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

See Links. See PDFs.

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.

Episode 166: Recession, wit!

See Links 

Episode 167: Can You Trust the Tools Your Retirement Plan Provides?

See Links 

Episode 168: Will Medicare Part D Price Controls Work?

See Links 

Episode 169: Getting Reading for Medicare in 2025

See Links 

Episode 170: Medicare Shopping? Ignore the TV Ads

See Links 

Episode 171: 4 Big Changes for Medicare & You in 2025

See Links 

Episode 172: 3 To Do s for Medicare after ANOC at the Door!

See Links 

Episode 173: 2025 Part D Premiums Up or Down?

See Links 

Episode 174: Avoid this $1,000 Mistake with Part D!

 See Links See Spreadsheets.

Episode 175: Don't Make this Part D Mistake!

See Links 

Episode 176: 3 Keys to My DIY Retirement

See Links 

Episode 177: How to Reduce the Tax Bite with Roth Conversions

 See Links See Spreadsheets.

Episode 178: 3 Scenarios for 2024 Roth Conversions

 See Links See Spreadsheets.

Episode 179: Changing My 2024 Roth Conversion Plans

 See Links 

Episode 180: How Medicare and ACA Costs Add Up in 2025

 See Links  Also see Comparing Spreadsheet originally shared in Episode 132.

Episode 181: Boldin is Better - except for the name

 See Links 

Episode 182: Boldin Inflation Factors I Use

 See Links 

Episode 183: My Annual Portfolio Review for 2025

 See Links, See Spreadsheets.

Episode 184: A Rising Equity Allocation in Retirement?

 See Links 

Episode 185: Simplify a DIY Retirement Portfolio

 See Links 

Episode 186: Index Investing for a DIY Retiree

 See Links 

Episode 187: Grok, Should I Still Wait for 70?

 See Links 

Episode 188: Grok, Update My 3-Bucket Portfolio!

 See Links 

Episode 189: Boldin Beta Rates a Look

 See Links 

Episode 190: My 3-Bucket Portfolio is Better!

 See Links  See Spreadsheets.

Episode 191: Top 6 Expenses in Retirement

 See Links (no new links but see next video)

Episode 192: Oops! Top 6 Expenses Fixed

 See Links  See Spreadsheets.

Episode 193: 3 Good & Bad Market Moves

 See Links 

Episode 194: Does Diversification Really Matter?

 See Links 

Episode 195: What 1B3 Does to DIY Retirees' Taxes?

 See Links 

Episode 196: How One Big Beautiful Bill's Standard and Bonus Deductions Add Up for Retirees

 See Links 

Episode 197: Inflation Expectations? How Inflation Shapes My DIY Retirement

 See Links 

Episode 198: Social Security Update: Are Retirees Filing in Fear?

 See Links 

Episode 199: VTIP, TIPS, or I Bonds? 

 See Links  See Spreadsheets.

Episode 200: 4 Major Tax Changes for Seniors

 See Links 

Episode 201: Is Boldin Broken? Fix your plan for '25

 See Links See Spreadsheets.

Episode 202: A FI State of Mind!

 See Links 

Episode 203: Building Inflation in 2025?

 See Links