Dec 23, 2019

If you’re planning to roll over assets from a traditional IRA to a Roth, you might want to pause before you make any changes… and listen to this episode. George explains why reducing taxes in retirement is important, but why it can’t be done by following blanket advice.

Dec 16, 2019

When it comes to resolutions, we each approach the New Year from our own unique circumstances… but share the common goal of doing something better in the new year. Today George addresses why it’s vital that you resolve to be more focused on what’s really happening with your investments all year long, especially...

Dec 9, 2019

After some nostalgia about the Sears catalogue, George shares a funny story from his childhood about his Christmas wish list. Plus, we discuss if DIY retirement planning can realistically work.

Nov 25, 2019

As we wrap up 2019, many of us spend some time looking back on the past year thinking about accomplishments, as well as missteps. Hopefully, you’ve learned lessons from both. George explains how and why you should assess your retirement, and make sure you’re on track to reach your goals for 2020 and beyond!

Nov 18, 2019

Are pension plan participants being shortchanged when their former employers offer them lump sum buyouts? Well… it depends. On this episode, George explains how you should evaluate any pension options you and your family are offered.