Predictions (2025)
No predictions for 2025
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Prediction Statistics by Year
Videos (2025)
Video Title
Predictions
Published
Status
Why Your Social Security PIA Matters for Retirement
2 months ago
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Why Your Social Security PIA Matters for Retirement
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2 months ago
Pending
Spousal Social Security Rule Most People Miss (Your Spouse Must Claim First)
2 months ago
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Spousal Social Security Rule Most People Miss (Your Spouse Must Claim First)
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2 months ago
Pending
You CAN Get Financial Advice Without Transferring Your Accounts
2 months ago
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You CAN Get Financial Advice Without Transferring Your Accounts
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2 months ago
Pending
When to Do a Roth Conversion: 5 Critical Windows Explained
3 months ago
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When to Do a Roth Conversion: 5 Critical Windows Explained
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3 months ago
Pending
Easily Calculate Tax on a 401(k) Withdrawal (Free Calculator + Tips)
3 months ago
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Easily Calculate Tax on a 401(k) Withdrawal (Free Calculator + Tips)
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3 months ago
Pending
Your Variable Annuity Just Matured — Now What?
3 months ago
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Your Variable Annuity Just Matured — Now What?
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3 months ago
Pending
Your Bank Is Quietly Taking Your Money
4 months ago
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Your Bank Is Quietly Taking Your Money
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4 months ago
Pending
Retirement Tax Planning: Is There an Ideal Pre-Tax & Roth Balance?
4 months ago
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Retirement Tax Planning: Is There an Ideal Pre-Tax & Roth Balance?
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4 months ago
Pending
How Many Years of Cash do You Need in Retirement (to Ride Out a Crash)?
4 months ago
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How Many Years of Cash do You Need in Retirement (to Ride Out a Crash)?
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4 months ago
Pending
Retirement Tax Planning: Roth vs Traditional Strategy
5 months ago
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Retirement Tax Planning: Roth vs Traditional Strategy
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5 months ago
Pending
Stop Guessing Your Retirement Budget - Here's the Exact Method That Works
5 months ago
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Stop Guessing Your Retirement Budget - Here's the Exact Method That Works
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5 months ago
Pending
Can AI Really Build My Entire Retirement Strategy? Testing It Live
6 months ago
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Can AI Really Build My Entire Retirement Strategy? Testing It Live
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6 months ago
Pending
How Much Is Enough, Tips for Spending, & Uncertainty With Carl Richards
6 months ago
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How Much Is Enough, Tips for Spending, & Uncertainty With Carl Richards
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6 months ago
Pending
Can You Keep Cash in Your 401k? (Most People Don't Know This)
7 months ago
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Can You Keep Cash in Your 401k? (Most People Don't Know This)
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7 months ago
Pending
Christine Benz Shares Insights on Retiring Well
7 months ago
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Christine Benz Shares Insights on Retiring Well
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7 months ago
Pending
62 With $800k and They can Spend More NOW
7 months ago
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62 With $800k and They can Spend More NOW
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7 months ago
Pending
Claim Now or Wait? The Numbers on Social Security Cuts
8 months ago
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Claim Now or Wait? The Numbers on Social Security Cuts
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8 months ago
Pending
How Social Security Benefits Grow—Even Before You Claim
8 months ago
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How Social Security Benefits Grow—Even Before You Claim
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8 months ago
Pending
Why You Might Not Get a Spousal Benefit (Yet)
8 months ago
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Why You Might Not Get a Spousal Benefit (Yet)
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8 months ago
Pending
Better than Breakeven: 9 Ways to Think About Social Security Claiming
9 months ago
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Better than Breakeven: 9 Ways to Think About Social Security Claiming
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9 months ago
Pending
Retirement Investing Basics: What You Need to Know
9 months ago
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Retirement Investing Basics: What You Need to Know
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9 months ago
Pending
Full Retirement Age (FRA) Is a Bigger Deal Than You Think
9 months ago
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Full Retirement Age (FRA) Is a Bigger Deal Than You Think
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9 months ago
Pending
How Early Retirement Shrinks Social Security (Calculators Compared)
9 months ago
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How Early Retirement Shrinks Social Security (Calculators Compared)
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9 months ago
Pending
This Is How You Know When to Retire
9 months ago
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This Is How You Know When to Retire
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9 months ago
Pending
Ready for Retirement? Here’s What You Need to Focus on in the Last 2-5 Years
10 months ago
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Ready for Retirement? Here’s What You Need to Focus on in the Last 2-5 Years
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10 months ago
Pending
Real-Life Case Studies of Retirement Savings Getting Robbed
10 months ago
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Real-Life Case Studies of Retirement Savings Getting Robbed
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10 months ago
Pending
What does vesting mean in a 401(k)?
10 months ago
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What does vesting mean in a 401(k)?
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10 months ago
Pending
The Best Way to Ease Concerns When Markets Fall
11 months ago
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The Best Way to Ease Concerns When Markets Fall
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11 months ago
Pending
Lower Earner is Older: Spousal Benefits for Social Security
11 months ago
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Lower Earner is Older: Spousal Benefits for Social Security
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11 months ago
Pending
5 ways to pay for long-term care (LTC)
11 months ago
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5 ways to pay for long-term care (LTC)
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11 months ago
Pending
Do you HAVE to take Social Security when you retire?
11 months ago
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Do you HAVE to take Social Security when you retire?
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11 months ago
Pending
Suspend Social Security: How a Pause Might Help Your Retirement
11 months ago
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Suspend Social Security: How a Pause Might Help Your Retirement
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11 months ago
Pending
Should I take Social Security early and invest?
11 months ago
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Should I take Social Security early and invest?
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11 months ago
Pending
Roth Conversions & Contributions: Should You MAX OUT Early?
11 months ago
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Roth Conversions & Contributions: Should You MAX OUT Early?
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11 months ago
Pending
Early Retirement Before 62: The Pre-Social Security Factors
11 months ago
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Early Retirement Before 62: The Pre-Social Security Factors
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11 months ago
Pending
Retire Early with These IRA & 401(k) Rules
11 months ago
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Retire Early with These IRA & 401(k) Rules
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11 months ago
Pending
Can Expats Collect Social Security?
11 months ago
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Can Expats Collect Social Security?
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11 months ago
Pending
How much will a financial advisor charge you?
11 months ago
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How much will a financial advisor charge you?
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11 months ago
Pending
Are Social Security Benefits Taxed?
11 months ago
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Are Social Security Benefits Taxed?
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11 months ago
Pending
How to Manage Your TSP After Separation
11 months ago
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How to Manage Your TSP After Separation
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11 months ago
Pending
Are You Prepared For The Uncertainty Of Tax Rates In Retirement?
11 months ago
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Are You Prepared For The Uncertainty Of Tax Rates In Retirement?
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11 months ago
Pending
Nobody Knows How Long They'll Live
11 months ago
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Nobody Knows How Long They'll Live
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11 months ago
Pending
The 3 Phases of Retirement (You NEED to Plan for Them)
12 months ago
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The 3 Phases of Retirement (You NEED to Plan for Them)
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12 months ago
Pending
Is Your Retirement Bucketing Strategy Too Complicated?
12 months ago
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Is Your Retirement Bucketing Strategy Too Complicated?
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12 months ago
Pending
Changing Financial Advisors Is Easier Than You Think
12 months ago
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Changing Financial Advisors Is Easier Than You Think
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12 months ago
Pending
The Truth About Roth vs Traditional IRA/401(k) Math
12 months ago
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The Truth About Roth vs Traditional IRA/401(k) Math
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12 months ago
Pending
3 BIG Roth Strategies You Need To Know: MegaBackdoor, Conversion, & Backdoor
1 year ago
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3 BIG Roth Strategies You Need To Know: MegaBackdoor, Conversion, & Backdoor
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1 year ago
Pending
Fee Only Advisors: How it Works, How You Pay
1 year ago
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Fee Only Advisors: How it Works, How You Pay
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1 year ago
Pending
ETFs vs Mutual Funds What's the Best Choice for Investors
1 year ago
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ETFs vs Mutual Funds What's the Best Choice for Investors
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1 year ago
Pending
The Hidden Danger of Winning Big in the Market
1 year ago
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The Hidden Danger of Winning Big in the Market
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1 year ago
Pending
Where to Invest After Maxing Your 401(k)
1 year ago
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Where to Invest After Maxing Your 401(k)
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1 year ago
Pending
Why Some Millionaires Are Switching To Flat Fee Advisors
1 year ago
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Why Some Millionaires Are Switching To Flat Fee Advisors
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1 year ago
Pending
This Retirement Account Strategy Could Save You Thousands
1 year ago
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This Retirement Account Strategy Could Save You Thousands
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1 year ago
Pending
Why Gen X Retirement Numbers Might Not Be As Bad As You Think
1 year ago
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Why Gen X Retirement Numbers Might Not Be As Bad As You Think
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1 year ago
Pending
Social Security Survivor Benefits: What You've Probably Never Heard
1 year ago
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Social Security Survivor Benefits: What You've Probably Never Heard
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1 year ago
Pending
Convert Everything to Roth? More Is Better, Right?
1 year ago
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Convert Everything to Roth? More Is Better, Right?
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1 year ago
Pending
Can You Switch to a Higher Social Security Payment?
1 year ago
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Can You Switch to a Higher Social Security Payment?
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1 year ago
Pending
Help, my 401(k) is expensive!
1 year ago
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Help, my 401(k) is expensive!
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1 year ago
Pending
What to Do With a 401(k) After Leaving a Job
1 year ago
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What to Do With a 401(k) After Leaving a Job
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1 year ago
Pending
No income, no Roth conversion?
1 year ago
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No income, no Roth conversion?
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1 year ago
Pending
Most Important Ages for Retirement
1 year ago
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Most Important Ages for Retirement
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1 year ago
Pending
How to Get 50% of Spouse's Social Security
1 year ago
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How to Get 50% of Spouse's Social Security
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1 year ago
Pending
At Death: What Happens to 401(k) and IRA?
1 year ago
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At Death: What Happens to 401(k) and IRA?
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1 year ago
Pending
Is $500,000 Enough?
1 year ago
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Is $500,000 Enough?
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1 year ago
Pending
Can You Retire With a Mortgage?
1 year ago
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Can You Retire With a Mortgage?
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1 year ago
Pending