5 Things to Sell BEFORE You Retire
Retirement planning: 5 things to sell before you retire—downsize the house, cut support for adult children, ditch RV/boat “toys,” drop the second car, and release your work identity with my Keep-Sell-...
20 Okt 20259min
7 “Assets” Rich Retirees Avoid
Retirement planning, early retirement, money traps: timeshares, vacation homes, high-fee annuities, whole life insurance, long-term care insurance, high-yield bonds, high-fee active funds, cash flow, ...
13 Okt 20258min
How I Retired at 55: Do These 5 Things
I retired early at 55. In this episode I show exactly how to retire early with 5 proven keys to early retirement: the mindset that powers compounding, how to raise your savings rate, the income multip...
29 Sep 202521min
ACA MAGI: How to Calculate & Manage It for Big Savings!
ACA MAGI explained: how to calculate and manage Modified Adjusted Gross Income (MAGI) for Affordable Care Act (ACA) subsidies—step-by-step, with a free MAGI calculator to lower premiums and maximize p...
22 Sep 202516min
Roth Conversions or ACA Subsidies? The Early Retirement Dilemma No One Talks About
Roth conversions vs. ACA subsidies is the early retirement dilemma no one talks about. If you’re planning for early retirement, you need to know how Roth IRA conversions can raise your MAGI and cost y...
8 Sep 202511min
5 Things I Wish I Knew BEFORE Retiring Early at 55
Early retirement at 55 comes with financial and lifestyle challenges most people don’t expect. In this video, I share 5 things I wish I knew before retiring early, including lessons on retirement plan...
25 Aug 20258min
The Biggest Retirement Mistake? Working Past 60
Working past 60 might seem smart, but it could be the biggest retirement mistake you make. In this video, we reveal the hidden costs of working past 60 — from lost health years to missed financial opp...
18 Aug 20257min
One Big Beautiful Bill: 2025 Retirement Tax Shake-Up for Retirees & Future Retirees
Wondering how the 2025 tax law changes affect your retirement strategy? This video breaks down the One Big Beautiful Bill Act, a landmark tax bill signed into law by President Trump — and its HUGE imp...
3 Aug 20259min
