Episodes

  • Is Any Safe Withdrawal Rate Truly “Safe”?
    May 5 2026

    Send us Fan Mail

    “At 3 percent, you are probably safe; at 4 percent, you are taking real risks; and at 5 percent, you had better like cat food and vacations very close to home." -Attributed to various, popularized in financial planning circles.


    A Safe Withdrawal Rate is the amount of money that you’re supposed to be able to remove from your portfolio each year without the portfolio running out of money during a person‘s lifetime.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    24 mins
  • The Red Thread
    Apr 28 2026

    Send us Fan Mail

    I feel strongly that people are put in certain places, exposed to certain individuals, and placed in certain situations for specific reasons. Whether your belief is based on faith, kismet, fate, destiny, or happenstance, there are references to support this supposition.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    14 mins
  • Retirement All Stars #7- Tim Hamburger
    Apr 21 2026

    Send us Fan Mail

    Join me as I interview Tim Hamburger, a unique and giving person who shares his life and financial story.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    1 hr and 8 mins
  • Can AI Build a Better Retirement Plan?
    Apr 14 2026

    Send us Fan Mail

    I've been contemplating recently whether AI could be a useful aid in retirement planning. I asked ChatGPT about the benefits and problems with using AI for retirement planning, and asked ChatGPT to formulate a retirement plan for me.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    23 mins
  • The Big Circle
    Apr 7 2026

    Send us Fan Mail

    "If some lives form a perfect circle, others take shape in ways we cannot predict or always understand." -Nicholas Sparks

    This is the SIXTH, and most likely the last podcast about the reestablishment of our household into our current home. This blog follows THE BIG MOVE, THE BIG DRAIN, THE BIG PUSH, THE BIG SPRINT, AND THE BIG SIGH.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    13 mins
  • Your Life Isn’t the Problem- Your Mind Might Be
    Mar 31 2026

    Send us Fan Mail

    Most folks are as happy as they make up their minds to be” -Abraham Lincoln

    If happiness is not a natural gift bestowed on some people, but not others, can the ability to choose happiness be learned?

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    15 mins
  • How to Protect Your Portfolio When Markets Run Hot
    Mar 24 2026

    Send us Fan Mail

    Kevin Lyles, CRPC™️ joins me in a discussion about risk mitigation when market valuations are high.

    Are there actions to take, and when are these actions appropriate?

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    51 mins
  • What Happens if You Retire with a Mortgage?
    Mar 17 2026

    Send us Fan Mail

    The question of entering retirement mortgage-free is interesting because it has financial, behavioral, and emotional components.

    In this podcast I discuss Taylor's financial position, and use Taylor's review as a gateway to the discussion about whether it's better to retire mortgage free.

    If you’d like to be a part of a free online retirement community, join us on Facebook:

    https://www.facebook.com/groups/399117455706255/?ref=share




    Show More Show Less
    21 mins