Shows
Retire With Purpose - The Retirement PodcastThe Most Overlooked Elements of a Successful Retirement with Fritz GilbertToday, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retirement blogs in the country. He has now been retired for six years, and while many people think the big transition ends the day you leave the workforce, Fritz's journey proves that retirement continues to evolve in meaningful, surprising, and deeply personal ways. Recently, he announced he is stepping away from full-time blogging to spend more of his life "outside the walls," shifting his time toward...
2025-12-081h 07Retire With Purpose - The Retirement PodcastMore Control, Less Surprise: A Real Retirement Tax Wake-Up CallWhat if you did everything "right" in retirement, but were still left surprised? That's exactly what happened to Fritz Gilbert, one of our favorite past podcast guests. In this episode, we unpack his recent article, "My Biggest Surprise in Retirement," and explore why his carefully planned Roth conversions didn't make the impact he expected. This conversation is for anyone who wants to stay in the driver's seat—no surprises, no backseat driving from Uncle Sam—just thoughtful, purpose-driven planning. In this episode, we discuss: Why Roth conversions may not reduce your tax-deferred balance as expected Why waiting...
2025-07-0423 minRetire With Purpose - The Retirement PodcastHow to Live a Big Life in Retirement with Fritz GilbertFritz Gilbert blogs at The Retirement Manifesto, where he provides practical financial independent and retirement planning guidance for people within ten years of retirement. His articles are regularly part of our weekend reading for retirees, and I think he's one of the best retirement writers working today. After 33 years in corporate America, Fritz and his wife retired at the age of 55 in June of 2018, sold their primary home, and moved to a cabin in the North Georgia mountains when he's not traveling the country in his RV. Today, Fritz and I are talking about the...
2021-02-151h 14