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Bitesize Retirement

Jean, CLU®, CRPC®

Helping people make smarter retirement decisions about taxes, Social Security, RMDs, Roth conversions, Medicare, retirement income, and more — one decision at a time. bitesizeretirement.substack.com

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Episodis

24 episodis

  1. The Banks Are Protected. Is Your 401(k)? 6:43
  2. The Company Made More Money. So Why Did Its Stock Crash? 5:33
  3. The Next Phase of AI Investing: Who’s Spending, Who’s Profiting? 5:56
  4. Election is over. But Should Your Retirement Depend on What Happens Next? 4:50
  5. Medicare introduced AI-assisted prior authorization, and some medical procedures dropped by nearly 20%！ 6:44
  6. AI could change the world. But does that mean AI stocks will make investors rich? 5:11
  7. Moving your retirement savings from stocks to bonds feels safer. But what happens when both fall at the same time? 2:32
  8. A Bigger Portfolio or a More Reliable Paycheck? 12:40
  9. The Most Expensive Retirement Mistake Can Happen in a Rising Market 7:48
  10. Social Security Reform: Is Your 401(k) Tax-Ready? 6:03
  11. The S&P 500: What If 20 Years Isn’t Long Enough? 5:52
  12. Retiring at 63? Plan for Your Life, Not Just Your Portfolio 12:29
  13. The AI Bubble Bursts. What Happens to Your Retirement? 7:17
  14. Retirement Income Planning: Why $1.5 Million Can Still Feel Unsafe 12:23
  15. Delaying Retirement: The Trade-Off Beyond a Bigger Portfolio 11:06
  16. J.P. Morgan’s 7% Forecast and Your Retirement Income 6:00
  17. The $2 Million 401(k) Tax Problem 14:46
  18. Your Spouse Needs Long-Term Care. Can You Still Afford to Retire? 11:10
  19. The AI Boom Has A Warning For Your Retirement 9:38
  20. 005 - The AI Boom Has a Warning for Your Retirement 9:38
  21. 004 - Your Tax Bracket Is Not a Roth Conversion Strategy 8:48
  22. 003 - Your Retirement Plan Has Two Clients. One May Be Left Alone. 8:49
  23. 002 - The Most Expensive Retirement Mistake Can Happen in a Rising Market 7:48
  24. 001 — Your $2 Million 401(k) Is Not $2 Million You Can Spend 10:40