Retire With Purpose Radio Hour 280 - May 20, 2023

What’s going on with the debt ceiling? LIRPs for tax efficiency and the downside of annuities. The best income planning insights from our podcast guest experts. Job Optional case study of a couple who needed to prioritize asset allocation.

Retire With Purpose Radio Hour 279 - April 29, 2023

Extreme cases in the market and how to plan for them. How to know you’re truly financially independent. A hospice doctor’s advice on financial independence with special guest, Dr. Jordan Grumet. Plus, a case study on the importance of purpose.

Retire With Purpose Radio Hour 278 - April 22, 2023

The concept of safe money. Answering listener questions on year-round tax strategies, the tax impact of RMDs, and the forecast for inflation and interest rates. Special guest, Sarah Stanley-Fallaw shares the habits that lead to being the millionaire next door.

Retire With Purpose Radio Hour 277 - April 15, 2023

9 ways to reduce taxes on Social Security. Have you planned for “black swan” events? Navigating RMDs from your IRA and true luxury goods that come from financial peace of mind. Special guest, David McKnight joins to discuss all things taxes.

Retire With Purpose Radio Hour 276 - April 1, 2023

7 income streams to build wealth. Which accounts to tap first for retirement withdrawals. Finance lessons from the Silicon Valley bank collapse. Special guest, Steve Lopez shares what he’s learned about retirement and the meaning of work.