Interviews / Podcast Archives

How to do real estate due diligence when buying a home (HYW089)

By Andrew C. • Updated: April 24, 2022 • 44 min read • Leave a Comment

I share my entire process for thoroughly analyzing a property, whether you’re buying a primary residence or investing in rental real estate.

Mega backdoor Roth (HYW088)

By Andrew C. • Updated: April 4, 2022 • 19 min read • 2 Comments

I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.

Why the 4% rule doesn’t work anymore (HYW086)

By Andrew C. • Updated: February 4, 2022 • 37 min read • 4 Comments

Renowned retirement economist Wade Pfau, PhD, explains why the 4% rule no longer works in today’s environment + his recommended safe withdrawal rate instead.

How current economic changes impact retirement safe withdrawal rates (HYW085)

By Andrew C. • Updated: January 11, 2022 • 50 min read • Leave a Comment

Karsten Jeske, PhD, CFA, shares insights on how current macroeconomic trends are impacting retirement safe withdrawal rates and asset allocation.

How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY)

By Andrew C. • Updated: December 26, 2021 • 21 min read • 3 Comments

How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.

Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083)

By Andrew C. • Updated: October 31, 2021 • 29 min read • Leave a Comment

Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.

Annuities explained: is annuity income a good investment in retirement? (HYW082)

By Andrew C. • Updated: October 18, 2021 • 39 min read • Leave a Comment

Stan The Annuity Man explains how annuities work, how to decide whether annuities are right for you, and how annuities fit into your retirement strategy.