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- Steven Anderson, CPA
- Jay Barton, CPA
- Robert Brooks, CFP®
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- Erika Geib
- Melissa Kovach
- Kevin Kroskey, CFP®
- Bob Liggett, CPA
- Chandra Marcoux
- Bruce McDonnell, CPA
- Jacob Nosé
- Anna Novak
- Audrey Petrus, CFP®
- John Roberts, CFP®, CPA
- Aaron Seil, CFA®
- Stacey Stuchal
- Natalie Todd, CPA
Insights
- Should You Exercise Your Incentive Stock Options? A Practical Decision-Making Guide
- Social Security Strategies for Couples: Timing Decisions Worth $100,000+
- How to Diversify Concentrated Stock Without a Huge Tax Hit
- Understanding Dividend Taxation In Tax-Aware Long-Short Investing
- IPO Tax Planning for Employees: What to Do Before Your Shares Become Tradable
- How Qualified Dividends Are Taxed — and How to Build Your Portfolio Around It
- Roth Conversions: A Better Way to Think About the Tax Bill
- Backdoor Roth IRA: Why Tax-Free Assets Matter for High Earners
- Installment Sales: How to Spread a Large Capital Gain Across Multiple Tax Years
- Net Unrealized Appreciation (NUA): The Overlooked Tax Strategy for Employees With Company Stock in a 401(k)
- Managing RSUs and Stock Options: A Tax-Efficient Strategy for Executives and High-Income Professionals
- Qualified Charitable Distributions 2026: Give $111,000 From Your IRA Tax-Free
- Section 721 Exchange Funds: Diversify Concentrated Stock Without Triggering Capital Gains
- Concentrated Stock Position: How to Layer Tax Strategies for a Smarter Exit
- Reducing Exposure to the Net Investment Income Tax: Strategies for High-Income Investors
- Minimizing Short-Term Capital Gains? This Strategy Might Hold The Answer
- Tax Loss Harvesting Rules: What High-Income Investors Need To Know
- Investment Tax Planning: Advanced Strategies for 2026
- How Financial Advisors Get Paid — And Why It Affects Your Portfolio
- Portfolio Optimization Through Tax-Aware Long Short Strategies
- Our Tax Portal, A Smarter Tax Experience
- Wealth Management Services: Why TALS Should Be Included
- Spousal IRA Contribution Limits 2026: How Non-Working Spouses Can Save $7,500 (or $8,600) Tax-Free
- Portfolio Allocation Strategies for High-Net Worth Investors
- Anderson Tax & Consulting Has Joined True Wealth Design
- Direct Indexing vs TALS™: A Practical Comparison for Investors
- High Net Worth Investment Strategies: Beyond Traditional Wealth Management
- Estimated Tax Payment Guide 2026: Deadlines, Calculations, and Penalty Avoidance
- Mandatory Roth Catch-Up Contributions in 2026: What High Earners Need to Know
- The Power of Coordinated Withdrawal Strategies Between Taxable, Tax-Deferred, and Roth
- Reduce RMDs Through Strategic Pre-Retirement Planning
- True Wealth Design Acquires Welsh Hills Financial in Newark, Ohio
- Hedge Fund Strategies for Individual Investors: How Individuals Can Access Institutional Grade Strategies
- Tax Loss Harvesting in Long-Short Strategies: Everything Investors Need to Know
- Long-Short Equity Strategies: Traditional vs. Tax-Aware TALS™
- What Are Tax-Deductible Investments? TALS™ vs. Traditional Options
- How Evidence-Based Investing Helps Reduce Emotional Decision-Making
- How TALS™ Differs From Traditional Long Short Equity Funds
- Tax-Free Investment Options vs. TALS™: A Comprehensive Analysis
- When Do You Pay Taxes on Investments? TALS™ Changes the Timeline
- Tax-Advantaged Investment Accounts vs TALS™: Which Strategy Truly Maximizes After-Tax Wealth?
- Beyond Tax-Deferred Investments: How TALS™ Expands Your After-Tax Wealth Strategy
- Mega-Backdoor Roth Contributions Help High Earners Reduce Future Tax Burdens
- How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent
- How High-Income Investors Can Reduce Tax Drag
- True Wealth Design Named One of Northeast Ohio’s Fastest-Growing Companies
- Are ETFs Tax Efficient? [+ Other Alternatives for Better Results]
- How to Avoid Capital Gains Tax: Tax-Aware, Long Short (TALS™) Strategy Guide
- Common Investing Mistakes Among High-Income Earners, and how to avoid them
- Tax-Loss Harvesting in a Factor-Based Portfolio: Smart, Not Reactive
- Debunking Myths Around Tax-Aware Long-Short Strategies
- Tax-Aware, Long-Short Tax & Investment Strategies™: Understanding Business Loss Deductions
- Sophisticated Portfolios Go Beyond the Basics
- Broad Diversification Can Lead to Better Outcomes
- Mandatory Modernization: The End of Paper Checks for Federal Payments
- IRS Tax Payments: Estimates & Extensions
- Summa Employees Forced to Make Important Financial & Tax Decisions Now
- Investment Portfolio, Not Positions
- Rethinking Retiree Healthcare Expense Planning
- Unlocking a Tax Break with an Unexpected Twist: How Upstream Gifting Can Help Families Save on Capital Gains
- True Wealth Design named USA TODAY’s Best Financial Advisory Firms in 2025
- Problems With Buffered ETFs, Structured Notes & Market-linked Annuities
- Financial Planning for Physicians: How to Balance Student Debt, Investing, and Lifestyle Goals
- Stock Options, Deferred Compensation, and Executive Benefits: What You Need to Know
- Prudent Actions When Your Portfolio Is Down
- Investing Considerations: AI, DeepSeek, and Creative Destruction
- Newsweek Recognizes True Wealth Design in America’s Top Financial Advisory Firms 2025
- From Career Success to Retirement: Navigating the Transition with Confidence
- How to Make The Most of Your Retirement: Smart Withdrawal Strategies
- 2024 Investment Markets: Performance, Concentration, and Parallels
- Financial Peace of Mind: A Strategic Approach to Retirement Planning
- How Good Financial Advisors Can Give You Confidence and Clarity
- RKKM CPAs Partner with True Wealth Design
- New Year Financial Planning for Small Business Owners: Key Considerations
- Maximizing Your Charitable Giving: A Guide to Doing Good While Reaping Tax Benefits
- How to Set Realistic Financial Goals for the New Year
- The Shrinking Number of Stocks in the Stock Market
- Plan for a Long Retirement
- How to Give the Gift of College Savings This Holiday Season
- Understanding the Role of an Executor in Your Estate Plan
- How to Incorporate Emergency Savings into Your Financial Plan
- Tax-Aware Investing in Practice
- The Key to Tax-Aware Investing & TALS™
- Tax-Aware Strategies for Successful Investors & High-Income Earners (TALS™)
- True Wealth Design is a 2024 Inc. 5000 Honoree
- The Highly Concentrated U.S. Stock Market & Its Lesser Known Effects
- Evaluating Your Investment Portfolio’s Performance – Key Metrics To Consider
- How to Plan for Longevity in Retirement: Will Your Savings Last?
- The Role of Social Security in Your Retirement Plan
- Inflation & Your Retirement Savings – How To Plan
- Plan Smarter. Live Better.
- True Wealth Design Ranked in Crain’s Cleveland Largest Wealth Managers
- Technological Advancements and Your Financial Planning Experience
- Evidence-Based Financial Planning Can Address Common Fears About Retirement Readiness
- USA Today: True Wealth Design Among Best Financial Advisory Firms
- Your Initial Meeting with a Financial Advisor
- Risk Management Strategies for Evolving Investment Objectives
- The Benefits of Roth IRAs for Tax-Free Retirement Income
- Estate Planning: Ensuring Your Legacy Lives On
- Trends in Social Security Claiming Ages
- Charitable Giving and Philanthropy: Integrating Them into Your Financial Plan
- Maximize Your Retirement Savings with 401(k) Plans
- Investment Strategies for Long-Term Wealth Growth
- The Curious Case of 2023: Markets In Review
- Understanding the Basics of Tax-Efficient Investing: A Guide for Investors
- Money & Soap: The More You Touch, The Less You Have
- True Wealth Design Is Again A Weatherhead 100 Winner!
- The Role of Financial Advisors in Wealth Management
- Retirement Planning: Steps to Secure Your Financial Future
- True Wealth Design Honored To Be “Fastest-Growing RIA”
- DKC CPAs Partner with True Wealth Design
- Mark Boslett, CPA Partners With True Wealth
- Investment Market Observations: Concentration & Valuation
- Predictions of the US Dollar’s Demise & Potential Investment Implications
- Artificial Intelligence & Its Investment Implications
- Improving Your Life By Eating An Elephant
- Avoid Being Duped by Fake Personal Financial Planners
- Recession Fears & Portfolio Moves
- Bank Failures & Custody Risk
- Understanding Investor Protections
- 2023 Investment Expectations
- Reconsidering Bitcoin
- Plans To Prosper Partners With True Wealth
- Secure Act 2.0: Congress Makes More Changes to Retirement Accounts
- We Are a 2022 Case Weatherhead 100 Winner!
- Donor-Advised Funds Can Enhance Tax Benefits On Your Charitable Giving
- Time To Make Roth IRA Conversions
- How NOT to Invest in the Face of Creative Destruction
- The Case for An Investor’s Persistent, Rational Optimism
- Rational Investing Through A Down Market
- Trend Following: The Missing Diversifier to Your Stock and Bond Portfolio?
- Inflation & Your Portfolio Part 2
- Financial Planning Tools For Those Living With Disabilities
- Inflation & Your Portfolio Part 1
- Should I Sell a Stock with a Large Taxable Gain? (Part 3)
- Should I Sell a Stock with a Large Taxable Gain? (Part 2)
- 2021 Year in Review: Economy and Markets
- How Early Retirees Can Get A BIG Health Insurance Tax Credit
- Should I Sell a Stock with a Large Taxable Gain? (Part 1)
- Biden’s Tax Proposal: Key Changes & Planning Opportunities
- What is ESG investing?
- Much Ado About Inflation
- How Risky Are You Really?
- DFA Funds: Lower Costs & New ETFs
- 2021 Investment Return Expectations
- When Should You Start Seriously Planning For Retirement?
- Why Small, Cheap Stocks Still Make Sense
- Understanding Your Social Security Statement
- Top-Dog Investments & The Winner’s Curse
- Dividends Slashed In The Time of COVID
- Ways To Leverage Your Charitable Giving
- Lump-Sum Pensions Much Higher In 2021
- How to Get A $16,168 Tax Credit On Obamacare Even If You Are Affluent
- Mobile App & Client Vault Updates
- Politics & Investing: Perceptions & Reality
- Roth Conversion Reconsidered
- Homer Simpson The Stock Market Speculator
- When Stocks Diverge From The Economy
- Why Big Tech Stocks Must Underperform
- How The CARES Act Impacts You
- COVID-19 & Your Investment Strategy
- What Should Investors Do About The Coronavirus?
- How IRA Owners Are Impacted By The SECURE Act
- My Journey As A Financial Advisor Part 3: The Holistic Advisor
- Snowbirding: Documenting Your Domicile
- My Journey As A Financial Advisor Part 2: The Discount Broker
- 4 Financial Tips to Snowbirding in Florida
- My Journey as a Financial Advisor Part 1: The Fishbowl Financial Planner
- Update Your Estate Plan As Life Changes
- Stock Markets & Presidential Impeachments
- How Safe Is Your Safe Deposit Box?
- Mines, Forests & Investing Fools
- The (Less) Secure Act & Coming Death of the Stretch IRA
- Three Reasons To Invest Internationally
- Social Security’s Solvency & Likely Reforms
- Annuity Guaranteed Withdrawal Benefits: Just Expensive or Worthwhile?
- Fashion Fads Are Fun. Investment Fads Can Be Harmful.
- Bad Investor Behavior Again Causes Financial Harm
- Understanding Variable Annuities Costs & Benefits
- The Myth of No-Cost Fixed Annuities
- Roth Conversions Even More Beneficial in 2018
- Three Apps to Easily Track Your Spending
- Understanding Mutual Fund Total Costs
- Why Your Retirement Income Strategy Needs to be Dynamic
- Retirement Income: Total Return Portfolio
- Your Changing Identity in Retirement
- Top 5 Mental Errors You Make When Investing
- Retirement Income: Bad-Timing Risk
- Your Retirement Income Framework
- New Medicare Cards Coming
- Changes to Medicare from 2018 Budget Deal that Affect You
- February’s Stock Market Volatility Explained in Four-Letter Words
- How Tax Reform Affects You
- Should You Buy Bitcoin?
- Retirement Rules Gone Awry: Plan to Be in a Lower Tax Bracket in Retirement (Part 2)
- New Client Vault Released October 2017
- Retirement Rules Gone Awry: Plan to Be in a Lower Tax Bracket in Retirement (Part 1)
- The Equifax Data Breach And What You Need To Know
- Retirement Rules Gone Awry: Health Insurance and Long-term Care Costs Will be Exorbitant
- Retirement Rules Gone Awry: Claim Your Social Security As Soon As Possible
- Retirement Rules Gone Awry: Retirement Will Be Stress Free
- Retirement Rules Gone Awry: Spend 4% Yearly
- Retirement Rules Gone Awry: Stocks Equal 100 Minus Your Age
- Retirement Rules Gone Awry: Replace 80% of Pre-Retirement Income
- Financial Decisions & the Aging Brain: What to Do Before You Lose Your Marbles
- Florida Snowbirds: Key Financial Planning Considerations That Are Often Missed
- Mutual Fund Expense Reductions
- Be Wary of Investment Market Predictions in 2017
- Presidential Elections and Stock Market Returns
- The Benefits of Matching Your Investments To Meet Your Retirement Goals
- The Analogy of the Winemaker & the Retirement Planner
- Effectively Rebalancing Your Investment Portfolio
- What Is Fiduciary Investment Advice?
- Brexit Aftermath: What You Need To Know
- Should a Trust be the Beneficiary of Your IRA?
- Four Things Retirees Can Learn About Retirement from Peyton Manning
- Using the Alternative Minimum Tax Sweet Spot for High-Income Taxpayers
- Value and Growth Investing Styles and Their Recent Performance
- Ten Can’t-Miss Predictions for the Markets in 2016
- The U.S. Valuation Premium and the Emerging Market Malaise
- Budget Act of 2015 Significantly Alters Social Security Claiming Strategies
- Why You Will Live Longer Than You Think
- Market Volatility & The Patience Principle
- Making the Value of Advice More Concrete and Quantified
- The Value of Objective Financial Planning
- One Of The Biggest Retiree Investing Mistakes: Focusing On Yield Rather Than Total Return
- DFA Earns Top Stewardship Mark from Morningstar
- Should You Have Managed Futures (Trend Following) In Your Portfolio?
- The Science of Investing & Factors You Can Use To Build Better Portfolios
- Will Social Security Be There For Me?
- Living with Investment Volatility Once Again
- Things Everyone Should Know About Investing & The Economy
- Why We Support Bath Community Fund
- CAPE Crusader: Market Valuation as an Investment Timing Mechanism
- Making the Most of Your Pension: Lump Sum or Annuity?
- Corporate Tax Inversions & Impact on U.S. Investors
- Retirement Expectations & Spending Patterns
- Retirees, Stocks, and Time Diversification
- Investor Self-Delusions, Brain Damage and Jay Leno
- Roth IRA Conversion Mathematics
- Kevin Kroskey In The Press: “DIY Investing”
- The Devil Wears Nada: What Fashion & Investing Have In Common
- Retirement Distribution Planning & Maximizing After-tax Wealth
- Willy Wonka Meets Wall Street
- Behavioral Finance, Poor Investment Results and a Developing Nanny State
- Roth IRA Conversions Can Lower Your Tax Rate
- Emerging Markets and Kenny Rogers’ “The Gambler”
- Economics Nobel Goes To Efficient Market Champion
- Estate Planning: Are Credit Shelter Trusts Obsolete?
- Tax-Efficient Retirement Planning
- The Myth of the Rational Market
- The Recent Market Roller Coaster
- The Savvy Investor’s Chi
- The Most Difficult Part of Financial Planning
- Deceptive Advisor Marketing: Manipulated Investment Performance
- Even The Best Have Difficulty Timing The Market
- Sustaining Lifetime Income Throughout Retirement
- “Real” Financial Planning As Told By The Goldbanded Jobfish
- True Wealth Design Client Survey Results
- Considering Fixed Income In Your Investment Portfolio
- Donor-Advised Funds Can Enhance Your Charitable and Tax Planning
- Hedge Funds: Good for Fund Managers, Bad for Investors
- Commentary on Risk and Return Assumptions
- Maximizing Your Pension Benefits
- Kevin Kroskey Recognized for Service to Area Medical Professionals
- Start Planning Now: Increasing Tax Rates in 2013 and the New Medicare Surtax
- Dear Germany: Please Let Me Pay You For Borrowing My Money
- True Wealth Design Makes List of Top Financial Planners in Cleveland Area
- Kevin Kroskey In The Press: “Rethinking Distribution Planning”
- What We Can (Re)Learn From JP Morgan’s $2B Trading Loss
- A Wall Street Tale: Of Muppets and Men
- Buffett on Gold: Who Has the Midas Touch?
- Kevin Kroskey In The Press: On Dividends
- Retirement Is Not A Financial Event
- Selecting Individual Stocks Can Lead to Investor Ruin
- Is It Time To Make A Roth IRA Conversion?
- Tax-Efficient Investing with Asset Location Strategies
- Should Investors Favor High Dividend-Paying Stocks?
- Does Your Investment Performance Measure Up?
- Creating and Maximizing Safe Retirement Income
- Municipal Bond Default Fears Inflated
- The Problem With Bond Mutual Funds
- The Case for Rational Optimism
- Good Is The Enemy of Great
- Roth IRA Conversions: To Convert Or Not To Convert That Is The Question
Resources
Podcasts
- How Do You Compare? New Retirement Savings Data Is Out
- Can You Retire Before 59½? Here’s What You Need to Know
- How Much Money Is Enough To Retire?
- Going Back to Work in Retirement? Here’s What to Know First
- The Most Valuable Tax Planning Window in Retirement
- The New Social Security Report Is Out: What Retirees Actually Need To Know
- Donor-Advised Funds Explained: The Most Underused Tax Strategy for Charitable Retirees
- How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy
- So You’ve Decided To Do A Roth Conversion… Now What?
- The Biggest Investment Mistakes Aren’t What You Think
- Is Your Retirement Advice Already Too Late? Why Proactive Planning Matters
- Is Your Financial Plan Doing Its Job? (3 Things to Check)
- Why Most Financial Plans Fail (And How To Build A Better One)
- What a First Meeting with a Financial Advisor Should Look Like
- 5 Worst Money Moves to Avoid Before Retirement
- Your Tax Return Is a Blueprint — Here’s How to Use It for Better Planning
- Backdoor Roth IRA Explained: How High Earners Avoid Income Limits
- Trump Accounts Explained: $1,000 Free for Your Kids…. But Is There a Catch?
- Inherited IRA 10-Year Rule: Don’t Make This Costly Mistake
- Social Security Strategies for Couples: Timing Decisions Worth $100,000+
- How to Diversify Concentrated Stock Without a Big Tax Bill
- The Retirement Spending Myth: Why the 80% Rule Gets It Wrong
- Why Most People Are Wasting Their HSA (And How to Fix It)
- The RMD Tax Trap: Required Minimum Distribution Strategies That Lower Lifetime Taxes
- Tax Filing Season 2026: Last-Minute Planning Moves for Individuals and Business Owners
- Retirement Cash Reserves in 2026: How Much Is Enough?
- The 2026 Gift Tax Rules Explained: How to Gift Cash, Stock, and Family Loans Correctly
- How Much Can You Spend in Retirement? A Smarter Take on the 4% Rule
- Tax-Efficient Investing 2026: How to Cut Your Tax Bill by Thousands This Year
- Retirement Planning 2026: The January Decisions That Shape Your Future
- How Tax-Aware, Long-Short (TALS™) Helps You Reduce Taxes and Stay Invested (The Full Series)
- How To Effectively Use Roth Accounts Before and After Retirement
- How Long Will Your Money Last? The Real Math Behind Retirement Success
- How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent
- Gift Smarter: Tax-Wise Giving to Family and Charity
- Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
- Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
- $1M Saved for Retirement – Can I Retire?
- Lessons from the Ultra-Wealthy: Smarter Planning for Real Life
- Deferred Compensation in 2025: What’s Changed, What to Watch For & New Planning Opportunities
- The Big Beautiful Bill Act Could Change Your Retirement Plan — Here’s How
- Over 800 Pages of Taxes: Don’t Worry, We Read It So You Don’t Have To
- Cybersecurity and Your Retirement: Protecting What You’ve Built
- Costly Retirement Mistakes To Avoid Before It’s Too Late
- Warren Buffett’s Final Chapter: Purposeful Wealth and Practical Planning
- One Year from Retirement: A Critical Window for Planning and Perspective
- Should You Roth? Making the Right Call at the Right Time
- Tariffs, Turbulence, and How To Stay On Track
- Don’t Panic: Navigating Market Downturns and Boosting After-Tax Returns
- The Next Big Tax Shake-Up: How a New Tax Bill Could Impact You
- The Advisor Premium: More Than Just Investment Management
- Home Sweet Retirement: A Guide to Your Perfect Retirement State
- Money, Memory, and Longevity: Navigating Retirement Challenges
- Big Changes to Social Security
- The Case for Patience: Why Waiting for Social Security Pays Off
- Part 3: The Long and Short on Tax-Aware, Long-Short (TALS™) Investing
- Part 2: The Long and Short on Tax-Aware, Long-Short (TALS™) Investing
- Part 1: The Long and Short on Tax-Aware, Long-Short (TALS™) Investing
- S&P 500 or Die? A Case For Diversification
- Upcoming Tax Changes and How You Should Plan for Them
- Is the Fear of Running Out of Money in Retirement Overblown?
- Untangling The New Required Minimum Distribution (RMD) Rules
- What Really Matters In Retirement? Six Lessons from One Retiree
- Buffered ETFs: Market Downside Protection? Are They Right for You?
- No Budget Needed
- How To Navigate Markets In An Election Year
- Social Security Timing: Reframing Your Thinking For Better Decision-Making
- Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
- The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
- Retirement “Magic Numbers” Make Little Sense
- Real Estate, Taxes, & College Oh My!
- Changes To The Residential Real Estate Industry Will Be Good For You
- How to Avoid A Surprise Bill at Tax Time
- Smarter Ways To Financially Help Your Children & Grandchildren
- How Risky of An Investor Are You?
- What Do Clients Value Most in A Financial Advisor?
- How to Plan for RMDs (Required Minimum Distributions)
- Goals for Financial Success In 2024
- When Taking Social Security Early Makes Sense
- Constructing a Portfolio in Retirement
- 8% Safe Withdrawal Rate In Retirement? What!!
- The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
- Yearend Financial Check-up & Tax Moves
- Retirement Nest Egg: Having Enough & Making Sure It Lasts
- Avoid Losing $17K Yearly From Bad Investment Decisions
- Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
- How Tax-Smart Income Targeting Can Allow You To Save Taxes & Retire Earlier
- Income Targeting – Should We Even Care About IRMAA?
- Do You Have Unrealistic Portfolio Return Expectations?
- Uncommon Reasons For Roth Conversions
- No More TINA – An Investment Update
- Your Wealth, Your Retirement – How Can You Do It Better?
- Recession Timing & Stock Market Returns
- Social Security’s Uncertain Future & Impacts On Your Retirement
- Widowed in Retirement – How to Plan for the Financial Changes
- Faulty Retirement Assumptions
- Bank Busts & Safeguards for Your Investment Funds
- Top 5 To-Do’s Before You Retire
- How Much Is the Right Amount Of Cash?
- Nearing Retirement But Facing Potential Layoff?
- What are Retirees Doing After Poor Market Returns in 2022
- Secure Act 2.0: Key Impacts on Your Retirement Planning
- Social Security – Planning Strategies, COLA, and Update
- Enhancing Your Charitable Giving
- Overcoming Financial Missteps & The Unknown Unknowns
- Q4 Check-up & Tax Moves
- Smartly Using Retirement Accounts to Optimize Your Retirement & Tax Savings
- Ep 109: Surprising Lessons on Stock Returns and Diversification
- Ep 108: It’s the End of the World as We Know It, and Why to Feel Fine
- Ep 106: Pension Lump Sums – You May Need To Act Now in 2022
- Ep 105: The Story of Dr. Smith
- Ep 104: Understanding Your Retirement Plan Results
- Ep 103: Mailbag – Bear Market Investment Questions
- Ep 102: Interview with Retirement Researcher Dr. David Blanchett (Part 2)
- Ep 101: Interview with Retirement Researcher Dr. David Blanchett (Part 1)
- Ep 100: Not-So-Smart Things Even Smart Investors Do
- Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
- Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2
- Ep 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1
- Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant
- Ep 95: Rules Gone Awry – The 4 Percent Rule
- Ep 94: Rules Gone Awry – The Rule of 100
- Ep 93: Rules Gone Awry – Take Social Security Early
- Ep 92: Rules Gone Awry – The 80% Spending Rule
- Ep 91: What Retirees Want in a Home
- Ep 90: What Retirees Want in Time, Health & Relationships
- Ep 89: What Retirees Want: Work In Retirement?
- Ep 88: What Retirees Want: An Overview
- Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
- Ep 86: Cash Flow – Measuring & Monitoring the Heartbeat of Your Financial Planning
- Ep 85: What’s a “Conservative” Investor To Do These Days?
- Ep 84: Investment Allocation Update – Thinking About Your Investment Recipe
- Ep 83: Biden’s “American Families” Tax Plan
- Ep 82: Social Security Update – Solvency, COLA, & Planning Strategies
- Ep 81: Math Mistakes in the Media, Investing, and in Understanding Vaccines
- Ep 80: Should I Sell a Stock With a Large Taxable Gain?
- Ep 79: Aligning Your Investments With Your Values
- Ep 78: Unexpected Benefits Married Couples Get From A Financial Advisor
- Ep 77: How Risky of an Investor Are You? (And How Do You Really Know?)
- Ep 76: Your Hierarchy of Retirement Needs
- Ep 75: 10-Year Return Forecasts
- Ep 74: Modeling Real Estate & Business Values In Your Retirement Plan
- Ep 73: What Age Should You Get Serious About Planning For Retirement?
- Ep 72: How Your Retirement Spending Is Likely To Change With Age
- Ep 71: Inflation Expectations & Implications On Your Investments & Retirement
- Ep 70: Free Money? More Stimulus Checks & Larger Healthcare Tax Credits
- Ep 69: Interview Questions To Ask A Financial Advisor
- Ep 68: My Journey As A Financial Planner
- Ep 67: Beyond Diversification: Terminal Wealth Dispersion
- Ep 66: Think in Terms of Range, Not Averages
- Ep 65: When To Sell An Underperforming Investment
- Ep 64: Investment Lessons To Learn From 2020
- Ep 63: 3 Ways To Tax-Optimize Your Charitable Giving
- Ep 62: Pension Lump Sums: 2021 May Be The Best Year Ever
- Ep 61: Welcoming Ron Wyatt, CFP® as a New Partner
- Ep 60: Why The Cheapest Investment Option May Not Be The Best
- Ep 59: Retiree Health Insurance Part 2: Pre-Medicare
- Ep 58: Retiree Health Insurance Part 1: Medicare
- Ep 57: A Tale of Two Decades
- Ep 56: Should The Election Influence Your Investing Strategy?
- Ep 55: Roth Conversion: Why 2020 Could Be The Best Year
- Ep 54: Should You Delay Retiring?
- Ep 53: Investing Vs. Speculating Part 2
- Ep 52: Investing Vs. Speculating Part 1
- Ep 51: Case Study: Retiring Before Age 60 & Before You Ever Thought You Would
- Ep 50: What To Do When Your Spending Goals Change After You Retire
- Ep 49: Potential Inheritance: Include In Your Retirement Plan Or Not?
- Ep 48: Why Big Tech Stocks Must Underperform
- Ep 47: Risks & Uncertainties in Pandemics & Retirement Planning
- Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome
- Ep 45: Retire Smarter Solution™
- Ep 44: Looking Back On A Client’s Retirement Plan Execution In Light Of The Coronavirus
- Ep 43: Financial Planning To-do’s During Market Declines
- Ep 42: This Is Not 2008
- Ep 41: Coronavirus & Your Investment Strategy Part 2 – Why Market Timing Doesn’t Work
- Ep 40: Coronavirus & Your Investment Strategy Part 1
- Ep 39: IRA Owners: 3 Key Changes By The SECURE Act
- Ep 38: Pension Lump Sum or Monthly Payment?
- Ep 37: The Story of Sue
- Ep 36: Snowbirds: Documenting Ohio Nonresidency
- Ep 35: Snowbirds: 4 Financial Tips
- Ep 34: Case Study: Tax-Smart Distribution Planning
- Ep 33: Tax-Planning Framework
- Ep 32: Top 10 Best Retirement Cities
- Ep 31: Details In A Tax-Smart Retirement Distribution Plan
- Ep 30: Your Investing Process – Part 4
- Ep 29: Your Investing Process – Part 3
- Ep 28: Your Investing Process – Part 2
- Ep 27: Your Investing Process – Part 1
- Ep 26: Mortgage Management
- Ep 25: Death Of The Stretch IRA
- Ep 24: Reasons to Invest Internationally
- Ep 23: What Is Financial Life Planning?
- Ep 22: Will Social Security Be There For Me?
- Ep 21: The Story of Jane
- Ep 20: Are Guarantees Worth It? Retirement Income Planning Series – Part 5
- Ep 19: Dynamic Strategy: Retirement Income Planning Series – Part 4
- Ep 18: Total Return Portfolio: Retirement Income Planning Series – Part 3
- Ep 17: Bad-Timing Risk: Retirement Income Planning Series – Part 2
- Ep 16: Retirement Income Planning Series – Part 1
- Ep 15: Integrated Advice Is Better Advice
- Ep 14: Expected Investment Return Forecasts
- Ep 13: Deconstructing Variable Annuities & Why Commissions Drive Their Sale
- Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
- Ep 11: Not Resolutions – Set Goals The Right Way To Start The New Year
- Ep 10: Rules Gone Awry – A Lower Tax Bracket Part 2
- Ep 9: Rules Gone Awry – A Lower Tax Bracket Part 1
- Ep 8: Rules Gone Awry – Exorbitant Health Care Costs in Retirement
- Ep 7: Rules Gone Awry – The 4 Percent Rule
- Ep 6: Rules Gone Awry – The Rule Of 100
- Ep 5: Rules Gone Awry – Take Social Security Early
- Ep 4: Rules Gone Awry – Spend 80% Rule of Pre-retirement Income
- Ep 3: Rules Gone Awry – Retirement Will Be Stress Free
- Ep 2: Details vs. Relationships
- Ep 1: Be Realistic About Your Retirement
