Shows
TaylorMade Retirement with Taylor Demars, CFP®$4 Million Saved, Here's How He Retired 5 Years EarlierA client came to us with $4 million saved, convinced he had to work until 63. His advisor of 12 years said he was on track. But when we rebuilt his plan from the ground up, we found three assumptions that were costing him five of his healthiest retirement years.In this episode, Taylor walks through the three specific changes we made to his plan, without adding a dollar to his savings or increasing his risk, that moved his retirement date from 63 to 58.If your plan uses flat spending projections, a default investment allocation, and no Roth conversion...
2026-05-1218 min
Functional Retirement PodcastAvoiding the "Too Much Deferral" Problem | #060 The Functional Retirement PodcastIn this episode of the Functional Retirement Podcast, host Thatcher Taylor, a Certified Financial Planner, dives into a practical scenario involving a couple, Dan and Sally, who have just retired. With a combined need of $72,000 per year from their investment accounts to supplement their Social Security income, Thatcher explores the complexities of determining which accounts to draw from—traditional IRA, Roth IRA, or taxable brokerage account. He emphasizes that the answer is not straightforward and depends on various factors, including tax brackets, future distribution requirements, Medicare considerations, and estate planning goals. Listeners are encouraged to think critically about their ow...
2026-05-0135 minTaylorMade Retirement with Taylor Demars, CFP®5 Reasons To Retire Before 62 With $3.2M in a 401(k)Can you really retire before 62 with $3.2 million in a 401(k)? Taylor walks you through a real client case study where a couple with $3.2M chose a retirement plan that scored lower, projected less money — and gave them a better retirement than the "slam dunk" plan their previous advisor built.He'll show you why a 94% Monte Carlo score might actually be working against you, what "Tax-Induced Hesitation" is and how it quietly shrinks the retirement you saved for, and the Roth conversion window that closes every year you keep working.🎬 Watch next: How Retirement Changes Once You S...
2026-04-2821 minTaylorMade Retirement with Taylor Demars, CFP®Moving With $3M in a 401(k)? What Nobody Tells YouPlanning to relocate in retirement with $2M-$4M+ in a 401(k)? Before you list your house, listen to this. Most people don't realize that pulling money from a 401(k) for a down payment can cost $60,000-$65,000 in taxes— for a cash need that lasts 90 days. Taylor walks through the exact planning sequence he used with a real client couple to bridge their move for 95% less, and how the move itself became the catalyst for a Roth conversion strategy worth hundreds of thousands over their retirement.What you'll learn in this video:- Why th...
2026-04-2115 min
Magic Hour with Taylor Paige314 Where the Mother Wound, Body Image, and Forgiveness Work Intersect with Geneen RothTaylor shares an important conversation with bestselling author Geneen Roth on food, body image and patriarchal beauty standards and how it informs our spiritual journey in a physical body. They discuss where the Mother wound + disordered eating intersect, how our relationship to food matter much more than we realize, the idea of an eating meditation, conclusion work and SO much more on this week’s episode of Magic Hour!
Connect with Geneen Roth
https://geneenroth.com/
Find her new book, "Love, Finally" and all her other books here https://geneenroth.com/boo...
2026-04-151h 32
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad80. Roth IRAs, Market Chaos and Why Expats Are Leaving AmericaSomething is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now.
In this episode of Expat Wealth, Richard Taylor, dual UK/US citizen a...
2026-04-0259 min
The Pod Universe with Dylan & DaltonThe Faculty w/Taylor OrtegaSPOILER ALERT! We will be spoiling all of 1998's THE FACULTY, right off the bat!Taylor Ortega, comedian and star of the new Netflix series "Big Mistakes," visits The Pod Universe to revisit the 1998 sci-fi Scream-alike, THE FACULTY, and pitch her own contemporary remake! Let's take a look back at the surprisingly rad Robert Rodriguez flick that's essentially Invasion of the Body Snatchers meets The Breakfast Club, featuring not nearly enough Usher!This episode is sponsored by "Light Pursuit," the new album from Syracuse rock band Mosaic Mind. Find out more about mosaicmindband.com
2026-03-291h 41TaylorMade Retirement with Taylor Demars, CFP®Your Retirement Claiming Strategy is Probably Backwards (Here's Why)Most people with a 401k, Social Security, and pension claim them in the order that feels safest — but that sequence can quietly cost six figures in taxes you never needed to pay.Taylor breaks down the three tax traps that punish you for claiming in the wrong order, why the conventional sequence is backwards, and the phased strategy that can save you $100,000+ over your retirement — while still protecting you if life doesn't go according to plan.📌 TOPICS COVERED→ How 401k withdrawals trigger hidden taxes on your Social Security benefits→ The provisional income form...
2026-03-2413 min
Stay Wealthy Retirement PodcastThe Roth Conversion Rule Almost Nobody Explains Correctly (4 Scenarios That Make It Simple)Now that the One Big Beautiful Bill Act has made the 2017 tax rates permanent, more retirees are taking a fresh look at Roth conversions. But there's one rule that even reputable sources struggle to explain clearly—and the confusion can lead to costly mistakes. In this episode, I'm simplifying the Roth conversion 5-year rule and sharing: → Why the rule is so confusing (and what most people get wrong) → The fastest way to determine how the rule applies to your specific situation → 4 real-world scenarios so you can see exactly how it works...
2026-03-1919 minTaylorMade Retirement with Taylor Demars, CFP®New Health Insurance Rules Just Created a Hack For Early RetireesThe 2026 health insurance subsidy cliff is back — and it could cost early retirees over $20,000 a year in unnecessary premiums. In this video, I break down the exact withdrawal strategy we used to drop a couple's health insurance premium from $28,000/year to under $5,000/year. Same plan. Same coverage. Same doctors.If you're retiring before 65 and wondering how to afford ACA health insurance before Medicare, this is the most important number you need to understand: your MAGI (Modified Adjusted Gross Income). I'll show you what counts toward MAGI, what doesn't, and the hidden income traps that catch even ca...
2026-03-1011 min
Wealth Minded MDEverything to know about Roth IRAs, Roth 401Ks, & the Mega Backdoor Roth and when to consider each oneBetween the Roth IRA, Roth 401(k), and Mega Backdoor Roth, things can get a little confusing. In this episode, we break down the different types of Roth accounts and who should consider each one. From residents deciding between a 401(k) and a Roth IRA, to high-income earners navigating the Backdoor Roth and pro rata rule, to those nearing retirement evaluating Roth 401(k) contributions, we walk through practical scenarios to help you understand when each strategy makes sense. We also discuss tax diversification, required minimum distributions, legacy planning, and how to use multiple retirement accounts strategically to build flexibility for...
2026-02-2535 min
Wealth Minded MDTax Strategies for High-Income ProfessionalsMany high-income professionals aren’t aware of the tax strategies available to them to reduce their tax bills. In Part 2 of our episode with Ben Martinek of Bona Fide Finance, we discuss tax strategies and financial planning tips tailored for physicians and other high-income professionals. Plus, we delve into overlooked tax deductions, the benefits of a flat-fee financial model, and complex strategies like the Augusta Rule, hiring children, and leveraging real estate investments. Tune in now to uncover actionable tips, avoid common mistakes, and take control of your financial future.
[00:07:07] Maximizing Tax Incentives for High-Income Ear...
2026-02-1148 min
Documentary FirstThe Imposter Gap | Deep Dive with Jeffrey RothImagine standing in an ancient Egyptian tomb, camera in hand, as a sarcophagus is opened for the first time in thousands of years. For filmmaker Jeffrey Roth, that moment sparked a realization: "No, this is real."This is the first-ever episode of Documentary First: The Deep Dive—a new companion series where Christian Taylor takes one insight from recent podcast conversations, explores it deeply, and connects it to the universal experience of creative work.In this episode, Christian unpacks why "mountaintop moments"—the ones you've worked years to reach—often feel completely different than you expect...
2026-02-0507 min
Documentary FirstEgyptian “Indiana Jones”, Zahi Hawass of “The Man With The Hat” I Deep Dive with Jeffery RothJeffrey Roth has spent his career letting extraordinary people tell their own stories—Apollo astronauts, President George H.W. Bush, and now Dr. Zahi Hawass. In this episode, Christian Taylor inquires about the logistics of independent documentary filmmaking in Egypt: working with fixers, navigating permits, shooting in ancient tombs with one hour of access, and why he withholds narration. Plus: the personal moments that make his films unforgettable.Links:Trailer- The Man with the Hat - Official TrailerThe Man with the Hatinstagram.com/themanwiththehatmovieTiktok: @themanwiththehatmovie
2026-01-151h 15TaylorMade Retirement with Taylor Demars, CFP®Legacy Planning Without Overpaying the IRS: Retirement Tax StrategiesWondering how to leave a legacy for your heirs without handing more than you need to Uncle Sam? In this episode, Taylor tackles a listener’s question about legacy planning and smart tax strategies in retirement. Get insights on how to be more intentional with what you pass along and discover key moves that could help you keep more of your hard-earned savings. Here’s what we discuss in today’s show:🧾 Tax Planning: Reducing lifetime tax drag🔄 Roth Conversions: When to use them and how they make sense
2025-12-3117 min
Wealth Minded MD401k Changes & Mishaps to Avoid There are many mistakes that people make when contributing to their 401k or 403b at their job. In this episode, find out what they are and how to avoid those pitfalls. We discuss the importance of contributing enough to get the full employer match, understanding Roth vs. traditional contributions, and ensuring your money is properly invested. Plus, hear about the significance of not cashing out when switching jobs, remembering old 401k accounts, and familiarizing yourself with vesting rules. Learn the implications of student loans on employer matching and highlight the changes introduced by the SE Secure 2.0 Act.
...
2025-12-1046 min
Winning Retirement Radio“Don’t Roth Convert?” The Truth Behind Tax-Free Retirement PromisesAn ad claims you can skip Roth conversions and avoid taxes. We reveal what’s real—and what’s just marketing. When a Facebook ad promises you can “eliminate taxes on your retirement accounts—no Roth conversion required,” it’s hard not to click. But is it too good to be true? Greg and Kristen dive into the buzz around “tax-free retirement” webinars and explain why eliminating taxes completely isn’t realistic—but reducing them absolutely is. Greg shows how different strategies—like timing Roth conversions, managing required minimum distributions, and planning around Medicare and income brackets—can save...
2025-11-0411 min
Wealth Minded MDDownsides of the Traditional IRAMany high-income earners find themselves wondering if a traditional IRA is the right choice. In this episode, we delve into why a traditional IRA may not be the best option. We break down key points such as the lack of tax deductions, the complexities introduced by the pro rata rule, and the tax disadvantages of deferring taxes to retirement. Plus hear about alternatives like the backdoor Roth IRA, the benefits of tax diversification, and other tax-advantaged accounts like HSAs. Tune in for a detailed analysis to help you make informed decisions on your retirement planning!
[00:10:47] W...
2025-10-0848 min
Westlake Nation PodcastLoving the Grind with Chase RothChase Roth makes our 2025 debut episode as he represents both the senior class and the attack team. Enjoy our Chap of the Week Podcast, "Loving the Grind with Chase Roth."
2025-09-2417 minExpat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James BoyleThe intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America.
Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - offers practical advice for expats on navigating these challenges to promote financial security and compliance, including how to avoid the potential pitfalls of Roth IRA conversions.
In this episode of From the Trenches on We’re...
2025-09-0338 min
Investor's InsightRoth Conversions Part 2: Avoiding the Tax Trap: Timing Your Roth RightThink a Roth conversion is just a tax move? Think bigger. In this episode, Zach and Lyndon Taylor of Choice Wealth Partners dive into the strategy behind Roth conversions—from timing and tax bracket management to Medicare premiums and legacy planning. They explain how laddering conversions over time can reduce tax pressure and increase flexibility, and why professional guidance is key to avoiding costly mistakes. Whether you're planning for retirement or thinking about what you'll leave behind, this conversation helps you see the full picture.See omnystudio.com/listener for privacy information.
2025-08-0511 minInvestor's InsightRoth Conversions Part 1: Is a Tax-Free Retirement Really Possible?Think Roth conversions are only for the ultra-wealthy? Think again. In this episode, Zach and Lyndon Taylor of Choice Wealth Partners break down what Roth conversions really are, why they matter, and how changing tax laws are reshaping retirement strategies. From tax implications to income limits and strategic timing, they explain how this tool can offer flexibility and control—if used wisely. Whether you're just starting out or sitting on a sizable IRA, this conversation lays the groundwork for smarter retirement planning.See omnystudio.com/listener for privacy information.
2025-07-2908 min
Make the Most of Your Money Podcast#20 - Tax Landmines in RetirementRetirement planning requires understanding three major tax landmines that can derail your financial strategy: Required Minimum Distributions (RMDs), the widow's penalty, and beneficiary taxes.• RMDs are mandatory withdrawals from tax-deferred accounts starting at age 73 (increasing to 75 in the future)• The percentage of your account that must be withdrawn increases with age, potentially pushing you into higher tax brackets• The "widow's penalty" refers to the compressed tax brackets when filing as single rather than married filing jointly• Beneficiaries typically have 10 years to empty inherited retirement accounts, which can create significant tax burden• Roth conversions during low...
2025-06-1732 min
Y-Option: College Football with Yogi RothTroy Taylor Fired. What's Next for Stanford FootballTuesday morning, Stanford football GM Andrew Luck released the following statement:"Since beginning my role as General Manager, I have been thoroughly assessing the entire Stanford football program. It has been clear that certain aspects of the program need change. Additionally, in recent days, there has been significant attention to Stanford investigations in previous years related to Coach Taylor. After continued consideration it is evident to me that our program needs a reset. In consultation with university leadership, I no longer believe that Coach Taylor is the right coach to lead our football program. Coach Taylor has...
2025-03-2507 min
Wealth Minded MDSolo 401K accounts and the Mega Backdoor RothIf you have a side gig, there’s a powerful way to grow your wealth while protecting it from taxes. In this episode, we delve into the benefits and nuances of Solo 401ks and the advanced Mega Backdoor Roth IRA strategy. Discover how a Solo 401k lets you contribute as both an employee and employer, and how it can be an excellent option for self-employed professionals and those with side gigs. We also break down the distinctions between basic and 'fancy' Solo 401k plans, highlighting the significant tax advantages and contribution limits. Additionally, the discussion includes potential drawbacks, such as...
2025-03-1244 minFunctional Retirement PodcastIRS Makes 401k Catch-Ups Mandatory To Roth I Ep: 46Welcome to the Functional Retirement Podcast with your host, Thatcher Taylor! In this episode, we dive deep into the world of Roth catch-up contributions and the significant changes coming in 2026 that every retiree needs to know. If you're over 50 and working for an employer with a 401(k), this episode is a must-listen!Discover how the Secure Act 2.0 is reshaping retirement planning by making Roth catch-ups mandatory for high-income earners. Thatcher breaks down the implications of these new rules, including the shift from pre-tax to Roth contributions, and what it means for...
2025-02-2813 minFunctional Retirement PodcastThe IRS Doesn't Make Roth IRA Building Easy I Ep: 045In this episode of the Functional Retirement Podcast, host Thatcher Taylor, a Certified Financial Planner, dives deep into the world of Roth IRAs. He discusses the growing popularity of Roth accounts and the various methods to contribute to them, especially for those who may face income limits.Key topics include:Income Limits: Understanding the thresholds for contributing to a Roth IRA and how they can affect your ability to save.Conversions: Learn about the process of converting traditional IRA funds to a Roth IRA, including the important 5-year rule that...
2025-02-2228 min
Wealth Minded MDNavigating the Backdoor Roth IRAA Backdoor Roth IRA is a powerful tool for building long-term, tax-free wealth, but navigating the process can be tricky. In this episode we break down the basics and advanced strategies of the backdoor Roth IRA—what it is, who should use it, and how to do it right. Learn how to execute the process step-by-step, address common mistakes like over-contributing, and clarify when the backdoor Roth IRA is necessary. Plus, we dive into the pro-rata rule and what it means for those with existing traditional IRAs. Tune in now to master the Backdoor Roth IRA with confidence!
2025-02-1943 min
The Front StretchHeadlines and Anthony RothThe guys discuss the new ride for Cole Vanderheiden, NASCAR's new OEM penalties and moreThen they sit down with US30 Speedway Late Model Champion Anthony Roth
2025-02-1153 min
Make the Most of Your Money Podcast#10 - Savings WaterfallShould you pay off debt or save for retirement? Which accounts should come first? Colin and Taylor break down the ‘savings waterfall’—a step-by-step approach to prioritizing your savings. They walk through Colin’s savings order, discuss key exceptions like HSAs, 529s, and big purchases, and help you make the right choice for your situation.An example of Colin's waterfall:1. Employer Match2. Pay off high interest credit card debt3. Create an emergency fund4. Max out Roth or Backdoor Roth contributions5. Max out employer retirement plan6. Taxable brokerage accountThey also discuss exceptions such as HSAs, 529s, and saving for a big purc...
2025-01-2830 min
Capitalize Your Fridays!Maximizing Your 529 PlanIn this episode, Mike and Taylor provide an introduction to 529 saving strategies as well as consider the new 529 to Roth Conversion Rule. 529 accounts are a savings plan used primarily for college savings, but have been expanded to be used for K-12 tuition, apprenticeships, and even career based education programs
These new changes have the potential to be beneficial to clients and listeners when navigating the best strategy for education savings and what to do with remaining 529 savings after children or grandchildren graduate.
2024-11-2340 min
Behind the TickerThematic ETFs at Scale: 40+ Funds | Taylor KrystkowiakIn a recent episode of “Behind the Ticker,” Taylor Krystkowiak, co-founder of ThemesETFs, shared insights into his career and the innovative strategies behind ThemesETFs. Krystkowiak, who has worked at various firms ranging from Fortune 500 companies to boutique asset managers, brought his extensive experience in macroeconomic analysis and investment strategy to ThemesETFs. The firm, founded by Jose Gonzalez, focuses on providing thematic and fundamental investment strategies at competitive price points, offering a range of ETFs that cater to current market demands.ThemesETFs aims to differentiate itself by offering niche investment strategies at about 40% lower fees compared to the cate...
2024-08-0329 minStay Wealthy Retirement PodcastRoth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)Are you ready to get answers to some BIG retirement questions? Questions such as: ➤ What role does the equity in my home play in my retirement plan? ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance? ➤ Are closed-end funds a good investment? ➤ How do I properly evaluate pension vs. lump-sum decisions? Today on the show, I'm answering these questions (and more!) with my good friend, Roger Whitney. I'm also providing an update on the Retirement Podcast Network after taking a hint fro...
2024-07-3147 min
Kiwi and the Bird: Book Nerds in SessionBOOK DISCUSSION: "When Among Crows" by Veronica RothIt's time to get SPOILERY! No holes are barred in today's episode. We're getting into the nitty gritty with Veronica Roth's WHEN AMONG CROWS. Dare to listen?
Are you a book lover? We are too! Join Kiwi and the Bird as we discuss and debate YA and NA's hottest releases. This podcast is perfect for fans of Sarah J. Maas, Rebecca Yarros, Holly Black, Marissa Meyer, Leigh Bardugo, and more.
Curious about us? Keimi (the Kiwi) works at the local library and has a passion for gummy sweets, parkour, a...
2024-07-2942 min
Kiwi and the Bird: Book Nerds in SessionBOOK REC: "When Among Crows" by Veronica RothOn a unique scale from 1 - 7, how much did Keimi and Taylor love WHEN AMONG CROWS by Veronica Roth? Find out in this 15 minute book recommendation! (NON SPOILER)
Are you a book lover? We are too! Join Kiwi and the Bird as we discuss and debate YA and NA's hottest releases. This podcast is perfect for fans of Sarah J. Maas, Rebecca Yarros, Holly Black, Marissa Meyer, Leigh Bardugo, and more.
Curious about us? Keimi (the Kiwi) works at the local library and has a passion for gummy sweets, p...
2024-07-2921 min
Kiwi and the Bird: Book Nerds in Session5 MIN BOOK REC: "When Among Crows" by Veronica RothHURRY! We only have 300 seconds to talk about Veronica Roth's latest release, WHEN AMONG CROWS. Do you think we can fit in all of our thoughts and feelings for this adult fantasy in just 5 minutes? Listen to find out! (NON-SPOILER)
Are you a book lover? We are too! Join Kiwi and the Bird as we discuss and debate YA and NA's hottest releases. This podcast is perfect for fans of Sarah J. Maas, Rebecca Yarros, Holly Black, Marissa Meyer, Leigh Bardugo, and more.
Curious about us? Keimi (the Kiwi...
2024-07-2909 min
The SolarpreneurHow To Use Aged Leads in Your Solar Business - Peter Rothhttps://zendirect.com/https://crmx.app/https://zapier.com/https://www.solarscout.app/taylorTOP 10 MOST DOWNLOADED EPISODES OF ALL TIMEhttps://www.youtube.com/@solarpreneursgoals.solarpreneurs.comoneliners.solarpreneurs.comhttps://solciety.co/ - JOIN SOLCIETY NOW!SIRO APP - LEARN MORE!
The SOLARPRENEUR podcast is here to help you close more deals in the solar industry, generate more leads and referrals, and hopefully, have a much better time and situation.
2024-07-2357 min
The Light WithinLife After Loss + Large Scale Change with Spiritual Coach Rachelle TaylorIn this episode, B is joined by spiritual coach, Rachelle Taylor, to share insights on how to navigate life after loss and large-scale change. Listen as Rachelle shares her story and insights on how to find your faith, trust in the unknowns, and deepen your connection with Self to ultimately bring more peace and presence into your everyday life. If you're moving through a period of change, loss, or growth on your path - this one's for you. Connect with Rachelle on Instagram: https://www.instagram.com/rachelle__taylor/Connect with Brittany on Instagram:ht...
2024-07-1144 min
Your Fellow OdyssiansImpactful. (ft. Josh Taylor)In this week's episodes,
We kick off Season 2 of YFO with Josh Taylor, (Blimey Cow) who shares his "Odyssey story", talks about the different aspects of the show, and what his favorite episodes and characters are. He also talks about when he and his family attended "Live at the 25", the times he got to meet Marshall Younger and Nathan Hoobler, and how he got Katie Leigh and Phil Lollar to do voiceover on his series "Brother, Brother Time".
The ScoopCast:
The Adventures in Odyssey ScoopCast » An Adventures in Odyssey Podcast
Check out the Blimey Cow Yo...
2024-06-071h 22
The Vitals PodcastA cancer vaccine in the making and AI that can discover drugs!
Our first story is brought by Elias Sayour and his team at the University of Florida, who has completed tests with a vaccine that teaches the immune system to attack the deadliest and most aggressive form of brain cancer. Our second story comes from Dr. Bryan Roth, the director of the NIMH Psychoactive Drug Screening Program at the University of North Carolina School of Medicine, who is working with his team of colleagues at UCSF, Stanford, and Harvard to prove the effectiveness of an AI that give you potential drugs to treat neuropsychiatric diseases.
2024-05-2012 min
Wealth Minded MD401K Dilemmas and what to do when you change jobsUnlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future!
[00:02:38] Brittne's supermom shuffle conquering daycare spring sickies with her kids
[00:15:09] Lisha’s mistake of not verifying which physicians were in-network before scheduling a doctor’s appointment
[00:21:36] Why doing nothing with your 401k might be an optio...
2024-05-011h 00Functional Retirement Podcast9 Places To Put Cash When Income is too High for a Roth IRAIn this episode, Thatcher covers options such as Roth conversions, backdoor Roth contributions, non-deductible IRA contributions, taxable brokerage accounts, 401ks, life insurance, annuities, paying off your mortgage, and investing in real estate.If you want to learn more about these options and how to choose the right one for your financial situation, make sure to listen to the full episode. For a detailed list of the alternatives discussed, visit www.propathfinancial.com/post/nine-roth-alternatives.Don't miss out on valuable financial insights and tips. Like, subscribe, and follow the Functional Retirement Podcast on your favorite platform...
2024-04-1218 min
Wealth Minded MDOne investment account you should considerInvesting can be easy with the right approach! Each account in your investment portfolio serves a different purpose. In this episode, we discuss the ROTH IRA and how it will serve you and your money today and in the future!
[00:02:50] March madness brackets and Lisha’s office bets
[00:06:18] Why a Roth IRA is beneficial
[00:10:19] Investing for those who make under six figures
[00:22:33] Contributing indirectly through the Backdoor Roth IRA [00:28:58] Investing nuances to be mindful of
[00:39:03] Fun money: Brittne is booking flights and Lisha is stuffing her face with Girl Sco...
2024-04-0343 minStay Wealthy Retirement PodcastRoth Conversions and the 5-Year Rule (Explained!)Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule. 👉 Click here to join the newsletter! *** TODAY'S EPISODE: The "Trump-era tax cuts" are set to expire in 2026. In other words, retirement savers only have two more years to take advantage of today's lower tax rates. One of the popular strategies to do this is through (aggressive) Roth...
2024-03-0725 min
The Potential Podcast!Jeff Teravainen - "Thanksgiving", Far Cry, Splinter Cell, Dark MatterGrab those controllers and let’s take it to the next level! On this episode, Chris and Taylor are joined by Canadian actor/voice over artist Jeff Tervainen. We enjoyed discuss his beginnings as a musician in The Life, getting into voice over work for some of the biggest IPs like Far Cry, Splinter Cell, and Assassins Creed and snagging a part in the latest slasher “Thanksgiving” working with famed horror icon Eli Roth. Jeff totally nerds out and is definitely one us! Follow us on:Instagram: https://www.instagram.com/thepotentialpodcast/Fa...
2024-02-2047 minFunctional Retirement PodcastDoes a Back Door Roth IRA Conversion Make Sense for Retirement.In this episode of the Functional Retirement Podcast, certified financial planner Thatcher Taylor dives into the topic of getting tax-free income in retirement through a backdoor Roth conversion. He breaks down the technique and discusses whether it makes sense for your financial situation.Throughout the episode, Thatcher delves into the specific elements of the backdoor Roth conversion, including income limits for Roth IRA contributions, the conversion process, the pro rata rule, and the necessary reporting forms. He also discusses the importance of evaluating your tax situation to determine if a backdoor Roth conversion is the right strategy...
2024-02-1619 minFunctional Retirement PodcastWill your Roth Conversions Be Taxable in Retirement? I Ep:029👉In this episode of the Functional Retirement Podcast, host Thatcher Taylor dives into the topic of Roth conversions. Join Thatcher as he answers listener questions and breaks down the ins and outs of Roth conversions, including how they work, potential penalties, and whether or not they are right for you.👈📈Discover how Roth conversions fit into your overall retirement portfolio and gain valuable insights for planning your financial future. 🎆Don't miss out on this informative and thought-provoking episode!✅Contact Thatcher at thatcher@propathfinancial.com with comments and questions!Are...
2024-02-0218 min
Movie and TV Show Reviews - Ray Taylor ShowKillers of the Flower Moon: Movie Review from the Ray Taylor ShowKillers of the Flower Moon: Movie Review from the Ray Taylor Show Show topic: Dive deep into the riveting world of 'Killers of the Flower Moon,' a 2023 American epic Western crime drama, in this detailed video review. Directed and produced by the legendary Martin Scorsese and co-written with Eric Roth, the film adapts David Grann's powerful 2017 non-fiction book. Set against the backdrop of 1920s Oklahoma, the story unfolds the chilling series of murders within the Osage Nation following the discovery of oil on their land.The film features an...
2024-01-1552 min
The Potential Podcast!Potential Pick - Thanksgiving (2023)Chris and Taylor are back from a nice thanksgiving break with a second helping! Here they review the slasher film, Thanksgiving, directed by Eli Roth, from a screenplay written by Jeff Rendell and a story by Roth and Rendell, who produced with Roger Birnbaum. In the film, an axe-wielding maniac terrorizes residents of Plymouth, Mass., after a Black Friday riot ends in tragedy. Picking off victims one by one, the seemingly random revenge killings soon become part of a larger, sinister plan. The film stars Patrick Dempsey, Addison Rae, Milo Manheim, Jalen Thomas Brooks, Nell Verlaque, Rick Hoffman, and...
2023-11-2913 min
Ahh! Real FilmsEpisode 129--Ahh!! The Return of the Thanksgiving Episode!Welcome ladies, germs, and people of all genders (and turkeys and turkettes)! Join Taylor & Curtis as we return to a classic, beloved episode – the Thanksgiving episode! The fans have been BEGGING for it, and we thought this week’s release of Thanksgiving by Eli Roth was a perfect opportunity to return to a classic. Unfortunately, this also means we must cover one of the worst movies we’ve ever watched – but alas! Do Curtis and Taylor know the word “plumage”? Is the table set? Does shitting in your spouses coffee convey your desire for a divorce? And what IS Florida’s fa...
2023-11-221h 13
The Potential Podcast!Potential Pick - Killers of the Flower MoonChris and Taylor review the western crime drama film, Killers of the Flower Moon, directed by Martin Scorsese from a screenplay he co-wrote with Eric Roth, based on the 2017 non-fiction book of the same name by David Grann. Set in 1920s Oklahoma, it focuses on a series of murders of Osage members and relations in the Osage Nation after oil was discovered on tribal land. Tribal members had retained mineral rights on their reservation, and whites sought to gain their wealth. The film stars Lily Gladstone, Leonardo DiCaprio, Robert De Niro, Jesse Plemons, Tantoo Cardinal, Cara Jade Myers, JaNae...
2023-11-1520 minFunctional Retirement PodcastListener Question | I'm 60, Do Roth Conversions Require a Five-Year Waiting Period For Tax-Free Distributions? | Ep: 017In this episode, we tackle a fascinating listener question that delves into the world of Roth conversions and the potential tax savings they can bring. We explore the strategy behind Roth conversions and how understanding the difference between future and current taxation is crucial before implementing them. It may sound technical, but trust me, it's worth it!Thank you all for your continued support and for tuning in to the Functional Retirement Podcast. Your engagement, questions, and reviews help us grow and reach more people who can benefit from our insights.Please leave a 5 star...
2023-10-2719 minFunctional Retirement PodcastEssential Can't Ignore Year-End Planning For Retirees | RMDs, QCDs, NUA, Roth Conversions | Ep: 016In this episode of the Functional Retirement Podcast, host Thatcher Taylor dives into year-end planning and shares some valuable insights and recommendations. From discussing comprehensive planning as a certified financial planner to exploring the impact of a book called "The War of Art" by Steven Pressfield, Thatcher provides valuable information to help you navigate your financial journey. Whether you're looking for a one-time plan or ongoing assistance, Thatcher has you covered. Don't miss out on this episode filled with valuable tips and advice. Year-end planning for retirement is an essential aspect of financial management that individuals need t...
2023-10-0617 min
The Grey Beard podcastArchetype Aperture: Taylor RothTaylor is another amazing photographer that is local to Jax and I can't even describe the joy I felt when I found her page! She has a very different style that I am absolutely over the moon about, its a little dark and moody (just like me!) Taylor has a very extensive background as a graphic designer, among many other things, she is definitely a mover and a shaker and a major hustler! She is a FULLTIME PHOTOGRAPHER!!!!!!! In this episode you'll learn just how she does what she does fulltime, so you will not want to miss this...
2023-09-241h 38
Brutal American PodcastUnlocking the Secrets of Smart Debt Management with Joe GarrisiSend us a text!How do you manage debt? It's a tricky subject. Prepare to untangle the complexities of debt management with Joe Garrisi, the brains behind Backwards Planning Financial, who joins us for this insightful conversation with today's guest host, Dan Berkholder. From the popular debt snowball approach to the more nuanced strategies of debt avalanche and consolidation, we'll illuminate the path to financial freedom for you. And hey, we don't just stop at theory—we'll give practical insights into managing credit card debt, including the pros and cons of balance transfers. Ever toyed wi...
2023-08-301h 11
Stay Wealthy Retirement PodcastBackdoor Roth IRA: What It Is, Pros + Cons, and How to ExecuteToday we're talking about the Backdoor Roth IRA. Specifically, guest host Jeremy Schneider is sharing: What the Backdoor Roth IRA strategy is Why you should (or shouldn't) pursue it How to execute it the right way If you're interested in learning more about this unique strategy for getting more money into a Roth IRA, this episode is for you. *** WANT MORE RETIREMENT PLANNING TIPS? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive a copy of my 2023 Tax...
2023-08-1609 minStay Wealthy Retirement Podcast3 (More) Reasons NOT to Do Roth ConversionsLast year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion. The 5 reasons shared were: 1️⃣ - Shadow taxes 2️⃣ - No undo button 3️⃣ - Lack of cash flow to pay the tax bill 4️⃣ - You just don't want to :) 5️⃣ - Future charitable giving goals Today I'm sharing three (more) reasons not to convert + why it might be ok to leave money in your pre-tax IRA. Roth conversions can be a wildly beneficial tax planning move for the right person... ...but they aren't a "no-bra...
2023-07-1219 minFunctional Retirement Podcast#009: Tax Planning, Retirement, and Health with a Literal Tax Master Kevin OleszewskiIn this episode of the Functional Retirement Podcast, host Thatcher Taylor welcomes tax expert Kevin Oleszewsky (prounounce Oshesky) to discuss tax strategies and the importance of taxes in retirement planning. Before diving into the financial and tax planning aspects, they discuss Kevin's personal health journey, which involved changing his diet and exercise routine and losing a significant amount of weight. The episode emphasizes the role of health in retirement, as it affects longevity risk, income distribution, protection, and estate planning. The podcast aims to explore the intersection of health and retirement planning and provide expert insights on t...
2023-06-1650 min
The Financial Independence ShowRoth vs. Traditional | Cody GarrettRoth vs Traditional is one of the oldest arguments in the financial independence space.
Today we’re settling the debate!
The reality is that there is no “right” answer but there is a right answer for you.
Cody Garrett brings his expertise to help you decide which one fits your path.
He is a fee-based financial advisor at Measure Twice Financial.
Cody had already put together a great resource that breaks down Roth vs Traditional.
But we’re taking it a step further by peppering Cody with all the...
2023-04-0558 min
Y-Option: College Football with Yogi RothTroy Taylor: Racing to the FarmOur coaching tour continues this week as Yogi chats with a new head coach in the Pac-12. Yogi talks with new Stanford head coach, Troy Taylor, about his unique path to get to Stanford, his excitement for the job, what he has learned along the way and what he has planned for the Cardinal. Plus, we hear about Coach Taylor's history in extereme sports and how he may have launched Mike Healey's motocross career. 'The Afterglow' discusses after the interview.Come discover Troy Taylor's 'it factor' on "The It Factory: Pac-12 Football with Yogi Roth" presented...
2023-03-1433 minThe Front StretchFeb 21st, 2022 - Daytona Recap, Anthony RothDirk and Dan recap the 2023 Daytona 500 in Turn 1
Then James and Dan sit down with Anthony Roth to talk about his 2022 season behind the wheel of the 60IV
2023-02-2143 min
The Potential Podcast!Potential Pick - She-Hulk: Attorney at Law Spoiler ReviewSpoiler Warning! Chris and Taylor review the latest Marvel/Disney+ series "She-Hulk: Attorney at Law" created by Jessica Gao. Jennifer Walters navigates the complicated life of a single, 30-something attorney who also can turn into the superpowered She-Hulk. The series stars Tatiana Maslany, Jameela Jamil, Ginger Gonzaga, Mark Ruffalo, Tim Roth, Josh Segarra, Mark Linn-Baker, Tess Malis Kincaid, Benedict Wong, Jon Bass and Charlie Cox.
2022-10-2719 min
The Book Was Better46- AllegiantAfter a bit of a hiatus, Kaley and Taylor discuss "Allegiant," the 3rd book in the Divergent series by Veronica Roth, and compare it to its movie adaptation.
2022-09-2852 minThe Book Was Better45- InsurgentKaley and Taylor discuss "Insurgent" the 2nd book in the Divergent series by Veronica Roth and compare it to its movie adaptation.
2022-07-1245 min
The Book Was Better44- DivergentKaley and Taylor discuss the first book in the Divergent series by Veronica Roth.
2022-06-2359 min
Retire ASAP with Taylor FikeEp 67: Now Is Time For Roth ConversionsRecently, the stock market has been down and many people can't help but feel a little worried. However, we're going to take a positive spin on this situation and talk about why it might be advantageous to do Roth conversions right now.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
2022-05-1918 min
Red Dirt America with Chuck TaylorRed Dirt America ep16 - John SebastianSeason 2 of Red Dirt America kicks off with Music Icon John Sebastian of the Lovin' Spoonful. Legendary musician John Sebastian takes listeners back to the golden days of rock and roll, recalling his time at Woodstock and his inspiring collaboration with Arlen Roth. He also reminisces about playing alongside Yank Rachel in the early 90s and shares his thoughts on the Rock and Roll Hall of Fame. His newest album, Explore Spoonful Songbook, is a true testament to his musical talent. Join John and host Chuck Taylor for a lighthearted and captivating conversation about music and its timeless impact...
2022-05-1020 min
Chicago Sports with David SchusterEP 72 - The Blackhawks On Ice Podcast - Featuring Taylor Raddysh and Derek KingWelcome to The Blackhawks on Ice PodcastWith your Host David SchusterShow Rundown: Interviews with Taylor Raddysh and Derek King Follow us @Schumouse & @hockeypodnetRate & Review on Itunes & Apple PodcastProudly presented by The Hockey Podcast NetworkDraftkings.com Use Promo Code THPN for signup bonus and weekly deals up to $150 in free bets!David Schuster started out at Sports Phone — a pre-sports talk radio service fans called in to for scores and updates — but mostly is known to lo...
2022-04-1309 minStay Wealthy Retirement PodcastRoth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode. Need retirement + tax planning help? 👉 Learn more about our Free Retirement Assessment For the episode show notes and links, click here.
2022-04-0524 min
Real Estate Fund InsiderThe Million Dollar Investor: Which Investment is Right for YouTaylor Vick, CFA and 100+ million dollar investment fund manager, founder of Blue Ridge Asset Management, gives an insider look into the Million Dollar Investor and the investment routes that might be a fit, or a flop for you.Covered in this Episode: 🔸 The Difference Between Thinking like a 9-5 Money Maker VS a Million Dollar Investor🔸 When to Play it Safe, When to Take a Risk🔸 ROTH VS FUNDS VS STOCKS 🔸 Investment Types Pros/Cons - Behind the Curtain OpinionLearn more about Taylor, his te...
2022-04-0422 min
Real Estate Fund InsiderThe Million Dollar Investor: Which Investment is Right for YouTaylor Vick, CFA and 100+ million dollar investment fund manager, founder of Blue Ridge Asset Management, gives an insider look into the Million Dollar Investor and the investment routes that might be a fit, or a flop for you.Covered in this Episode: 🔸 The Difference Between Thinking like a 9-5 Money Maker VS a Million Dollar Investor🔸 When to Play it Safe, When to Take a Risk🔸 ROTH VS FUNDS VS STOCKS 🔸 Investment Types Pros/Cons - Behind the Curtain OpinionLearn more about Taylor, his te...
2022-04-0422 minStay Wealthy Retirement PodcastRoth Conversions Part 1: What, How, and WhyToday I'm kicking off a 2-part series on Roth conversions. Specifically, here in part one, I'm breaking down: What a Roth conversion is How a Roth conversion works Why Roth conversions are so popular If you're ready to master the basics of Roth conversions, today's episode is for you. Need tax and retirement planning help? 👉 Learn more about our Free Retirement Assessment For the episode show notes and links, click here.
2022-03-2314 min
Stay Wealthy Retirement Podcast5 Reasons NOT to Do a Roth Conversion in 2022Today I'm talking about Roth conversions. But instead of talking about why they're so great... ...I'm sharing 5 reasons why you might NOT do them. To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause. If you're ready to learn why you might pass on Roth conversions (today or in the future!), today's episode is for you. 👉 Click Here to Access Show Notes and Links for This Episode
2022-03-0125 min
Y-Option: College Football with Yogi RothEric Dickerson: His Journey In His WordsYogi Roth sits down with Hall of Famer Eric Dickerson in front of a live audience at the book release of Eric's new book "Watch My Smoke." The event was put on by Thuzio. Yogi and Eric get into various stories from Eric's life including his adoption, playing in the NFL (and blocking Lawerence Taylor), meeting Muhammad Ali, playing at SMU and he sets the record straight on the infamous Trans Am story."The Postscript" breaks it down after the episode.Come discover Eric Dickerson's 'It Factor' on "The It Factory: Pac-12 Football with Yogi Roth"...
2022-02-0755 min
BEAT JOURNEYROTH BART BARON 三船雅也 × WONK 荒田 洸（Part.1 / 2）楽曲創作の過程に迫るドキュメンタリーPodcast《BEAT JOURNEY》Season 2では、ROTH BART BARONの三船雅也をホストに据え、楽曲制作秘話を掘り下げる。今回のゲストは、WONKのドラマーであり、ビートメイカーである荒田 洸。WONKの制作スタイルは「チームスポーツ」編成から、荒田さんのディレクションを取る方式に。ミックスで気をつけていることや、音圧について…。具体的な「余白の作り方」のコツや、初心者向けツールの話も。そしてトークは、自分の原点となったバンドミュージックの話へと移っていく。BEAT JOURNEYでしか聴けないエピソードを、今週もお聞き逃しなく。＜参考楽曲＞・ WONK - FLOWERS＜参考人物＞・江﨑文武・井上幹 WONK・岡田拓郎・Le Velvets・Neutral Milk Hotel・Wilco・THE BAND・Allman Brothers Band・Paul Frederic Simon・James Taylor・ROTH BART BARON・WONK■SPINEAR Contacthttps://sbwl.to/4hq8E62
2021-12-2725 min
The Potential Podcast!Potential Pick - Dune: Part OneChris and Taylor review the new sci-fi epic "Dune: Part One" written by Jon Spaihts, Eric Roth and Denis Villeneuve with Villeneuve directing. Based on the 1946 novel by Frank Herbert, the film follows Paul of House Atreides as his family is sent to rule over the dangerous desert planet of Akkaris to mine the most valuable resource in the universe. The film stars Timothée Chalamet, Rebecca Furgeson, Oscar Isaac, Josh Brolin, Jason Momoa, Stellan Skarsgård, David Dastmalchian, Dave Bautista, Sharon Duncan-Brewster, Chang Chen, Javier Bardem and Zendaya.
2021-11-0416 minThe Financial Independence ShowMega Backdoor Roth & Solo 401k ExplainedIn this episode, the FI Show Guys give you a step-by-step guide to utilizing the Mega Backdoor Roth and Solo 401k.
You might be able to contribute A LOT more than you thought was possible. And that’s true whether you work for a company (using a Mega Backdoor) or run your own business (using a Solo 401k).
In this episode, you’ll learn:
The three contribution buckets (pre-tax, Roth, and after-tax)
How to calculate your contribution limits
Combining company contributions with self-employment contributions (for all you side hustlers)
And where you can invest those...
2021-08-2436 min
The FI ShowMega Backdoor Roth & Solo 401k ExplainedIn this episode, the FI Show Guys give you a step-by-step guide to utilizing the Mega Backdoor Roth and Solo 401k.That means instead of limiting yourself to $19.5k into your 401k, you'll be looking at $58k. And that's true whether you work for a company (Mega Backdoor) or run your own business (Solo 401k).In this episode, you'll learn:The three contribution buckets (pre-tax, Roth, and after-tax)How to calculate your contribution limitsCombining company contributions with self-employment contributions (for all you side hustlers)And where you can invest those 401k fundsWe...
2021-08-2436 min
Finance Flash Go | Create and Grow Wealth | Lessons, Tips, and Strategy#88: The Finance Flash Go Podcast | Should You Invest in a Backdoor Roth IRA? | Important Topics About MoneyToday on the Finance Flash Go! podcast, I’ll share my thoughts about investing in a backdoor Roth IRA as a high income earner.
Think this is a simple answer?
You may be surprised by my thoughts. And I won't give it away here!
Give this episode a listen!
Hint: It is always a good time to invest in the stock market! But only when you are investing in a manner that does not require you to be able to predict the future…like with low cost broadly diversified index funds.
2021-05-1106 min
The SolarpreneurCOVID Relief Funds For Solarpreneurs - Zach BassettSpeaker 1 (00:03):Welcome to the Solarpreneur podcast, where we teach you to take your solar business to the next level. My name is Taylor Armstrong and went from $50 in my bank account and struggling for groceries to closing 150 deals in a year and cracking the code on why sales reps fail. I teach you to avoid the mistakes I made and bringing the top solar dogs, the industry to let you in on the secrets of generating more leads, falling up like a pro and closing more deals. What is a Solarpreneur you might ask a Solarpreneur is...
2021-04-1643 min