Appears On
Episode Appearances
Your Money Guide on the Side · Apr 27, 2026
The 0% Tax Bracket Most Retirees Walk Right Past
“Host discussing tax strategies for retirement portfolio management and author of 'Real Wealth'”
Roth Conversion Strategy and Timing0% Long-Term Capital Gains Bracket OptimizationRequired Minimum Distributions (RMD) Planning
View AnalysisYour Money Guide on the Side · Jan 5, 2026
Why I Buy Stocks at All Time Highs
“Host of Your Money Guide on the Side podcast; former financial advisor sharing personal investing experiences and market analysis”
Market Timing FallacyAll-Time High Entry PointsDollar-Cost Averaging vs. Lump Sum Investing
View AnalysisYour Money Guide on the Side · Dec 29, 2025
How to Save $50,000 in Taxes by Moving Your Investments to the Right Accounts
“Host of Your Money Guide on the Side; provides personal investment examples and account placement strategy guidance”
Tax-deferred accounts (401k, 403b, traditional IRA)Tax-free accounts (Roth IRA, Roth 401k)Taxable brokerage accounts
View Analysis