38. Your Downmarket Playbook: Six Things Smart Investors Do When Markets Crash
The Atomic Retirement Podcast
The market is falling—again. So what should you actually do when things get rocky?
In this episode, you'll hear a simple, practical playbook for staying calm, staying invested, and making smart moves during market downturns. Backed by 150+ years of market history and real investor behavior, you’ll learn why crashes aren’t as rare (or as scary) as they seem—and six proactive things you can do to come out stronger on the other side.
If you’ve ever asked yourself, “Should I be doing something right now?”—this episode is for you.
Episode Resources
What We've Learned From 150 Years of Stock Market Crashes
S&P 500 Price Return and Dividends Since 1960
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement.
37. Is Your IRA an IOU to the IRS?
The Atomic Retirement Podcast
Most people think they've done everything right by saving in a traditional IRA or 401(k). But what if I told you that a big portion of your retirement savings actually belongs to the IRS?
In this episode, we'll break down a recent CNBC article featuring insights from IRA expert Ed Slott, who calls traditional IRAs "the worst possible asset" for retirement.
Here’s what you’ll learn:
✔️ Why your IRA is an IOU to the IRS
✔️ How Required Minimum Distributions (RMDs) can push you into higher tax brackets
✔️ When a Roth conversion makes sense
✔️ The importance of building tax diversification with Roth accounts and brokerage accounts
If you want to keep more of your hard-earned wealth and pay less in taxes in retirement, this is one episode you don’t want to miss.
Episode Resources
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement.
36. 10 Tax Myths That Could Be Costing You Thousands
The Atomic Retirement Podcast
Think you know how taxes work? Some of the most common tax "facts" people believe are actually costing them money.
In this episode, we’re diving into 10 of the biggest tax myths to set the record straight. We’ll cover:
✅ Why being in a higher tax bracket doesn’t mean all your income is taxed at that rate
✅ The reason many retirees end up paying more in taxes than expected
✅ The truth about Social Security taxes, inheritance taxes, and tax refunds
✅ How simple tax misunderstandings can lead to big penalties and missed savings
✅ What you can do right now to avoid common tax traps
If you want to keep more of your hard-earned money and avoid unnecessary tax surprises, this episode is for you.
Episode Resources
Directory of Federal Tax Return Preparers
How to Detect and Block Spam Callers on an iPhone
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
35. Collecting Over $2 Million in Social Security Benefits (And How to Calculate Yours)
The Atomic Retirement Podcast
Most retirees don’t realize just how valuable Social Security can be—or how much strategy goes into maximizing those benefits.
In this episode, we break down a real-life case study of a couple I work with, let's call them James and Elizabeth. Thanks to a smart claiming strategy, they’re projected to collect over $2.4 million in lifetime Social Security benefits. We’ll walk through:
✔️ Why the higher-earning spouse should consider delaying benefits
✔️ How spousal and survivor benefits can significantly boost lifetime income
✔️ The impact of cost-of-living adjustments (COLAs) on long-term benefits
✔️ How to check your Social Security statement and calculate your own benefits
Are you making the most of your Social Security? Learn how to run your own numbers and avoid leaving money on the table.
Episode Resources
Social Security Administration
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
34. Why You Should Freeze Your Credit Today (And How To Do It In 15 Minutes)
The Atomic Retirement Podcast
Freezing your credit is one of the easiest and most effective ways to protect yourself from fraud and identity theft, and the best part? It’s free and only takes 15 minutes.
In this episode of The Atomic Retirement Podcast, you'll learn:
✅ What a credit freeze is and how it helps protect you from fraud
✅ Step-by-step instructions on how to freeze your credit at all three major bureaus
✅ Additional ways to protect yourself from fraud, scams, and data breaches
With data breaches happening daily and identity theft on the rise, taking a few minutes today can save you months or years of financial headaches.
Episode Resources
Experian's number (888) 397-3742
Equifax's number (888) 298-0045
TransUnion's number (800) 916-8800
Identify Theft Resource Center's 2024 Annual Data Breach Report
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
33. 7 Reasons Why a Roth Conversion Might Be a Bad Idea
The Atomic Retirement Podcast
Roth conversions are often touted as a smart tax move—but are they always the right choice? Not necessarily. In this episode, we’re breaking down 7 situations where a Roth conversion might actually cost you more in taxes than it saves you.
You’ll learn:
✅ Why a partial Roth conversion is probably smarter than going all in
✅ How your income two years ago impacts your Medicare premiums
✅ Why you might regret converting if you plan to donate to charity
✅ How future medical and long-term care expenses could make keeping IRA dollars more tax-efficient
✅ The tax trap of converting before moving to a no-tax state
Before you convert your IRA, make sure you’re not making a costly mistake. Tune in to find out how to make the best decision for your retirement.
Episode Resources
When Roth Conversions Make No Sense
Form SSA-44, Medicare Income-Related Monthly Adjusted Amount Life-Changing Events
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
32. Warren Buffett’s Estate Plan: 10 Lessons You Need to Know
The Atomic Retirement Podcast
Warren Buffett has spent a lifetime building wealth—but his greatest financial lesson isn’t about investing. It’s about what happens after you’re gone.
In a recent letter, Buffett revealed key details about his estate plan, why he’s giving most of his fortune to charity, and the steps he’s taken to prevent confusion and conflict for his family. His biggest lesson? Estate planning isn’t just about money—it’s about protecting the people you love.
In this episode, we break down 10 estate planning lessons from Buffett’s letter, including:
✔ Why your will should never be a surprise to your family
✔ The importance of naming a successor trustee to avoid legal headaches
✔ How Buffett’s “unanimous vote” rule protects his heirs from pressure and bad decisions
✔ Why trying to control your wealth from the grave can backfire
✔ How to create an estate plan that strengthens family bonds instead of tearing them apart
Whether you have millions to pass down or just want to avoid family stress, this episode will help you take action and create a plan that works.
Tune in to learn how to protect your legacy—and your loved ones.
Episode Resources
Warren Buffett's Gifting Letter to Shareholders
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
31. Should You Claim Social Security Early to Invest It?
The Atomic Retirement Podcast
Should you claim Social Security early and invest the money, or wait for a higher monthly benefit? What about using annuities to supplement your income? In this episode, we break down the numbers, risks, and real-life considerations to help you make the best decision for your retirement.
Plus, learn about an exciting new Social Security change that benefits millions of Americans—especially retirees like firefighters, teachers, and police officers.
What You’ll Learn:
- The pros and cons of claiming Social Security early.
- How to decide if waiting for a higher benefit is worth it.
- Why annuities might (or might not) be part of your strategy.
If you’re planning for retirement, this episode is packed with practical tips and actionable advice you won’t want to miss.
Episode Resources
Delay Social Security, Invest More or Buy an Annuity: What's Best for Retirement Income?
Breakeven Returns For Delayed Social Security Claiming
Social Security Fairness Act Signed Into Law by Biden, Enhancing Retirement Benefits for Millions
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
30. 6 Tax Breaks After 50 That Could Save You Thousands
The Atomic Retirement Podcast
Did you know taxes could be your largest retirement expense? If you’re over 50, you’re in a prime position to take advantage of powerful tax breaks that can save you thousands—but many people miss these opportunities and end up overpaying.
In this episode, we’ll uncover 6 key tax strategies to help you keep more of your hard-earned money, including:
- Catch-Up Contributions: Maximize your retirement savings.
- Qualified Charitable Distributions (QCDs): Support causes you care about while lowering your tax bill.
- And more proven ways to reduce taxes in retirement.
If you’re nearing retirement, this episode is packed with must-know tips to help you minimize taxes and maximize your wealth.
Episode Resources
6 Tax Breaks After 50 You Can't Afford to Miss
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Get Atomic Ideas
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
29. Financial Regrets and Wisdom from Americans Over 80
The Atomic Retirement Podcast
Ever wonder what people in their 80s and 90s wish they’d done differently with their money? In this episode, we explore their financial wisdom and regrets—from outliving their savings to navigating unexpected life changes like divorce and career shifts. These heartfelt stories highlight the importance of planning for the unexpected and making the most of your wealth while you can.
You’ll gain:
- Practical tips to avoid common financial mistakes.
- Insights on how to prepare for life’s surprises.
- Strategies to create a retirement plan you won’t regret.
It’s never too late—or too early—to learn from those who’ve been there.
Episode Resources
The Financial Regrets and Wisdom of Americans Over 80
Average Car Payment and Auto Loan Statistics
Don't Miss Out: Smart Retirement Savers Read Atomic Ideas
Want weekly tips to make smarter financial decisions? Subscribe to Atomic Ideas, a free newsletter packed with timely market insights, helpful visuals, and proven retirement strategies.
Sign Up for Free
Ready to Create Your Atomic Retirement?
Take the next step! Schedule your FREE 20-minute Atomic Retirement Roadmap appointment today. What's included?
- Tax Return Review
- Investment Check-Up
- Retirement Income Analysis
Get Your Free Atomic Retirement Roadmap
Share Your Thoughts
Enjoyed this episode? Please leave a review and share it with someone who's planning for retirement!
28. How Investors Can Earn Better Investment Returns with Ashby Daniels
The Atomic Retirement Podcast
Better investment returns (we all want them). Today we're discussing how to be a more successful long-term investor and I'm joined by Ashby Daniels, a financial planner and the mastermind behind Money Visuals. Money Visuals is Ashby's creative outlet where he shares wisdom and timeless ideas for long-term investors. We can learn many important lessons from the world's greatest investors and I can't think of someone better to share them with you than Ashby. Whether you're new on your investing journey, have been doing this for a while, or are a financial planner, today's episode is for you. So join us as Ashby shares practical advice and tips that can help you increase your investment returns and your probability of achieving your financial goals. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
27. Making Memories and Creating Your Dream Vacation with Mark Comfort
The Atomic Retirement Podcast
When it comes to bringing people together, few things can match the magic of food, music, and, of course, the thrill of vacationing. Today we're talking about vacationing and I'm joined by Mark Comfort, an industry expert with more than 30 years of experience helping people create memories that last a lifetime. Mark has traveled to 108 countries and he and his wife Mimi are the owners of Cruise Holidays and Comfort Tours and Travel in Kansas City. They specialize in ocean cruises, river cruises, all-inclusive resorts, and custom land-based vacations, and they transform ordinary vacations into extraordinary journeys, taking people on thrilling adventures across the globe. If you're looking for ideas for your next family vacation or would like help planning one, today's episode is for you. So grab your passport and join us as Mark shares a few of his vacation secrets, favorite destinations, and unlocks the keys to a life filled with adventure. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
26. The High Price Retirees Pay for Collecting Social Security Too Early
The Atomic Retirement Podcast
One of the most important decisions you will make in retirement is deciding when to collect your Social Security benefits. Social Security is a guaranteed lifetime annuity designed to pay you an inflation-protected income for as long as you live. But figuring out when to collect payments, especially if you are eligible for multiple benefits or coordinating with a spouse, can be nearly impossible. And here is the hard truth. Most retirees are giving up tens of thousands or even hundreds of thousands of dollars because they collect their benefits too early. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
- The High Price Retirees Pay for Collecting Social Security Too Early
- Social Security Administration Website
- Social Security Cost-of-Living Adjustment (COLA) Information
- What is FICA?
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
25. Buying and Selling a Home with Kiley Willis
The Atomic Retirement Podcast
Today we're talking all things real estate with Kiley Willis. Kiley is a realtor at ReeceNichols Plaza in Kansas City (licensed in both Kansas and Missouri), and she is one of Kansas City's top real estate producers. Last year she was the top-ranked solo agent by sales volume at her old brokerage. And since 2016, she has sold more than 220 homes valued at nearly $60M in sales volume. If you have questions about buying or selling a home in this higher interest rate environment and you're not sure where to start, I think you're going to get a lot of value out of our conversation. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
24. What You Can Learn from Your 1099 Forms
The Atomic Retirement Podcast
Tax season is upon us, and you have probably received your fair share of important tax documents in the mail (or email inbox). Chances are your W-2 is not the only tax form you'll need to complete your income tax return because you likely received at least one or more 1099 forms too. Your 1099 forms report various types of income from the previous year. And that's why we must pay attention to them as we prepare and get organized for this tax season. Today we're talking about what you can learn from your 1099 forms. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
- Morningstar: What You Can Learn From Your 1099 Forms
- IRS Website: Qualified Charitable Distributions for IRA Owners
- IRS 2022 Instruction 1040
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
23. Warren Buffett and 80 Years of Investing Wisdom
The Atomic Retirement Podcast
Warren Buffett's annual shareholder letter to owners of Berkshire Hathaway stock is out. Today we'll walk through it together, and I'll point out my top takeaways. After all, the letter contains wisdom from someone with 80 years of investing experience, which Buffett points out is roughly one-third of America's lifetime! I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
22. Average 401(k) Balances Dropped 20% in 2022
The Atomic Retirement Podcast
2022 was a terrible, horrible, no good, very bad year for stock and bond markets. It seemed like everything went down in value, everything except inflation and mortgage rates which reached 40-year highs and 20-year highs, respectively. In short, 2022 was an emotionally draining year for many retirement investors and that means most panicked and yanked money out of their 401(k)s, right? No so fast. Today we're discussing what folks have been up to with their employer retirement accounts. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
- Average 401(k) Balances Dropped 20% in 2022 - But Few Investors Flinched, Vanguard Research Shows
- From Vanguard: Positive Signs In a Challenging Market
- From NYU: S&P Historical Data Since 1960
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
21. Fixing Social Security: 7 Changes Americans Are Willing to Make
The Atomic Retirement Podcast
Social Security may only be able to pay 80% of its promised benefits starting in 2035 if Congress does not address a projected shortfall. Today we're talking about 7 changes Americans say they are willing to make to fix Social Security. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
- 7 Changes Americans Are Willing to Make to Fix Social Security
- The 2022 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds
- Social Security Administration Website
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
20. Tax Secrets of Health Savings Accounts
The Atomic Retirement Podcast
Healthcare is not cheap and, aside from taxes, might be your most costly retirement expense. Did you know there's a tax-advantaged savings account to help with your healthcare costs? Health Savings Accounts came about in 2003, and many people are unfamiliar with their benefits and tax secrets. That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
- Tax Secrets of Health Savings Accounts
- The Best HSA Providers of 2022
- IRS Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans
- IRS Publication 502 - Medical and Dental Expenses
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
19. Navigating the Medicare Maze with Danielle Roberts
The Atomic Retirement Podcast
Today we're talking all things Medicare with Danielle Roberts. Danielle is a Medicare expert and the co-founder of Boomer Benefits, an insurance agency helping people across the country understand Medicare and their insurance options. She's also the author of 10 Costly Medicare Mistakes You Can't Afford To Make. If you have Medicare questions and you're not sure where to start, I think you'll get a lot of value from our conversation on this episode of The Atomic Retirement podcast!
Medicare Open Enrollment 2023 starts October 15, 2022 and runs until December 7, 2022.
Resources Mentioned
- 10 Costly Medicare Mistakes You Can't Afford to Make by Danielle Roberts
- Boomer Benefits Medicare Blog
- Boomer Benefits YouTube Channel
- Medicare.gov Website
- Medicare & You 2023 Handbook
- 2023 Medicare Premiums, Deductibles, and Co-Insurance Amounts
- Income-Related Monthly Adjustment Amount (IRMAA) Life-Changing Event Form SSA-44
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
18. Is It a Bad Time to Retire?
The Atomic Retirement Podcast
With stock and bond markets down double-digits year-to-date, and inflation at 40-year highs, is it a bad time to retire? Should I delay retirement? That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
- Is Now a Bad Time to Retire?
- What Past Stock Market Declines Can Teach Us
- Retirees Have a Superpower
- Sequence of Return Risk
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
17. How Much is Enough Money for Retirement?
The Atomic Retirement Podcast
How much money do I need to stop working, be financially independent, and retire? Do I need a half-a-million dollars, a million, two million, or something else? That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
16. Is the U.S. in a Recession?
The Atomic Retirement Podcast
Is the US in a recession? That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
- If This is a Recession, We Might Not Know for Months
- Bureau of Economic Analysis Gross Domestic Product (GDP) Data
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
15. The 15 Lies (and Omissions) Insurance Salespeople Tell About Indexed Universal Life (IUL) Insurance Policies
The Atomic Retirement Podcast
Today we are talking about the 15 lies and omissions that insurance salespeople tell about Indexed Universal Life (IUL) Insurance Policies. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
14. Ten Social Security Myths That Refuse to Die
The Atomic Retirement Podcast
Today we are talking about 10 Social Security myths and misconceptions that refuse to die. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
38. Your Downmarket Playbook: Six Things Smart Investors Do When Markets Crash
18:41
37. Is Your IRA an IOU to the IRS?
14:14
36. 10 Tax Myths That Could Be Costing You Thousands
17:33
35. Collecting Over $2 Million in Social Security Benefits (And How to Calculate Yours)
13:00
34. Why You Should Freeze Your Credit Today (And How To Do It In 15 Minutes)
13:41
33. 7 Reasons Why a Roth Conversion Might Be a Bad Idea
22:36
32. Warren Buffett’s Estate Plan: 10 Lessons You Need to Know
15:09
31. Should You Claim Social Security Early to Invest It?
15:07
30. 6 Tax Breaks After 50 That Could Save You Thousands
20:27
29. Financial Regrets and Wisdom from Americans Over 80
7:55
28. How Investors Can Earn Better Investment Returns with Ashby Daniels
42:12
27. Making Memories and Creating Your Dream Vacation with Mark Comfort
56:50
26. The High Price Retirees Pay for Collecting Social Security Too Early
9:27
25. Buying and Selling a Home with Kiley Willis
40:43
24. What You Can Learn from Your 1099 Forms
14:47
23. Warren Buffett and 80 Years of Investing Wisdom
16:41
22. Average 401(k) Balances Dropped 20% in 2022
11:53
21. Fixing Social Security: 7 Changes Americans Are Willing to Make
13:07
20. Tax Secrets of Health Savings Accounts
12:45
19. Navigating the Medicare Maze with Danielle Roberts
46:13
18. Is It a Bad Time to Retire?
11:57
17. How Much is Enough Money for Retirement?
11:44
16. Is the U.S. in a Recession?
10:34
15. The 15 Lies (and Omissions) Insurance Salespeople Tell About Indexed Universal Life (IUL) Insurance Policies
29:29
14. Ten Social Security Myths That Refuse to Die
14:39