The deep dives
Every video, newest first, grouped by subject.
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All 42 deep dives are here. The 41 Shorts on the channel are not — they are a different format, and they would bury these. Everything, including the Shorts, is on YouTube (opens in a new tab).
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
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
10 minThe NEW Roth Conversion Strategy You've Never Been Taught (Yet)
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)
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 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)
Healthcare in Retirement
Read the Healthcare in Retirement guide →
Getting Ready to Retire
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
12 minAge 59 Tax Moves to Make BEFORE You Retire
8 minIrreversible Mistakes I See In the 12 Months Before Retirement
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
Free guide
Get the Ultimate Retirement Guide
Sixteen pages on the three places retirement taxes quietly cost people the most: the 2026 brackets, the Medicare IRMAA cliff, and required withdrawals.
Social Security Timing
Read the Social Security Timing guide →The Best Case To Take Social Security EARLY (Even If the Math Says Wait)
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If I Could Claim Social Security Again, I'd Do This Instead
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Social Security Isn’t About Age—It’s a Costly Tax Decision That Changes Your Retirement
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Advisors Hope You NEVER Learn This Truth About Social Security
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