Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

Roth IRAs, Life Insurance, Wall Street, and More!
November 12, 2020

Today on Consider This Program we discuss the "Magical" Roth IRA! Also, is life insurance a waste of money? And what are some secrets that Wall Street doesn't want you to know?

Leaving Assets Behind, Indiana College Choice Plan, and More!
November 05, 2020

Today on Consider This Program we discuss tips for surviving your spouses retirement, leaving assets behind and how to manage them, and info on the Indiana College Choice Plan...

Best Of... Timeshares, Reading The Ticker, Estate Planning, and more!
October 29, 2020

Today on Consider This BEST OF... We rediscover topics such as decreased mental capacity of the elderly, timeshares, reading the ticker, and estate planning.

Special Needs Trusts, Health VS Wealth, and More!
October 22, 2020

Today on Consider This Program we discuss Special Needs Trusts, Health VS Wealth, and what to consider before you take Social Security.

Cyber Security and PPP Loans
October 15, 2020

Today on Consider This Program we discuss Cyber Security with FBI Special Agent Jeff Lanza! We also cover PPP Loans and how to save for retirement.

Influencers, the Economy Verses the Stock Market, and More!
October 08, 2020

Today on Consider This Program we talk about Influencers and all their millions of followers, how the economy and stock market are two very different things, and what to do about your taxes if your spouse dies suddenly.

Pets And Your Will, Passive Investing, Charitable Considerations, and More!
September 24, 2020

Today on Consider This Program we talk about PETS and what you can leave behind for them in your will! We also discuss passive investing, charitable considerations, and what is a conflict of interest?

Estate Planning, Expatriation, and More!
September 17, 2020

Today on Consider This Program we discuss estate planning, saving money in your 30's, expatriation, and a housing boom during a pandemic.

Social Security Windfalls, Reading The Ticker, Executors, and More!
September 10, 2020

Today on Consider This Program we discuss selling homes in the state of Indiana, social security windfall issues, reading the ticker, and the difference between a trustee and executor!

Yields, Divorce, QCDs and RMDs!
September 03, 2020

Today on Consider This Program we discuss what happens with taxes during a divorce! Also what is yield? And should I still use a QCD if Required Minimum Distribution is NOT required?