Retirement Rewind: It’s Roth Conversion Season, Ep #170
What would happen if you go over your tax bracket by $1 when doing a Roth IRA conversion? On this...
Read MoreAuthor: Benjamin Brandt
Retirement Rewind: My Favorite Retirement Podcasts (for the 3rd time) #169
Welcome back to the Retirement Rewind! I take the last part of the year off from podcasting to...
Read MoreRetirement Rewind: The Hidden Challenges of Retirement with Fritz Gilbert, Ep # 168
Welcome to Retirement Rewind! Each year I take the holiday season off from podcasting to spend more time with my family. The good news is that I prepare my favorite episodes from the past for you to enjoy. This episode is an...
Read MoreBIG Legislation Changes, tiny Portfolio Changes, Ep # 167
Are you worried about what the election means for your retirement portfolio? Many people are...
Read MoreMedicare Annual Maintenance and Timelines: What Do I Need to Do Annually? Ep #166
After you finally get Medicare all figured out and everything in place, the last thing you want to...
Read MoreMedicare Supplements & Advantage – Where Does Part D Fit In? with Danielle Roberts, Ep # 165
Do you know the difference between a Medicare supplement and a Medicare advantage plan? You’ll...
Read MoreRetirement: What to Expect if You Retire Before or After Age 65, Ep # 164
Deciding to retire before age 65 can be a tough decision to make. For most people, this decision...
Read MoreMedicare Basics: What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163
You asked and I listened. This summer I asked you all for your thoughts on the show and many...
Read MoreHow to Avoid Burnout While Working From Home, Ep # 162
Are you one of the many people still working from home due to the pandemic? What seemed like a...
Read MoreSocial Security Bankruptcy Insurance, Ep # 161
Are you worried about the seemingly constant news stories which claim that Social Security may run...
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