Episode 37: Balancing the Risks of Both Inflation and Market Volatility
In this episode, Eric and Katie examine the dangers of exposing your savings to greater market risk in order to combat inflation.
Listen & Read More Episode 36: Retirement Planning in the Era of the SECURE Act
In this episode, Eric and Katie discuss navigating recent changes to your IRA, 401(k) and other retirement accounts.
Listen & Read More Episode 35: You Could Have More Control Over Your Taxes Than You Might Think
In this episode, Eric and Katie discuss how you can control when taxes are paid, and how that decision can impact the amount of taxes you pay.
Listen & Read More Episode 34: Overlooked Strategies for Boosting Retirement Income
In this episode, Eric and Katie talk about how an ideal retirement requires organizing all methods available to get the income you need.
Listen & Read More Episode 33: The Retirement “Perfect Storm”
In this episode, Eric and Katie discuss the steps needed to protect retirement from today’s unprecedented challenges.
Listen & Read More Episode 32: Lessons Learned from Wealth People Who Pay No Taxes
In this episode, Eric and Katie assess two little known strategies used by the wealthy to reduce taxes.
Listen & Read More Episode 31: The Social Security Tax Torpedo
In this episode, Eric and Katie discuss how the possible taxation of Social Security benefits could be an unexpected expense in retirement.
Listen & Read More Episode 30: I-Bonds: An (Almost) Perfect Inflation Fighting Instrument
In this episode, Eric and Katie discuss I-bonds.
Listen & Read More Episode 29: Avoiding a Roller Coaster Retirement
In this episode, Eric and Katie discuss how having a plan can help manage market volatility, rising inflation and keep your emotions in check.
Listen & Read More Episode 28: 4 Year-End Retirement Planning Checklist Items You Can’t Afford to Miss
In this episode, Eric and Katie discuss the key action items that can help head off financial problems and take advantage of opportunities.
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