I Am Already Retired
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
How to Plan for Your Upcoming RMDs [Video]
In this video, learn how near retirees can use different planning windows to minimize taxes on their upcoming RMDs.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
How to Use Your Health Savings Account [Video]
The Health Savings Account has a triple tax advantage, so watch this video to learn who can use this tool and when.
Podcast Episode 23: Will Social Security Run Out?
In this episode, we answer the question will social security run out by explaining its history and share how this influences retirement plans.
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