What does it mean for retirement to be "worthwhile"?
What actions can we take to best position ourselves to pursue it?
*This podcast is for educational purposes only, and does not constitute individual investment, tax, or legal advice.*
Market drops are normal. Keep "market money" in the market.
(Not investment, legal, or tax advice.)
3 Dec 2025
Tax Changes in 2025 and Beyond (OBBBA) | Ep 30
Long time, no see! But let's go over some major changes before the 2025 tax year is over.
Up to $6k senior deduction (through 2028)
SALT cap increased from $10k to $40k (through 2029)
TCJA numbers made permanent (increased standard deduction, tax brackets, estate/gift exemption)
6 Aug 2025
Why I HATE Dividends | Ep 29
Dividends often discourage people from selling stocks. In my opinion, this more rigid philosophy leads to retirees who are more prone to discomfort in uncertainty.
Dividends tend to be viewed as "magic money" that just appears in addition to stock appreciation. This even permeates financial outlets that the public perceives to be experts.
Dividends are taxably inefficient. They limit our ability to fill up long-term capital gains brackets, and they limit our ability to make roth conversions.
This is general financial information and is not intended to be taken as personalized legal, tax, or investment advice for anyone's particular situation. Please consult with a professional before you make any changes based off of something you heard on a podcast.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
132
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.5 / 5
2 ratings
Spotify
4.9 / 5
7 ratings
Podcast Authority Score: 31 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
23
Social presence
0
YouTube
64
Engagement
32
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