Retirement Starts Today

Latest Episodes:

Why I Hate the FIRE Movement, Ep # 103 Sep 02, 2019

Show notes

Have you heard of the FIRE movement? In this episode, you'll hear why I hate it. We'll also discuss a listener question about spousal Social Security benefits and a CNBC article that compares retiring at different ages. You'll learn why it is important to work for as long as possible. Listen to this episode to […]

How to Retire Abroad with David Jacoby, Ep # 102 Aug 26, 2019

Show notes

Do you know what you need to do to travel or retire abroad? We asked and you answered. The number one thing that our listeners would like to do in retirement is travel. That's why I found financial travel expert, David Jacoby from RemoteFinancialPlanner.com to help us understand all the nuances of travel and living […]

How to Navigate the Upcoming Changes in Medicare Supplement Plans with Danielle Roberts, Ep # 101 Aug 19, 2019

Show notes

If you've seen then news lately, then you know that there are big changes in Medicare supplement plans coming in 2020. This is why I've invited Danielle Roberts on the show today. Danielle is a Medicare Expert with Boomer Benefits. Boomer Benefits is a Medicare broker that can help you navigate the complex world of […]

How to Offset the Rising Costs of Long-Term Care Insurance Premiums, Ep # 100 Aug 12, 2019

Show notes

On episode 100 I answer listener questions including what to do about the rising costs of long-term care insurance premiums, what to do with old annuities, and SIPC protection. Thanks to all of you listeners for 100 amazing episodes! I have learned so much alongside you all. Your questions and feedback on the show have […]

What Can a Mullet Teach us About Portfolio Distribution? Ep #99 Aug 05, 2019

Show notes

Are you ready to learn about portfolio distribution? I've got the perfect visual for you! Listen in to hear how to rebalance your portfolio in retirement. Thank you all for sending in your rebalancing spreadsheets! Several listeners sent in their own rebalancing spreadsheets and they all were fantastic. I'm working with an Excel wizard and […]

Donor-Advised Funds, Tax Planning in Retirement, and Roth IRA's Ep #98 Jul 29, 2019

Show notes

On this week's episode of Retirement Starts Today we'll discuss whether donor-advised funds are a good fit, tax planning in retirement, and answer a listener question about Roth IRA's. Have you taken our listener survey? If you are signed up for the Every Day is Saturday email list then you've probably seen the listener survey. […]

What to do with Multiple Retirement Accounts, Ep #97 Jul 22, 2019

Show notes

Do you have multiple retirement accounts lying around and don't know what to do with them? On this episode of Retirement Starts Today we answer 2 listener questions. One is about having multiple retirement accounts with multiple custodians, the other is about how to withdraw from a portfolio in retirement without adding additional risk. Then […]

4 Tips for Tax Beneficial Charitable Giving with John Madison, Ep #96 Jul 15, 2019

Show notes

Charitable giving in a tax beneficial way has gotten a bit more complicated with the new tax law. Of course, we donate to charities to help those less fortunate, but it helps when we receive tax benefits as well. CPA, John Madison, joins me to discuss how to reap the most tax benefits from your […]

$110,000 per Household is Lost by Poor Social Security Timing, Ep # 95 Jul 08, 2019

Show notes

Is your Social Security timing losing you money? Millions of Americans don't ideally time their Social Security and end up losing thousands of dollars. On today's episode of Retirement Starts Today I focus on 3 articles. The first one focuses on Morning Star's star ratings. You'll learn how and why they are getting an overhaul. […]

Set it and Forget it! A Rallying Cry for Target Date Funds, Ep # 94 Jul 01, 2019

Show notes

On this episode of Retirement Starts Today, we'll discuss the pros and cons of target date funds as well as Vanguard's managed payout fund. You'll learn exactly what a target date fund is and why they are the preferred vehicle of the majority of 401K savers. We'll discuss an Investment News article that warns of […]

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected