HeyJaredCommon Curiosities: Retirement
We’re here trying to help you feel confident about your retirement journey. We share practical insights on today's tax strategies, investment ideas, and financial planning topics.
- Indexed episodes, last 90 days
- 6
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- Sep 2, 2026
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- Jul 15, 2026
Latest episodes
Where Pre‑Retirees Should Be Saving: A Tax‑Planning Case Study (opens the original)
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Many people entering their final working years find themselves with more cash flow. The question then becomes: Where should those extra dollars go to try and strengthen your retirement future? In this episode Michael CFP®, EA, CSS™ walks through a case study of a couple in their early 60s who are trying to make the most of their final working years. The discussion explores how different account types, tax brackets, and retirement contribution strategies could impact both current taxes and future
Key Retirement Planning Decisions | Taxes, Medicare Costs & Required Distribution Planning (opens the original)
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Retirement planning gets complicated fast, so we’re discussing four common areas retirees and pre‑retirees wonder about. From planning for future Required Minimum Distributions, tax‑smart giving ideas, to how large IRA withdrawals could impact your Medicare costs. Michael a Certified Financial Planner™, Enrolled Agent, and Certified Social Security & Medicare Specialist™ helps walk through these key concepts. Topics include: 💭 What happens if you don't need your Required Minimum Distributions? 💭
4 Retirement Income Strategies | Pros, Cons & Finding Your Fit (opens the original)
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When you approach retirement and prepare to cross the work finish line, you are flooded with conflicting opinions on how to actually spend the money you worked your entire career to save. But the reality is that every withdrawal strategy comes with pros and cons. Two neighbors with the exact same net worth might want completely different income structures based on their goals and how they handle market volatility. In this episode, Michael CFP®, EA, CSS™ aims to help you learn about four common r
Early 60s with $1 Million Invested... Think I Can Retire? (opens the original)
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You’ve hit the million-dollar mark and retirement is finally in sight! But is it actually enough to stop working now without running out of money later? Shifting from a working mindset to turning those savings into an income stream can be incredibly nerve-wracking. Welcome back to Common Curiosities: Retirement. Today, we’re trying to help a couple navigate this exact transition so they may confidently step away from work and start enjoying their retirement. In this episode of Common Curiosities
Landed Your First Career Job? Planning Around Loans, Housing, & Retirement (opens the original)
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Finishing your degree, landing that first “real” job, and finally getting the paycheck you worked years for can feel incredible… until the student loans, retirement decisions, taxes, and benefit elections all show up at once. In this episode of Common Curiosities: Retirement, Michael and Jacqueline sit down with Alyssa, a recently graduated Speech Language Pathologist looking for help on navigating her first year in practice while trying to plan for her future. Instead of turning this into a lec
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