About 36 results for "UCq6DI13VeRVnJu-a6wjhgvQ"

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PT15M59S

The Month You Retire Really Matters

Kevin Lum, CFP®Dec 13, 2025

26k

PT12M12S

7 Signs You're Done Working (Even If You Haven't Admitted It Yet)

Kevin Lum, CFP®Dec 6, 2025

56k

7 Tax Moves You Must Make Before December 31

Kevin Lum, CFP®Nov 23, 2025

PT15M51S

7 Things Retirees Are Told to Buy (That You DON'T Need)

Kevin Lum, CFP®Nov 15, 2025

61k

7 Habits Of the Quietly Wealthy Retiree

Kevin Lum, CFP®Nov 9, 2025

PT19M39S

🚫 8 Things To STOP DOING After 60

Kevin Lum, CFP®Nov 1, 2025

26k

Social Security: Stop Waiting Until 70? The Math Nobody Shows You

Kevin Lum, CFP®Oct 27, 2025

PT17M51S

ROTH IRA TRAP? Why Your Instincts Are Wrong (Think Like This Instead)

Kevin Lum, CFP®Oct 25, 2025

63k

PT9M28S

Forced Into Roth: New 401(k) Rule Hits Age 50+

Kevin Lum, CFP®Sep 27, 2025

103k

5M Retirees Don’t Lie: Real Data on Retirement Spending

Kevin Lum, CFP®Sep 22, 2025

PT14M5S

I'm 62 with 80% (401k, IRA, etc.). How Do I Minimize Taxes?

Kevin Lum, CFP®Aug 30, 2025

177k

Why Retirees With $1M Actually End Up With $5M

Kevin Lum, CFP®Aug 25, 2025

Roth Conversions Just Got UGLY (Tricky) Under the Beautiful Bill

Kevin Lum, CFP®Aug 22, 2025

PT19M36S

Should I delay my Social Security? Use This 5-Step Test

Kevin Lum, CFP®Aug 9, 2025

95k

PT19M8S

4 Things To Know If You're Retiring With A Pension

Kevin Lum, CFP®Jun 22, 2025

144k

Sell These 5 Things BEFORE Retiring

Kevin Lum, CFP®Jun 16, 2025

PT16M21S

STOP: 5 Beginner Retirement Mistakes Everyone Makes

Kevin Lum, CFP®Jun 14, 2025

99k

PT16M6S

If I Wanted to Retire Well, This is What I'd Do in 2025

Kevin Lum, CFP®Jun 7, 2025

115k

Buy These 5 Things BEFORE You RETIRE

Kevin Lum, CFP®Apr 26, 2025

Avoid this BIG ROTH Mistake - Roth IRA 5 Year Rule Explained

Kevin Lum, CFP®Mar 22, 2025

The ROTH Conversion TRAP That Destroyed $1M in Tax-Free Wealth

Kevin Lum, CFP®Feb 17, 2025

PT19M39S

6 Essential Steps Before You Retire - Don't Miss These!

Kevin Lum, CFP®Feb 1, 2025

48k

PT12M27S

I QUIT Traditional Retirement Planning and You Should TOO!

Kevin Lum, CFP®Jan 11, 2025

247k

Do THIS Now: Seven Year-End Tax Secrets That Could Save $$$

Kevin Lum, CFP®Jan 1, 2025

6 Reasons NOT to Convert to a Roth

Kevin Lum, CFP®Nov 26, 2024

How Much Can You Spend in Retirement? A Surprising Answer

Kevin Lum, CFP®Nov 22, 2024

What is the WIDOW’S penalty? How to AVOID it!

Kevin Lum, CFP®Nov 20, 2024

3 Social Security Mistakes EVERYONE Makes (Real World Examples)

Kevin Lum, CFP®Nov 20, 2024