Retirement Playbook

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make…

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    • May 3, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 500 EPISODES


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    Latest episodes from Retirement Playbook

    Is 2025 still your year?

    Play Episode Listen Later May 3, 2025


    During this episode, we'll consider if those who wanted to retire in 2025 may need to reconsider, and we'll also touch on how those running behind on retirement savings can still catch up.

    Don't make these 401(k) mistakes

    Play Episode Listen Later Mar 29, 2025


    During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

    Don't make these 401(k) mistakes

    Play Episode Listen Later Mar 29, 2025


    During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

    How much retirement income do you need?

    Play Episode Listen Later Mar 15, 2025


    During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

    How much retirement income do you need?

    Play Episode Listen Later Mar 15, 2025


    During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

    Here's what Medicare covers — without extra charges

    Play Episode Listen Later Mar 1, 2025


    During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

    Here's what Medicare covers — without extra charges

    Play Episode Listen Later Mar 1, 2025


    During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

    Yes, you need an estate plan

    Play Episode Listen Later Feb 22, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Yes, you need an estate plan

    Play Episode Listen Later Feb 22, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Retirement is About the Details

    Play Episode Listen Later Feb 8, 2025


    During this episode, we'll highlight some of the most frequently overlooked financial steps.

    Retirement is About the Details

    Play Episode Listen Later Feb 8, 2025


    During this episode, we'll highlight some of the most frequently overlooked financial steps.

    Three Retirement Windows

    Play Episode Listen Later Feb 1, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    Three Retirement Windows

    Play Episode Listen Later Feb 1, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    8 Signs You're Ready to Retire

    Play Episode Listen Later Jan 18, 2025


    During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

    8 Signs You're Ready to Retire

    Play Episode Listen Later Jan 18, 2025


    During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

    Financial Resolutions for the New Year

    Play Episode Listen Later Jan 11, 2025


    In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

    Financial Resolutions for the New Year

    Play Episode Listen Later Jan 11, 2025


    In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

    RMD's and Year-End Strategies

    Play Episode Listen Later Dec 14, 2024


    Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.

    RMD's and Year-End Strategies

    Play Episode Listen Later Dec 14, 2024


    Required Minimum Distributions (RMDs) can be a complex tax planning tool. In this episode, we'll break down what RMDs are, who they apply to, and how to strategically manage them. We'll also discuss other year-end financial and tax strategies to help you maximize your financial goals.

    Add These to Your Anti-Bucket List

    Play Episode Listen Later Dec 7, 2024


    On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

    Add These to Your Anti-Bucket List

    Play Episode Listen Later Dec 7, 2024


    On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

    Your Retirement Planning Ages

    Play Episode Listen Later Nov 30, 2024


    On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

    Your Retirement Planning Ages

    Play Episode Listen Later Nov 30, 2024


    On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

    The 2025 Medicare Picture

    Play Episode Listen Later Nov 23, 2024


    During today's show, we'll discuss Medicare's 2025 cost increases and more!

    The 2025 Medicare Picture

    Play Episode Listen Later Nov 23, 2024


    During today's show, we'll discuss Medicare's 2025 cost increases and more!

    Reducing Taxes on Retirement Withdrawals

    Play Episode Listen Later Nov 16, 2024


    During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

    Reducing Taxes on Retirement Withdrawals

    Play Episode Listen Later Nov 16, 2024


    During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

    What does the Fed's rate cut mean for you?

    Play Episode Listen Later Nov 9, 2024


    During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

    What does the Fed's rate cut mean for you?

    Play Episode Listen Later Nov 9, 2024


    During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

    Preserve Your Retirement Savings

    Play Episode Listen Later Nov 2, 2024


    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

    Preserve Your Retirement Savings

    Play Episode Listen Later Nov 2, 2024


    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

    Should I go back to work?

    Play Episode Listen Later Oct 19, 2024


    During this show, we'll analyze the concept of un-retirement and what it could mean for your financial strategy.

    Should I go back to work?

    Play Episode Listen Later Oct 19, 2024


    During this show, we'll analyze the concept of un-retirement and what it could mean for your financial strategy.

    What's scarier, death or retirement?

    Play Episode Listen Later Oct 5, 2024


    During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

    What's scarier, death or retirement?

    Play Episode Listen Later Oct 5, 2024


    During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

    Your Year-End Financial To-Do List

    Play Episode Listen Later Sep 21, 2024


    In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

    Your Year-End Financial To-Do List

    Play Episode Listen Later Sep 21, 2024


    In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

    Rollover or Stay Put?

    Play Episode Listen Later Sep 14, 2024


    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

    Rollover or Stay Put?

    Play Episode Listen Later Sep 14, 2024


    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

    Targeting Age 95

    Play Episode Listen Later Sep 7, 2024


    During this show, we'll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

    Targeting Age 95

    Play Episode Listen Later Sep 7, 2024


    During this show, we'll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

    Rollovers, Conversions, or Staying Put?

    Play Episode Listen Later Aug 31, 2024


    Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

    Rollovers, Conversions, or Staying Put?

    Play Episode Listen Later Aug 31, 2024


    Confused about your retirement savings options? This episode breaks down the pros and cons of rollovers, conversions, and staying put. Learn when each strategy makes sense and how to make informed decisions about your financial future.

    Preparing Your Finances for Fall

    Play Episode Listen Later Aug 24, 2024


    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

    Preparing Your Finances for Fall

    Play Episode Listen Later Aug 24, 2024


    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

    Don't End Up with These Retirement Regrets

    Play Episode Listen Later Aug 17, 2024


    Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

    Don't End Up with These Retirement Regrets

    Play Episode Listen Later Aug 17, 2024


    Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

    Moving Up Your Retirement Date

    Play Episode Listen Later Aug 10, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Moving Up Your Retirement Date

    Play Episode Listen Later Aug 10, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Here's How to Retire Early

    Play Episode Listen Later Jul 27, 2024


    During this show, we'll discuss the FIRE, or Financial Independence, Retire Early, technique.

    Here's How to Retire Early

    Play Episode Listen Later Jul 27, 2024


    During this show, we'll discuss the FIRE, or Financial Independence, Retire Early, technique.

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