Articles
Podcast Producer, Host, and Writer for Retire Sooner Team · 45 published articles
Penny Martinez started saving money at six and investing at 18. Her goal was to retire early, be debt-free, and find opportunities to give back to her community. She accomplished all three and has never looked…
Read more →Nancy Kruh didn’t realize she was retired until we asked her to be a guest on the Happiest Retirees podcast. She never really liked the label “retired,” and she certainly doesn’t fit neatly within it. Nancy’s…
Read more →Dave Hogan’s favorite core pursuits are writing and cycling. Whether it’s his fingers on the keyboard or his feet on the pedals, Dave Hogan is on the move. A CERTIFIED FINANCIAL PLANNER™ and former journalist, the…
Read more →Wedged between the freeway and East Beach are thirty acres of “lush botanic gardens overlooking the Pacific Ocean, Andree Clark Bird Refuge, and Santa Ynez Mountains” that comprise the Santa Barbara Zoo.
Read more →Pickleball is the fastest-growing sport in the United States. LeBron James, Michael B. Jordan, Tom Brady, and Drake have all made sizable ownership investments in pickleball teams. One of them needs to get today’s guest onto…
Read more →This past summer, my wife and I took our son to the Santa Barbara Zoo, about two hours north of Los Angeles. The featured attraction is a miniature train that runs the perimeter. The train conductors…
Read more →What makes Jill a happy retiree? Let’s get into it.Born in the small town of Thomaston, Georgia, she taught high school literature for over thirty years. One can only imagine the number of young minds she…
Read more →Motion is lotion. That’s Nancy Erwin’s motto. The laundry list of health problems she’s faced is only outdone by the longer list of solutions she’s found to overcome them. Her spine has a 75 percent curvature—anything…
Read more →Phil Hendrie is not retired, not even a little bit. He’s creating as much content as he ever has. But his story still resonates with happy retirees because he had to make a giant change in…
Read more →After working in the banking industry for thirty-eight years, Mike Drak was exhausted. With high blood pressure and low motivation, he searched for an exit. To his surprise, the bank showed him the door. Instead of…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
