Managing Your Financial Future Let’s Talk About Your 401(k) – Episode 207 February 11, 2025 Unlock the essentials of 401(k) plans with Johnny Dean, Rick Plum, and Ara Freedman. Learn about matching, Roth options, and effective savings strategies.
Managing Your Financial Future Here’s How to Supersize Your Roth! – Episode 206 February 4, 2025 Discover how the ‘Mega-Roth’ strategy works to bypass income limits and maximize contributions with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Comparing the Portfolio Withdrawal Methods – Which Is Best? – Episode 205 January 28, 2025 Learn how to protect your wealth with smart withdrawal strategies as Johnny Dean and Rick Plum compare methods on Managing Your Financial Future.
Managing Your Financial Future Financial Resolutions to Make in 2025 – Episode 204 January 21, 2025 Kick off 2025 with clear financial goals! Join Johnny Dean and Rick Plum as they share tips for setting, prioritizing, and achieving your financial goals.
Managing Your Financial Future How Different Types of Retirement Income Are Taxed – Episode 203 January 14, 2025 Learn how different retirement income sources are taxed and how to plan smarter with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Here’s How Your Social Security Benefits May Be Reduced – Episode 202 January 6, 2025 Learn why your Social Security benefits may be lower than expected and how to plan with insights from Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future Is This a Good Time for Roth Conversions? – Episode 200 December 10, 2024 Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future
Managing Your Financial Future Here’s One More Tax Move to Make Before 2025 – Episode 201 December 3, 2024 Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future
Managing Your Financial Future Why the Wrong Withdrawal Strategy Can Be Disastrous – Episode 199 December 3, 2024 Learn how to sustain your nest egg in retirement with smart withdrawal strategies from Johnny Dean and Rick Plum on Managing Your Financial Future
Managing Your Financial Future Let’s Do an Actual Bucket Strategy! – Episode 198 November 26, 2024 Learn how The Bucket Strategy® works as Johnny Dean and Rick Plum create a hypothetical plan on this week’s Managing Your Financial Future episode
Managing Your Financial Future Asset Location – The Hidden Gem of Tax Management – Episode 197 November 19, 2024 Discover how Asset Location strategy can reduce your tax burden on investments with Johnny Dean and Rick Plum on Managing Your Financial Future.
Managing Your Financial Future How Much Can You “Safely” Withdraw From Your Portfolio? – Episode 196 November 13, 2024 Learn how to determine a safe withdrawal rate from your retirement savings with Johnny Dean and Rick Plum on Managing Your Financial Future.