Retirement Made Simple
How Much Should You Actually Convert to a Roth? (Real Numbers)
🔗 Access the retirement planning software → https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_medium=longform&utm_campaign=should-i-do-a-roth-conversion-desc&utm_content=descriptionRoth conversions can save some retirees over a million dollars in taxes. But for others, they ...
7 Assets Wealthy Retirees Regret Owning
Most retirees can afford these 7 purchases. That's not the problem.The problem is that a surprising number of them quietly work against you throughout retirement, draining your portfolio, your time, and your energy in ways you never saw coming.In this video, we walk through the assets that wealt...
This Is When You Can FINALLY Stop Saving for Retirement
Elon Musk thinks robots will make retirement savings obsolete. You probably didn't cancel your 401k over that quote, and that's smart.But here's a question worth sitting with: if you're in your late 50s or early 60s, have saved diligently, and lived well below your means, are you sti...
Research Says You'll Die With More, Here’s Why You FEEL Behind
If you feel behind on retirement, that feeling might be the best sign you're actually in good shape. It sounds backwards, but after years of working with people on the verge of retirement, a pattern keeps showing up: the people who worry the most are often the ones who are closest to being ready...
New SCAM That's Draining Bank Accounts
Check out Deleteme: https://www.de33watrk.com/W6H9H4/KMKS9/ (Affiliate Link)Check out Optery: https://get.optery.com/a8qdsz8tzzbz (Affiliate Link)We almost lost $50,000 — and the scariest part was how much they already knew about us.Our phone, our email, our home address, our bank. All of it. And it...
The New Math on Bonds — Nobody Expected This
In this episode, I cut through the conflicting headlines about bonds and walk through what's actually changed for retirement portfolios heading into 2026. I start with the 40-year tailwind that ran from 1982 to 2021 — when interest rates fell from 16% under Paul Volcker all the way to near zero ...
7 Things That Go Quiet After You Retire (Nobody Prepares You For This)
Most retirement conversations stop at the number. This one goes further. When a client told me that everything went quiet after he retired, he wasn't complaining. But he wasn't exactly relieved either. It was just... different. And that difference catches a lot of people off guard. In this e...
I Asked AI to Plan My Retirement — Then I Caught It Lying
In this episode, I break down exactly where AI excels, where it quietly fails, and three specific techniques to get dramatically better results from any AI tool you're already using. Including why you should never ask AI if you're right, and what to ask instead. 🔗 Download the free PDF: How...
Don’t Do a Roth Conversion — Until You Hear This
Roth conversion calculators can show impressive numbers, but there's something important they often leave out...Every projection is built on a stack of assumptions: future tax rates, inflation, investment returns, and even the order in which spouses pass away. Change one of those inputs, and the...
He Made the 'Wrong' Financial Decision. It Turned Out to Be the Best One of His Life
A Reddit post from a grandfather stopped me mid-scroll, and I couldn't stop thinking about it. Three years into retirement, he described a moment in his man cave: his grandson asleep beside him, no emails, no meetings, no mental noise. Just presence. For the first time in 45 years, he was fully ...