In today’s episode I want to give you an update on Required Minimum Distributions (RMD) and Coronavirus Related Distributions (CRD) in 2020 as the IRS continues to provide guidance on these topics. As many of you are probably aware, especially

Should I Buy an RV to Travel in During My Retirement? Ep #11

Jul 8th, 2020 16m 31s

Today we are going to discuss a question I have received a surprising number of times over the years and that question is whether a client should buy an RV in retirement. I want to talk you through some of the items you may want to consider bef

3 Common Investor Mistakes and How to Avoid Them, Ep #10

Jun 29th, 2020 14m 54s

Today we are discussing 3 investing mistakes I see all too often with my clients along with tips as to how to avoid them. Remember this podcast is all about equipping you with the knowledge, strategies, and confidence you need, to create the r

When Should I Start Taking Social Security? Ep #9

Jun 25th, 2020 16m 49s

Today we are going to discuss when it may be best to start taking social security and how social security fits into your retirement income plan. I am also going to discuss the new face mask mandate here is Arizona as well as outlining 3 areas y

The 5 Estate Planning Mistakes You're Probably Making, and How to Fix Them with attorney Emily Taylor of Taylor & Lihn, PLLC, Ep #8

Jun 5th, 2020 38m 35s

Today's episode is all about avoiding estate planning mistakes so that you can ensure your loved ones benefit as you intend and in a tax efficient manner. The title of today’s episode is “The 5 Estate Planning Mistakes You Are Probably Making,

10 Questions You Should Ask Any Financial Advisor, Ep #7

May 21st, 2020 17m 6s

In today’s episode we are going to discuss the 10 questions that you should be asking any financial advisor before you start working with them and this is going to be the first in several episodes that I have planned in the coming months to dis

Should An Income Annuity Be A Part Of My Retirement Income Plan? Let's Talk About It, Ep #6

May 13th, 2020 17m 57s

Today we are going to be discussing income annuities, and whether they should play a role as part of your retirement income plan. I’m going to discuss what an income annuity is, how an income annuity works, and the benefits and pitfalls that ar

What In The World Is Going On With Mortgage Rates? - With Zach Wain of Wain Capital, Ep #5

May 11th, 2020 30m 36s

Today’s episode is all about what is happening in the world of mortgage rates, especially now during the Coronavirus pandemic. To make sure I am getting you the most up to date, professional information that I can, I thought it best to take som

Could I Save Money On My Taxes By Using A Donor Advised Fund? Ep #4

May 4th, 2020 19m 12s

Today we are going to discuss maximizing the tax benefits of your charitable donations, specifically utilizing a donor advised fund. In today’s episode I am also going to give you a brief update on the re-opening of the economy here in Arizona

Could I Save Money By Doing Roth Conversions? Ep #3

Apr 28th, 2020 15m 13s

This week we are talking all about Roth conversions. I will walk you through the ins and outs of a Roth IRA, I’ll give you the basic steps to do a Roth conversion, and we will dive into some of the benefits and pitfalls you will want to watch o

Will the CARES Act Effect My Retirement Plan? Ep #2

Apr 28th, 2020 22m 27s

In this episode we discuss the recently passed CARES act and how the provisions in the CARES Act may directly affect your retirement. I give you an update on when Arizona plans to open our economy back up, and we will discuss a few ideas for wh

Welcome to Retire With Confidence Radio, Ep #1

Apr 28th, 2020 1m 27s

Welcome to Retire with Confidence Radio, the only financial podcast designed and broadcast specifically for retirees here in Arizona.Let me share with you the financial skills, knowledge, and tools, used by industry professionals, that you nee

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