Latest Episodes
11
The Wonder of Compounding | Episode 011
In this episode Mark explores the fundamental concept of compounding, using lessons taught in his financial literacy class, personal anecdotes, and insights from the...
10
An Alternative to the 4% Rule | Episode 010
Mark Trautman, Bill Yount, and Becky Heptig dive into the Secure Retirement Income Process created by the co-host of The Retirement and IRA Show....
9
Accessing Funds in Early Retirement | Episode 009
In this episode, Mark delves into financial planning for early retirement, specifically focusing on strategies to access funds before turning 59 1/2 without incurring...
8
Optimizing Credit Card Rewards | Episode 008
In this episode Mark explores the intricacies of using credit card rewards for travel. He emphasizes the importance of paying off credit card balances...
7
Financial Order of Operations | Episode 007
This episode introduces the concept of the financial order of operations, providing a systematic approach to managing personal finances, including prioritizing credit card debt...
6
Navigating Your Tax Return and The One-Page Financial Plan | Episode 006
In this episode Mark guides you through a comprehensive walk-through of the 2023 Form 1040 U.S. Individual Tax Return explaining each section in detail....