Retired-ish

Attention retirement savers!

If you don't expect to accumulate tens of millions in your retirement account, you may want to stop contributing to a Roth. That’s right, I said tens of millions.

Roth ac…

If you’ve ever wondered why seasoned investors tell you to “stay the course,” it’s because history has taught us something simple but profound: time in the market beats timing the market.

But let’s r…

You’ve saved diligently in your IRA, built a comfortable retirement nest egg, and set up a family trust to avoid probate and streamline your estate.

And then—because it feels like the safe, responsib…

Social Security can be a maze of rules and decisions to make if you’re widowed or divorced, which makes claiming a daunting task.

Most claiming decisions are permanent and can make a difference of te…

Can Artificial Intelligence really give you solid financial advice—or just a generic roadmap that ignores the potholes? In this episode of Retired·ish, we explore the growing trend of people turning …

Here we go again, discussing hot takes on permanent life insurance and its use as an investment vehicle.

In this episode, I tackle one of the best questions I have received in a long time regarding t…

With the growing US federal deficit, tariffs, fears of recession, and upcoming tax breaks, inflation is a top concern in the minds of many retirees and soon-to-be-retirees.

Investing in TIPS, or Trea…

The “One Big Beautiful Bill” recently passed through the House of Representatives by a narrow margin and is now in the Senate’s hands.

This bill consists of extremely important tax legislation that a…

Income planning will make or break your retirement years - This is because your income throughout retirement will be what controls your lifestyle, not your net worth.

When doing your pre-retirement p…

This is a must-listen episode that could save your family's financial future… Seriously. Estate planning is important, we know that, but what happens when things go wrong, very wrong?

In this episode…

Long-term care insurance typically becomes a consideration for people in their 50s and 60s after they experience helping out with their aging parent’s care and realizing the substantial hit it can ma…

Since President Trump took office for the second time in 2025, tariff talks are all the rage and markets have entered a new phase of extreme volatility.

Since tariffs can be a good and a bad thing, w…

Due to the increasing political and market uncertainty, and recent stock market correction, we felt it was more important than ever to reintroduce this episode of the Retired·ish Podcast throwing it …

When the stock market produces double digit returns over multiple years in a row, investors and retirement savers naturally begin to get nervous and anticipate some sort of inevitable financial bubbl…

If you’re a diligent retirement saver, you’ve likely heard of - and maybe even explored - executing a Roth conversion of some of your pre-tax retirement savings.

Executing the Roth conversion itself …

Investing in the stock market by selecting a handful of individual stocks is tempting for many investors who dream of making substantial gains by picking the "next big thing." But despite the allure,…

Retirement is often imagined as a permanent vacation that’s been earned over many years of sacrifice. You envision yourself traveling the world on cruises, playing endless rounds of golf or picklebal…

Two of the most prominent provisions – the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) - that can substantially reduce Social Security benefits for some federal, many pub…

There’s no question about it, that when it comes to saving for retirement, the financial mass media pounds the table with all things retirement accounts like IRAs and 401(k)s, but there’s a vastly un…

Building up a substantial amount of savings in your 401(k) or IRA may serve as an indicator for a job well done in saving for retirement. But what soon-to-be retirees need to realize is that if the m…