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  • Finding Your IPA (Income Production Ability)

    Finding Your IPA (Income Production Ability)
    2025/05/03
    How should retirement strategies be judged? Learn how to find your strategy's net Income Production Ability (IPA)
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  • Estate and Legacy Planning

    Estate and Legacy Planning
    2025/04/26
    Ready to secure your family's future? This week on the show, we dive deep into estate and legacy planning, breaking down wills, trusts, and power of attorney. Learn practical steps you can take now to ensure your assets are protected and your wishes are honored for generations to come.
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  • Tariff Markets and Retirement

    Tariff Markets and Retirement
    2025/04/19
    This episode explores the significant impact of current tariffs on market stability and how these fluctuations can directly affect your retirement planning. We analyze which sectors and investment types are most vulnerable to tariff-induced volatility and discuss strategies for safeguarding your retirement portfolio against potential downturns. Learn how to navigate these uncertain market conditions while staying on track to achieve your long-term retirement goals.
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  • IRA Deferral: A Hidden Tax Time Bomb?

    IRA Deferral: A Hidden Tax Time Bomb?
    2025/03/29
    The possibility that taxes may be higher in the future has led many savers to consider Roth Conversions. If we’re already managing market and income risks through diversification, shouldn’t we apply the same approach to address tax risk as well?
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  • Tax Procrastination

    Tax Procrastination
    2025/03/22
    Don't let tax procrastination cost you! In this episode we discuss avoiding tax penalties and why tax planning for the future is extremely important.
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  • Income Planning with Annuities

    Income Planning with Annuities
    2025/03/15
    In this episode, we delve into the world of annuities and how they can be a powerful tool for income planning. We'll break down the different types of annuities and discuss strategies for incorporating them into your retirement portfolio. Learn how to create a predictable income stream and mitigate longevity risk with expert insights.
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  • Paralyzed by Fear Part 1

    Paralyzed by Fear Part 1
    2025/03/08
    When it comes to financial decisions, why people avoid making those decisions, and how to break free from that paralysis.
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  • Paralyzed by Fear 2: Why "Hoping It’ll Be Okay" Is a Financial Disaster

    Paralyzed by Fear 2: Why "Hoping It’ll Be Okay" Is a Financial Disaster
    2025/03/08
    Fear is one of the biggest roadblocks to financial success. Many people avoid making decisions, hoping things will somehow work out—but inaction can be more dangerous than making the wrong choice. In this episode of Volatile Vet, we break down the psychology of financial paralysis, the hidden costs of procrastination, and real-life case studies of people who waited too long to take action.
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