EPISODE 85
Don’t Mortgage Your Retirement for Your Kids’ College | EP 85
From the outside, this family looked like they had everything together: strong careers, a nice home, and three kids in college.
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EPISODE 84
The Roth Catch-Up Rule Most People Misunderstand | EP 84
Do 401(k) catch-up contributions have to be Roth in 2026? Many people aged 50 and older have heard that catch-up contributions are changing, but the headlines have created a lot of confusion.
EPISODE 83
An RMD Is Not a Retirement Spending Rule | EP 83
Required Minimum Distributions, or RMDs, can create stress for retirees when the IRS tells them to withdraw more money from their IRA or retirement account than they actually need to spend.