Index of Episodes
Index of Episodes
Episode One: I was Retired!
See Links. See Spreadsheets.
Episode Two: How Much is Enough
See Links.
Episode Three: Why I'm Waiting for 70
See Links. See Spreadsheets.
Episode Four: 35 cents on the Dollar!
See Links.
Episode Five: Which Rate Rates?
See Links.
Episode Six: Three Types of Retirees
Episode Seven: Big COBRA & ACA Changes
See Links.
Episode Eight: Three Topics I Can Decide
Episode Nine: New ACA Subsidies for 2021 (also applies to 2022)
See Links.
Episode Ten: 3 Reasons I'm Glad I was Retired!
Episode 11: Managing Allocations Across My Buckets
See Links. See Spreadsheets.
Episode 12: Managing Assets over Three Tax Buckets
See Links. See Spreadsheets.
Episode 13: Using Roth Conversions to Rebalance Tax Buckets
See Links. See Spreadsheets.
Episode 14: My D.I.Y. Retirement Withdrawal Strategy, Part 1
See Links. See Spreadsheets.
Episode 15: My D.I.Y. Retirement Withdrawal Strategy, Part 2
See Links.
Episode 16: My D.I.Y. Retirement Withdrawal Strategy, Part 3
See Links.
Episode 17: My D.I.Y. Retirement Withdrawal Strategy, Part 4
Episode 18: Measuring Success in Retirement
See Links.
Episode 19: An Unconventional Retirement
See Links.
Episode 20: AUM, TDF, or DIY?
See Links.
Episode 21: Raincoats and Rainy Day Funds
See Links.
Episode 22: When Retirees Should Pay Off the Mortgage
See Links.
Episode 23: Retiring With and Without a Mortgage
See Links.
Episode 24: Gauging Your Retirement
See Links.
Episode 25: Tracking Your Expenses
See Links.
Episode * : Oneida vacation? No. But Retirees need to Travel.
Episode **: Forecasting your Retirement
Episdoe 26: Building Your Budget
See Links.
Episode 27: Figuring Out Roth Conversions
Episode 28: Figuring out Roth Conversions, part 2
I'll share the modified D.I.Y. RWS spreadsheet too.
Episode 29: Getting Ready for Medicare
See Links.
Episode 30: Four Disadvantages of Medicare Advantage
See Links.
Episode 31: Shopping for Medigap
See Links.
Episode 32: Comparing Medigap Plans G, GHD, and N
See PDFs.
Episode 33: Shopping for Medicare Part D
See Links.
Episode 34: Where I'm taking this channel
Well, I'm not going to provide the link to this page!
Episode 35: Consider Tax Tripwires with Roth Conversions
Episode 36: Comparing Tax Scenarios
See PDFs. See Spreadsheets.
Episode 37: Translating .Numbers into .xlxs, dagnamit!
See Links. See Spreadsheets.
Episode 38: ACA to Medicare: Catch-22
See Links.
Episode *** Thanksgiving 2021
Episode 39: A Random Walk on Pensions
See Links.
Episode 40: The Three MAGI
See Links.
Episode 41: Do You Know What I Know About I Bonds
See Links.
Episode 42: Getting in Shape for the New Year
No specific links or files to share, but I designed the low-cal pie charts with the Porfolio by Buckets spreadsheet.
Episode 43: Track Your Spending and Budget in Retirement
See Links.
Episode 44: Worried About a Sudden Early Retirement
(Anniversary Director's Cut of Episode 1)
See Links.
Episode 45: The Fiduciary Fallacy
See Links. See Spreadsheets.
Episode 46: What's in Bucket One?
(see prior links to bucket spreadsheet)
Episode 47: What's in Bucket Two?
See Links.
Episode 48: What's in Bucket Three?
See Links.
Episode 49: Cold Hard Truths on Inflation
See Links.
Episode 50: What to Do About It
See Links.
Episode 51: Will Medicare Refund Excess 2022 Part B Premiums?
See Links.
Episode 52: What’s Driving Inflation (No links or spreadsheets)
Episode 53: Is a Quarter-Point Really Tightening?
See Links.
Episode 54: The Personal Side of Inflation
See Links. See Spreadsheets.
Episode 55: Not-so Free Filing Phenomenon
See Links.
Episode 56: Earn Free Interest with I Bonds
See Links. See Spreadsheets.
Episode 57: A Gift of 9.62% Interest for I Bonds
See Links. See Spreadsheets.
Episode 58: A Gift of Tax Diversity with I Bonds
See other videos for links.
Episode 59: How to Treat Stagflation
See Links.
Episode 60: How to Fight Inflation, part 1
See Links. See Spreadsheets.
Episode 61: How to Fight Inflation, part 2
See Links. See Spreadsheets.
Episode 62: How NOT to Fight Inflation, part 3
See Links. See Spreadsheets.
Episode 63: How High Inflation Might Be Good for I Bonds
See Links. See Spreadsheets.
Episode 64: The Secret Formula for Interest on I Bonds
See Links. See Spreadsheets.
Episode 65: Hold on for Dear Life!
See Links.
Episode 66: My Whole Life
See Links.
Episode 67: Independence Day is No Picnic
See Links.
Episode 68: Changing Definitions
See Links.
Episode 69: Expecting the Unexpected
No links, just one personal story.
Episode 70: How Do You Spell "WOKE"?
See Links.
Episode 71: What Do You Fear?
See Links.
Episode 72: Too Hot to Handle
See Links.
Episode 73: Where is Inflation Heading?
See Links.
Episode 74: That New Law Affects ACA and Medicare
See Links.
Episode 75: Caution: Some Pain Ahead
See Links.
Episode 76: Rebalancing Buckets in a Dizzy Market
See Links. See Spreadsheets.
(Portfolio by Buckets spreadsheet has been shared before in earlier episodes.)
Episode 77: Buy I Bonds in September for Best Inflation Fighter
See Links.
Episode 78: Historically High I Bond Rates!
See Links.
Episode 79: Time to Shop for Your Part D Plan!
See Links.
Episode 80: Giving Some I Bond Flexibility
See Links.
Episode 81: Getting Ready for Medicare in 2023
See Links.
Episode 82: I Bond Gift Strategy Still Works!
See Links.
Episode 83: Don't Fight the Fed or the Phillies!
See Links.
Episode 84: Inside Baseball on I Bonds and Inflation
See Links.
Episode 85: How Fast? How High? How Long?
See Links.
Episode 86: Signing Up for ACA Obamacare for 2023
See Links. See Spreadsheets.
Episode 87: Will the Fed Put a Cap on Inflation?
See Links.
Episode 88: It NEVER Pays to Procrastinate!
See Links.
Episode 89: Look Back and Look Ahead
No links.
Episode 90: Physician, Heal...Myself?
See Links. See Spreadsheets.
Episode 91: How Much are You Down for the Year?
See Links. See Spreadsheets.
Episode 92: New Sample Portfolio by Buckets Spreadsheet
See Links. See Spreadsheets.
Episode 93: Is the Market Fighting the Fed?
See Links.
Episode 94: My Plan to Sell I Bonds in 2023
See Links.
Episode 95: Should I Still Wait for 70? Social Security Update
See Links.
Episode 96: 9 Ways SECURE 2.0 Will Change Retirement
See Links.
Episode 97: Hawks, Doves, and Poppycock!
See Links.
Episode 98: Should My Wife File at 62?
See Links. See Spreadsheets.
Episode 99: 3 Big Mistakes in your 40s, 50s, and 60s
No links.
Episode 100: Where to Stash Cash and Where NOT!
See Links.
Episode 101: Where will the Fed Take Interest Rates Next?
See Links.
Episode 102: How to Redeem an I Bond
See Links.
Episode 103: Don't Buy I Bonds in 2023!
See Links.
Episode 104: When to Redeem an I Bond
See Links. See Spreadsheets.
Episode 105: Reconsidering my DIY Retirement
S:ee Links.
Episode 106: Rebuilding my DIY Retirement Withdrawal Strategy Spreadsheet, Part 1
See Links.
Episode 107: Real Simple Tools in My DIY RWS Spreadsheet: Part 2
Episode 108: How Much Will You Pay in Taxes? My DIY RWS Spreadsheet: Part 3
See Links. See Spreadsheets.
Episode 109: Pros and Cons of DIY Retirement Planning
No links or new spreadsheets. See above.
Episode 110: Don't Assume You Know the Assumptions! A Personal Capital Review
See Links.
Episode 111: NewRetirement: A Financial Plan in a Box!
See Links.
Episode 112: Let's See NewRetirement Social Security Explorer!
See Links.
Episode 113: NewRetirement vs. Open Social Security
See Links.
Episode 114: A Perspective on Inflation in Retirement
See Links.
Episode 115: How Long to You Think You Will Live?
See Links.
Episode 116: A Generational Shift in Retirement
See Links.
Episode 117: Advice for Gen Xers from a Boomer
See Links
Episode 118: The Catch with Catch-up Contributions
See Links
Episode 119: ESPP and Other Ways to Max Out Savings
See Links
Episode 120: This Fall, Redeem I-Bonds and Buy T-Bills
See Links
Episode 121: Should You File at 62 and Invest? A Social Security Update.
See Links
Episode 122: Illustrating Spousal Benefits on Open Social Security
See Links
Episode 123: Crash-Landing an Early Retirement
No extra links
Episode 124: Swapping I-Bonds for T-Bills and TIPS
See Links. See Spreadsheets.
Episode 125: Is Early Retirement a Goal or a Risk?
See Links
Episode 126: Dot's All, Folks!
See Links
Episode 127: Should You Redeem an I-Bond Before the Government Shutdown?
See Links
Episode 128: Where to Buy Your Treasuries, TreasuryDirect or a Broker?
See Links
Episode 129: Medicare Part D Plans Are Changing for 2024
See Links
Episode 130: How to Buy Treasuries with Buckets and Ladders
See Links
Episode 131: Where Medical Inflation is Heading in 2024
No new links
Episode 132: Medigap Plan G vs Plan N Two Years Later
See Links. See Spreadsheets.
Episode 133: Year end Moves on I-Bonds and More!
See Links
Episode 134: How to Plan a Roth Conversion
See Links
Episode 135: More Ways to Plan Roth Conversions
See Links
Episode 136: How long "Yule" Wait for Fed Funds Cuts in the New Year
See Links
Episode 137: Withholding Judgment on Estimated Taxes
See Links
Episode 138: My 2023 Results and Plans for 2024
See Spreadsheets. (for link to New Portfolio by Buckets, introduced in Episode 92)
Episode 139: Updating 2023's Top Topics: I-Bonds, Waiting for 70 and NewRetirement
See Links
Episode 140: The WRONG Way to Think About Social Security!
See Links
Episode 141: Taxes are Due on those I-Bonds!
See Links
Episode 142: Escaping the Annuity Maze!
See Links
Episode 143: Tracking Treasuries in My Portfolio by Buckets
See Links. See Spreadsheets. I added a new version with a Sort by Maturity tab.
Episode 144: Don't Believe Everything You Read on the Internet!
See Links
Episode 145: More than 30 Reliable Sources for My DIY Retirement
See Links
Episode 146: Did I Make a Mistake?
No new links, but see prior videos on Roth conversions and Annuities
Episode 147: Three Buckets Times Two
No new links, but see playlist on my channel and the Portfolio by Buckets spreadsheet
Episode 148: I Don't Have an Emergency Fund!
See Links
Episode 149: The Four Widows
See Links
Episode 150: Four Couples in Retirement
See Links for Episode 149.
Episode 151: Five Rules of Thumb I Don't Use in my DIY Retirement
See Links
Episode 152: The Return of I-Bonds!
See Links
Episode 153: Where to Stash Cash for 5 Years?
See Links
Episode 154: 3 Reasons to buy I Bonds Now!
See Links
Episode 155: Do I Have Enough?
See Links
Episode 156: Social Security: Answering the Thorny Questions
See Links
Episode 157: Fiduciary Rule? DIY!
See Links
Episode 158: How Many Buckets Do You Need for Retirement?
See Links. See Spreadsheets.
Episode 159: Clearing up Some Questions about Medigap Plan N
See Links
Episode 160: How I was Retired at 59!
See Links
Episode 161: Dot's Crazy!
See Links
Episode 162: 3 Things I Got Right in My DIY Retirement!
See Links
Episode 163: 3 Tasks NewRetirement Does Well and 1 it Won't Do!
See Links See Spreadsheets.
Episode 164: Random Walk on Random Thoughts
See Links
Episode 165: 3 Flaws in my DIY Retirement Withdrawal Strategy Spreadsheet!
See Links See Spreadsheets.