エピソード

  • Your Retirement Calendar

    Your Retirement Calendar
    2026/05/31
    Your retirement isn't just a single date—it's a timeline filled with critical age milestones, from early distribution rules at 59.5 to required minimum distributions (RMDs) later in life. This episode breaks down the essential dates you need to circle on your calendar to maximize your tax strategies and avoid costly IRS penalties. Tune in to learn how to time your transition from saving money to smoothly spending it.
    続きを読む 一部表示
    1分未満
  • What You Should Know About IRA 401K Withdrawals

    What You Should Know About IRA 401K Withdrawals
    2026/05/17
    Navigating the complexities of retirement accounts doesn't have to be daunting, especially when it comes to accessing your hard-earned savings. This episode breaks down the critical differences between IRA and 401(k) withdrawal rules, including the specifics of the 59½ age threshold and potential early distribution penalties. Tune in to learn strategic timing and tax implications that will help you keep more of your money while avoiding costly IRS surprises.
    続きを読む 一部表示
    1分未満
  • Setting Up Your Kids and Grandkids for Retirement Success

    Setting Up Your Kids and Grandkids for Retirement Success
    2026/05/10
    This episode explores ways parents and grandparents can help set future generations up for long-term financial success. The discussion covers the importance of early saving habits, retirement planning strategies, and practical tools that can help younger family members build a strong financial foundation. Listeners will gain insights into creating lasting financial habits and preparing loved ones for a more secure retirement future.
    続きを読む 一部表示
    1分未満
  • The Pillars of a Comprehensive Retirement Plan

    The Pillars of a Comprehensive Retirement Plan
    2026/05/03
    In this episode, we break down the critical shift from wealth accumulation to sustainable distribution, ensuring your nest egg lasts as long as you do. Our experts dive into the "tax-efficient bucket" strategy to help you minimize the IRS's share of your withdrawals while maintaining a consistent lifestyle. Finally, we explore how to stress-test your portfolio against inflation and healthcare costs to build a truly resilient retirement foundation.
    続きを読む 一部表示
    1分未満
  • Market Update with GI Portfolio Manager Tyler Ellegard

    Market Update with GI Portfolio Manager Tyler Ellegard
    2026/04/26
    In this episode, portfolio manager Tyler Ellegard joins the show to provide a deep dive into the current market landscape and the strategic shifts driving recent performance. We explore the latest insights, breaking down how macroeconomic trends are directly influencing their long-term investment conviction. Whether you are a seasoned investor or just starting out, this conversation offers a transparent look at the professional decision-making process behind a diversified portfolio.
    続きを読む 一部表示
    1分未満
  • The Power of Spousal Benefits

    The Power of Spousal Benefits
    2026/04/19
    During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.
    続きを読む 一部表示
    1分未満
  • Follow Your Social Security Signs

    Follow Your Social Security Signs
    2026/04/05
    During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
    続きを読む 一部表示
    1分未満
  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    2026/03/29
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
    続きを読む 一部表示
    1分未満