New year, new stakes—we’re celebrating our 17th year on the air and more than 800 shows with two big announcements: we’ve doubled our office space to expand service in the Ozarks, and we’re launching recurring “Ask Heather” segments with national Social Security expert Heather Schreiber. That means sharper guidance across Social Security timing, tax planning, Medicare, and IRMAA, all coordinated to protect your lifestyle, not just your account balance. We get candid about why “winging it” fa...
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New year, new stakes—we’re celebrating our 17th year on the air and more than 800 shows with two big announcements: we’ve doubled our office space to expand service in the Ozarks, and we’re launching recurring “Ask Heather” segments with national Social Security expert Heather Schreiber. That means sharper guidance across Social Security timing, tax planning, Medicare, and IRMAA, all coordinated to protect your lifestyle, not just your account balance. We get candid about why “winging it” fa...
How To Use QCDs, Plan RMDs, And Win The Roth Game with Sarah Brenner from Ed Slott & Co.
Safe Money Radio with Brad Pistole
48 minutes
1 month ago
How To Use QCDs, Plan RMDs, And Win The Roth Game with Sarah Brenner from Ed Slott & Co.
Taxes don’t retire when you do, which is why smart planning now can save you stress and money later. We sit down with attorney and retirement expert Sarah Brenner to unpack the most powerful moves you can make before year-end and the major rule shifts arriving in 2026. From using qualified charitable distributions to cut adjusted gross income to timing your first RMD and designing “many mini” Roth conversions, we show you how to keep more of what you’ve earned and reduce the surprise bills th...
Safe Money Radio with Brad Pistole
New year, new stakes—we’re celebrating our 17th year on the air and more than 800 shows with two big announcements: we’ve doubled our office space to expand service in the Ozarks, and we’re launching recurring “Ask Heather” segments with national Social Security expert Heather Schreiber. That means sharper guidance across Social Security timing, tax planning, Medicare, and IRMAA, all coordinated to protect your lifestyle, not just your account balance. We get candid about why “winging it” fa...
