Retired-ish Podcast

Social Security Lump Sums & The Start-Stop-Start Strategy

Social Security Lump Sums & The Start-Stop-Start Strategy

Learn how two Social Security strategies can affect your lifetime benefits, and whether or not you should consider them.Listen Now >

How to Harvest Taxable Gains and Losses

How to Harvest Taxable Gains and Losses

If done appropriately, tax gain and loss harvesting in your non-retirement accounts can help you reduce or defer taxes, thereby keeping more money in your pocket!Listen Now >

5 Tax and Estate Planning Tips for Retirement Accounts

5 Tax and Estate Planning Tips for Retirement Accounts

Don’t add the IRS to your list of beneficiaries! Here are 5 of my favorite tax and estate planning tips when it comes to retirement accounts including IRAs and employer plans!Listen Now >

Welcome to Retired-ish

Welcome to Retired-ish

Retired-ish is the retirement podcast for those exploring retirement and those currently in retirement.Listen Now >

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