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The Real Retirement Podcast

Jun 1, 2021

Here's a very easy way to increase your after-tax returns in your investment account that most people miss.


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May 1, 2021

Everyone says that you should have a diversified portfolio, but most people do it wrong. Here's what you need to know.


Analysis tool to review your portfolio


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Apr 1, 2021

Part 1 of a mini-series on investing. 

How you allocate your money into asset classes is said to be the most important decision you will make as an investor. I'm here to tell you that is exactly wrong.

We'll discuss this and how we should be thinking about asset allocation.

Today, we'll hit on three things:

  1. What asset...

Mar 1, 2021

This is the number one question I've been getting from people who redeposited their RMD from 2020. 

The CAREs Act suspended 2020 RMDs and people were allowed to put the money back in. Yet, people are getting 1099-Rs that's saying they owe taxes!

Is this true? And how do we handle this?

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Jan 31, 2021

Did you know you could lose over 20% of your earnings to fees?

The way you pay your advisor matters! Not only in just the dollar amounts, but in how the fees are structured and how that affects investors over time.

This is a peek behind the curtain of the financial advising space that hopefully will serve to inform and...