Retired-ish Podcast - Investing & Tax Efficient Retirement Income

Understand SOR risk and the importance of account balances vs. investment returns. Listen Now >

Having an investment plan is key to withstanding stock market bubblesListen Now >

How to determine whether or not you should do a Roth conversion.Listen Now >

Why investors should think twice before diving into stock picking.Listen Now >

Making the most of your extra free time in retirementListen Now >

Social Security WEP & GPO provisions eliminated!Listen Now >

How to use a brokerage account to generate 6-figures, tax-free!Listen Now >

Pre-retirees with large IRA and 401(k) balances need to re-strategize.Listen Now >

Changes to the tax and retirement landscape that affect pre-retirees and retirees in 2025.Listen Now >

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Set yourself up for the retirement you envisioned