A large IRA can feel like proof that you did everything right. You saved, invested, deferred taxes, and built wealth over time. But once required minimum distributions begin, that same IRA can start forcing large taxable withdrawals whether you need the money or not. Hilary Hendershott explains the RMD trap and why large IRAs can create bigger tax problems i ... Show More
Oct 6
315: Retiring at 55 is Easier Than You Think… Until This Happens
Retiring at 55 can sound simple, especially if you’ve saved well and built meaningful wealth.But early retirement is not just about having enough money. It is about whether your money can support your life for decades, through changing markets, taxes, healthcare costs, and unexpe ... Show More
8m 29s
Sep 22
313: Retirement Planning in Your 40s: Have You Saved Enough?
One of the most common questions people ask in their 40s is: Have I saved enough for retirement?And often, that question is not coming from someone who ignored saving or investing. It is coming from someone who has been working hard for years, building a career, raising a family, ... Show More
8m 45s
Jun 2022
TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - Wh ... Show More
1h 9m
Aug 2025
Money Diaries, Career Breaks, and Owning Your Financial Story with Lindsey Stanberry
This week, Sim sits down with Lindsey, the creator of the cult-favorite Money Diaries, to uncover the fascinating truths behind how women really spend and talk about money. They explore why financial transparency is still taboo, how values shape spending, and what it takes to con ... Show More
35m 18s
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s