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Tag: retirement plan

13 results found
article

Do I Need a Bridge Account for Early Retirement?

Updated: June 20, 2025

If you plan on retiring before normal retirement age, or before you can take penalty-free distributions from your retirement accounts,…

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article

How To Save for Retirement When You Have a Pension

Updated: July 21, 2025

A pension plan is a retirement plan that provides a certain amount of income every month in retirement. Also called…

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episode

Is Retiring Early Really Worth It?

Updated: April 1, 2025

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article

How to Prioritize Investing versus Making Memories Now

Updated: December 12, 2023

How do you prioritize investing for retirement and making memories and experiences now? It can feel difficult to prioritize all…

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article

How to Legally Avoid Paying Taxes in Retirement!

Updated: December 4, 2023

Did you know that there are perfectly legal strategies you can use to AVOID paying taxes in retirement? Contributing to…

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article

When You Hit Your Retirement Number, Should You Keep Investing?

Updated: June 18, 2025

If you Know Your Number for retirement and reach that goal, does it make sense to continue investing even when…

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article

Why Are Backdoor Roth and Mega Backdoor Roth ‘Loopholes’ Allowed?

Updated: November 20, 2023

If Roth accounts are so good that the government limits who contributes and how much they can contribute, then why…

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article

How To Save for Retirement When You Have a Pension

Updated: June 20, 2025

How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your…

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article

How To Estimate Future Expenses in Retirement

Updated: June 20, 2025

Estimating your living expenses in retirement is the ultimate variable to determine how much you need to have saved (and…

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