Managing Your Financial Future Why the First Five Years of Retirement Are the Most Dangerous – Episode 239 October 21, 2025 Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Why Bonds Are Not the Simple Assets They Appear to Be – Episode 238 October 14, 2025 Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future 5 “Rules” of Finance That You Can Easily Break – Episode 237 October 7, 2025 Should you break the 4% rule or take Social Security early? Learn which “financial rules” may be worth breaking with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future Volatility Is NOT Risk – Why This Matters to You – Episode 236 September 30, 2025 Is it possible to earn $100K and pay no federal income tax? Learn how tax brackets and smart planning could help reduce your bill on this week’s episode.
Managing Your Financial Future Why You Should NEVER Own Real Estate in Your IRA – Episode 235 September 23, 2025 Thinking of buying real estate with IRA funds? Learn why that move could backfire—and what smarter options exist—with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future How to Pay NO Federal Tax on $100,000 of Income – Episode 234 September 16, 2025 Is it possible to earn $100K and pay no federal income tax? Learn how tax brackets and smart planning could help reduce your bill on this week’s episode.
Managing Your Financial Future Can Bucket 1 Actually Increase Your Social Security Benefits? – Episode 233 September 9, 2025 Want larger Social Security checks later? Learn how Bucket 1 may help bridge the gap with cash flow now while delaying benefits for a bigger payoff later.
Managing Your Financial Future College Savings and 529 Plans – What You Need to Know – Episode 232 September 2, 2025 Is a 529 Plan still worth it? Learn the pros, cons, and alternatives for college savings on this episode with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future The One Thing Your Financial Plan Can’t Live Without – Episode 231 August 19, 2025 Discover why every financial plan needs room for error—and how that margin can protect you when life or markets don’t go according to plan.
Managing Your Financial Future Why You Should Manage Risk – NOT Return – Episode 230 August 19, 2025 Discover why managing risk—not chasing returns—is key to long-term success. Learn how to prepare for the unknown with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future Which Pension Benefit Option Should You Choose? – Episode 228 August 12, 2025 Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future What You MUST Know About the New Tax Bill – Episode 229 July 22, 2025 Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.
