Recent Episodes
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Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
Jun 7, 2025 – 1:25:22 -
Annuities in Retirement Planning: EDU #2523
Jun 4, 2025 – 1:09:02 -
Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
May 31, 2025 – 1:16:11 -
Flexible Retirement Spending: EDU #2522
May 28, 2025 – 1:12:34 -
Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
May 24, 2025 – 1:35:39 -
Spending Confidently in Retirement with Kevin Sebesta: EDU #2521
May 21, 2025 – 1:19:40 -
Social Security, HSA Strategy, and Cost Basis: Q&A #2520
May 17, 2025 – 1:17:13 -
Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
May 14, 2025 – 57:36 -
Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519
May 10, 2025 – 1:34:04 -
Retirement Plans for Aging: EDU #2519
May 7, 2025 – 1:31:34 -
IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
May 3, 2025 – 1:30:52 -
Transition Period Strategy Part 3 – A Case Study: EDU #2518
Apr 30, 2025 – 1:27:16 -
Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
Apr 26, 2025 – 1:05:39 -
Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
Apr 23, 2025 – 1:18:00 -
Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
Apr 19, 2025 – 1:37:30 -
Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
Apr 16, 2025 – 1:24:55 -
Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
Apr 12, 2025 – 1:13:29 -
Defining Unicorn Status in Retirement: EDU #2515
Apr 9, 2025 – 1:12:15 -
Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
Apr 5, 2025 – 1:43:11 -
Weathering Market Downturns: EDU #2514
Apr 2, 2025 – 1:05:05 -
Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
Mar 29, 2025 – 1:16:40 -
Roth 5-Year Rules and the Tax Planning Window: EDU #2513
Mar 26, 2025 – 1:16:49 -
Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
Mar 22, 2025 – 1:15:07 -
Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
Mar 19, 2025 – 1:09:21 -
Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
Mar 15, 2025 – 1:19:10 -
IRA Rules Quiz: EDU #2511
Mar 12, 2025 – 59:52 -
Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
Mar 8, 2025 – 1:20:45 -
Setting the Record Straight on Clickbait vs Reality: EDU #2510
Mar 5, 2025 – 59:00 -
Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
Mar 1, 2025 – 1:21:29 -
False Facts and Real Consequences: EDU #2509
Feb 26, 2025 – 57:19 -
Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
Feb 22, 2025 – 1:14:01 -
Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
Feb 19, 2025 – 31:19 -
Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
Feb 15, 2025 – 1:11:49 -
A Smart Approach to Retirement: EDU #2507
Feb 12, 2025 – 1:13:19 -
Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
Feb 8, 2025 – 1:10:15 -
A Discussion on Simplified Retirement Planning: EDU #2506
Feb 5, 2025 – 59:20 -
Social Security, QLACs, and ETFs: Q&A #2505
Feb 1, 2025 – 1:29:07 -
Safe Withdrawal Rate: EDU #2505
Jan 29, 2025 – 1:28:54 -
Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Jan 25, 2025 – 1:34:17 -
Charitable Remainder Trusts Part 2: EDU #2504
Jan 22, 2025 – 1:28:34 -
Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
Jan 18, 2025 – 1:05:47 -
“Super-Catchup” Retirement Plan Contributions: EDU #2503
Jan 15, 2025 – 56:25 -
Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
Jan 11, 2025 – 1:21:51 -
Retirement Planning Dialogue: EDU #2502
Jan 8, 2025 – 1:31:10 -
Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
Jan 4, 2025 – 1:32:54 -
Developing Confidence With Retirement Spending: EDU #2501
Jan 1, 2025 – 1:16:21 -
Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
Dec 28, 2024 – 1:57:53 -
Individualized Retirement Planning Strategies: EDU #2452
Dec 25, 2024 – 1:03:55 -
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Dec 21, 2024 – 1:37:47 -
Charitable Remainder Trusts Part 1: EDU #2451
Dec 18, 2024 – 1:08:33
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