Latest Episodes
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....
5
Finding Your Tribe | Episode 005
This episode explores the intertwining narratives of embracing community connections, building impact through financial independence events, and the significance of finding your tribe. Through...