S EPISODE:
The "Trump-era tax cuts"...
Feb 21, 2024
Today I'm talking through four (rarely-discussed) retirement planning misconceptions.
In fact, some of these misconceptions might not be misconceptions at all...
...they might be concepts that you've never even considered!
For example, is retirement planning a complex problem OR a complicated problem? (And why does...