Planning For Retirement

Ep. 31 - Nontraditional retirement planning using real estate, tax planning, and end of year charitable gifting opportunities (featuring Brady Slack)

Ep. 30 - Is it harder to go from spender to saver pre-retirement, or saver to spender in retirement? (Featuring Cody Garrett)

Ep. 29 - Is the 60/40 portfolio dead for retirement planning?

Ep. 28 - The top estate planning concern leading DIY investors to hire a fiduciary financial advisor, and what you can learn from it!

Ep. 27 - Which type of permanent life insurance policy should I own in retirement?

Ep. 26 - 7 reasons to own permanent life insurance in retirement

Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees

Ep. 24 - Self Funding Long-term Care Expenses

Ep. 22 Paying for Extended Care with Traditional Long-term Care Insurance (with Peter Ciravalo and Rodney Mogen)