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Until you've actually experienced something for yourself, it's hard to know what to expect. And getting older is no different. Matt Ayotte and Alan Millikan, founders of Aegis Home...

First, try to say this episode title three times fast. Next, take a listen and learn what you need to know about rolling over your 401k.

Roth Conversions

Is a Roth conversion a logical move for you to make or not? John breaks down the pros and cons of converting money to Roth in various situations.

RMDs: The Basics

Most people are aware that they're required to start withdrawing money from their retirement accounts at some point. Some people even know that the magic age for this is 70 1/2. Bu...

For most retirees, travel is a big part of life. John is joined by travel consultant Kristin Staley to go over the eight common travel mistakes you should avoid!

Fake News!

We hear a lot about fake news in the political realm these days, but what about fake news in the financial world?

Dangerous Minds

Complacency, Overconfidence, Fear, Cynicism, and Despair. How do these five dangerous mindsets manifest themselves in the financial planning process and how can you be sure you're ...

Have you ever noticed that you look completely different in the bedroom mirror than you do in the bathroom mirror? In the same way, your portfolio can look completely different dep...

Pride, Envy, Wrath, Sloth, Greed, Gluttony, and Lust. How do these seven deadly sins manifest themselves in your retirement planning, and how can you be sure you're not guilty?

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