All Episodes

May 26, 2025 38 mins
Are you ready to cross the goal line into retirement? Josh dives into the critical five-year period before retirement, guiding you through essential strategies to secure your financial future. He kicks off with the importance of mapping out retirement goals and emphasizes the benefits of catch-up contributions for those aged 50 and above. Josh then explores the advantages of rolling over old 401(k) plans into IRAs for better investment flexibility, along with the triple tax benefits of Health Savings Accounts (HSAs) for healthcare expenses. Josh tackles Medicare, breaking down the different parts and explaining when to sign up to avoid penalties. He also shares tax-smart strategies like Roth conversions to optimize your retirement savings. Later in the episode, Josh plays a game of "Head to Head," putting retirement strategies to the test. Then in "Extra Points," he compares the best and worst states to retire in based on Bankrate’s latest rankings. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

CrimeLess: Hillbilly Heist

CrimeLess: Hillbilly Heist

It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.