Ep #64: Spending Money in Retirement
Listen to the Full Episode: Christian Sakamoto joins the show again today to discuss cash flow and the money you spend in retirement. This is often a topic that isn’t addressed properly, and budgeting typically puts a bad taste in people’s mouths, but in this episode, you will hear why some of the greatest advisors […]
Ep #52: How Much Do You Want to Spend in Retirement?
How do you achieve retirement dreams and get an income that you can’t outlive in retirement? Micah is flying solo in today’s podcast to answer this indirect question that he gets when meeting with clients. He discusses how to decide what you want to spend in retirement and shares the tools he uses to help […]
Follow Up Friday – Myths about CPA’s and Tax Preparation
Answering your tax questions. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #47: Myths about CPA’s and Tax Preparation
In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with while doing your taxes this year. Steven Jarvis is a CPA and the cohost of the Retirement Tax Podcast, and he’s just who we need on the show this time […]
Follow Up Friday – When Your Retirement Is Off, What Do You Do?
Answering listener questions following Monday’s episode. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #46: When Your Retirement Is Off, What Do You Do?
When it’s time for that little blue book to arrive, it’s important not to just file it away. Today, Micah and Tammy share what this little book is and how you can use it to review your retirement benefits. You will learn why it’s so key to ensuring your retirement is on track and also […]
Follow Up Friday – LTC – What You Need To Know And Avoid!
Answering listener questions to help you better understand long-term care. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #45: LTC – What You Need To Know And Avoid!
As people get ready to retire, questions about long-term care often start coming up. Although it may not be the most fun subject, it’s a great one to have a solid understanding of and plan for. So, in this episode, Tammy and Micah let you in on the things you most need to know about […]
Follow Up Friday – No Love Like Survivor Benefits (Heart)
How to plan TOGETHER for a successful retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #44: No Love Like Survivor Benefits (Heart)
Now that we’re in February, we’re going to call this episode “the love episode”—and there’s no love like survivor benefits. So today, Micah and Tammy discuss important planning decisions when it comes to retiring as a couple and planning for post-retirement transitions. You will also get a great look into survivor benefits, including what you […]
Follow Up Friday – TSP Withdraw Plans
Answering your questions about TSP, Roth conversions, and more. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
Ep #43: TSP Withdraw Plans
Sometimes we get so caught up on end-of-the-year stuff that things can easily be missed or slip by us if we’re not careful. Tammy and Micah thought through what some of these things might be and came up with a list that will help you plan ahead when it comes to the TSP in particular. […]
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