Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

Basic Instructions and Ideas to Follow in Your Retirement Playbook
June 14, 2022

You know there are a lot of different ways to skin a cat, or so they tell me- I've never tried but when it comes to retirement, or what we call Your Life After Work, there are many different ways to g

Your Retirement Playbook - Instructions and Ideas
June 13, 2022

You know there are a lot of different ways to skin a cat, or so they tell me- I've never tried but when it comes to retirement, or what we call Your Life After Work, there are many different ways to g

What in the World is a Tax Bomb
June 10, 2022

What in the world is a tax bomb?! Ed Slott's retirement Tax Bomb. I've been a part of Ed Slott's organization for the last 18 years (hard for me to believe), where we study taxes. This episode is a re

Get Out of the Penalty Box!
June 09, 2022

Get out of the penalty box! You know I hate rules (or are they guidelines or suggestions?). When I look at most people's financial plans, other people's decisions were actually made, usually Congress.

What are Your Next Steps
June 08, 2022

You know there's an old expression in the business world that you can either work in the business (that's looking at the day-to-day things) or work on the business, and that is where you will make the

Where's Waldo
June 07, 2022

Hey, where's Waldo?! What happened to Consider This Program? In the last seven months, I have taken time off from creating educational content, just resting and thinking about the messages you need to

Where's Waldo
June 06, 2022

Hey, where's Waldo?! What happened to Consider This Program? In the last seven months, I have taken time off from creating educational content, just resting and thinking about the messages you need to

What You need to know about Medicare and Your Retirement
June 03, 2022

With rising long-term care costs in the US, it is no wonder that this is a regular topic of discussion. And when it comes to the financial dimension of long-term care, truly good solutions are few and

What are the 5-Year Rules for Roth and how to use them in Retirement
June 01, 2022

In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to know about Roth IRAs on Cons

Assets and Liabilities in Retirement
May 30, 2022

With rising long-term care costs in the US, it is no wonder that this is a regular topic of discussion. And when it comes to the financial dimension of long-term care, truly good solutions are few and