The deep dives
Every video, newest first, grouped by subject.
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Roth Conversions
Read the Roth Conversions guide →
12 minWhy 61 Is The Most Important Age For Your Entire Retirement
12 min$2M IRA—Why I'm NOT Converting to Roth (Even If You Were Told You Should)
17 minThe PERFECT $2M Retirement Spending Plan To Pay Less Taxes
7 minNew Roth Conversion Rules Just Set A Trap for Retirees
11 minWhen You Retire, DO NOT Convert Until You Do These 3 Things
13 minThe IRS Quietly Gave You a Roth Conversion Gift—Most Retirees Miss It
10 minThe NEW Roth Conversion Strategy You've Never Been Taught (Yet)
9 minI Built 500+ Retirement Plans–Here's Why RMDs Won't Matter
13 minThe IRA Trick Retired Millionaires Use To Legally Avoid Paying Tax
12 minDon't Do a Roth Conversion UNTIL You Know How You'll Pay the Tax
10 minI’m 60 With $3M in My IRA—Here’s How I’d Legally Minimize Taxes
10 minI Did Everything Right For My Retirement, Until THIS Ruined Everything
11 minRoth Conversions At Age 60, 65 OR 70? (Avoid This Costly Tax Mistake)
12 minBefore Your First RMD, Retirees Must Make These 5 Tax Moves
10 minWhy Your Final Working Year Matters More Than the First Year of Retirement
11 minThe Roth Conversion Mistake That Creates Bigger Tax Problems Later
9 minMega Backdoor Roth Explained: When It Works — And When It Doesn’t
Withdrawal Strategy
Read the Withdrawal Strategy guide →
10 minThe Zero Tax Retirement Strategy Hiding in Plain Sight (No Roth Needed)
16 minOnce I Show Retirees This System, They Have Reliable Income For Decades
12 minCan You REALLY Spend $10K a Month From $2.5M? (The 4% Rule Says No)
12 minI'm 60 With $2M—Can I Retire and Spend $15k a Month?
11 minHow "Poor" Retirees Are SECRETLY Outspending You...
14 minAlmost No One Retires With Over $1M Saved - How Much Do You Need?
14 min$2M–The Retirement Plan I’d Use to Retire NOW (With Case Study)
15 minI Tested Dave Ramsey's 8% Retirement Rule So You Don't Have To
Healthcare in Retirement
Read the Healthcare in Retirement guide →
10 minThe IRS Treats Age 63 Differently From EVERY Other Age—Retirees Find Out Too Late
12 minNew Health Insurance Rules Just Created a Hack For Retirees
8 minThe Retirement System Quietly Punishes Retirees Who Cross These Invisible Lines
11 minThe Medicare Part D Change Coming in 2027 (and What It Means for Your Premium)
Getting Ready to Retire
11 min4 Brutally Honest Truths About Retiring at 62
11 minI Studied 500 Retirees–Here's EXACTLY When to Stop Saving for Retirement
10 minEveryone's Retiring Early—Give Me 10 Minutes And I'll Explain Exactly Why
8 minIrreversible Mistakes I See In the 12 Months Before Retirement
12 minAge 59 Tax Moves to Make BEFORE You Retire
10 minOnce You Save Over $1.8M, Retire ASAP...
16 min3 Things You MUST do 5 Years BEFORE Retirement
11 min7 Silent Forces That Determine Your First 5 Years Of Retirement
Life in Retirement
The guide
Get the Ultimate Retirement Guide
All the important retirement numbers in one place
Social Security Timing
Read the Social Security Timing guide →If I Could Claim Social Security Again, I'd Do This Instead
The Best Case To Take Social Security EARLY (Even If the Math Says Wait)
Social Security Isn’t About Age—It’s a Costly Tax Decision That Changes Your Retirement
Advisors Hope You NEVER Learn This Truth About Social Security
The Social Security Survivor Trap That Forces IRA Millionaires to Overpay Taxes