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Ready for Retirement

Weekly videos, podcasts, and articles to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

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Topics

Roth Conversions: When Will You Actually Break Even?

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

The Fear of the Unknown—Foolish? Or Innate?

How Much Can I Spend in Retirement with a $2M Portfolio

The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs

The 2025 Sauna Investment Conference

I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)

Exactly How Much Should You Save for Retirement

The Siren Song: Opining on Concentration vs. Diversification

Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy

Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket

Balancing financial planning and personal fulfillment in retirement.

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make