Relax, It’s Retirement Podcast

Mastering Financial Literacy in Your Golden Years: Part 2 (Ep. 50)

Transitioning into retirement could feel just as sunny and relaxed as a perfect summer day, but like spending a day in the sun, you’ve got to plan...

Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

Many believe that impactful philanthropy is exclusive to the ultra-rich. However, strategic charitable giving is accessible to a wide range of donors.

In...

Mastering Financial Literacy in Your Golden Years (Ep. 48)

Are you ready to greet retirement with a well-prepared smile?

Welcome to the Relax, It’s Retirement podcast, where we dive into mastering financial...

Making an Impact with Donor-Advised Funds ft. Daffy.org CEO Adam Nash (Ep. 47)

Are you struggling to navigate the complexities of charitable giving and tax planning for retirement?

Let us introduce you to Daffy!

Josh...

Maximize Your Retirement: 3 Reasons to Consider Roth Conversions (Ep. 46)

Are you looking to maximize your tax bracket and secure a stress-free retirement?

You might want to consider adding Roth conversions to your...