See The Forest Through the Trees
Celestial Wealth Mgmt
Outreach Signals
Publishing Details
About This Podcast
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
Vanguard Says You’re Probably Investing Too Aggressively
If you’ve been following the traditional 60/40 portfolio… this may surprise you. Recently, Vanguard released guidance suggesting that many investors—especially those nearing retirement—may…
The RMD Tax Trap: Why Your Taxes May Go UP in Retirement
Most retirees spend decades doing everything right — saving, investing, and building a large retirement portfolio. But what many don’t realize is that success inside tax-deferred accounts can…
The REAL Reason Boomers Are Retiring BROKE
Baby Boomers are reaching retirement age… and millions of them are struggling financially. Not because they didn’t work hard. Not because they didn’t try to save. In this video, Colin Exelby,…
5 Things People Regret at the End of Retirement
Many people think the biggest mistakes in retirement are financial. They’re not. Many people assume the biggest risks in retirement are financial — running out of money, poor investment returns, or…
The Roth Conversion Window Most Retirees Miss
Many retirees believe Roth conversions are simply about whether they are “good or bad.” But the real question is, when a Roth conversion actually makes sense? For many households, there is a…
5 Smart Reasons to Take Social Security at 62
If you're trying to decide when to take Social Security, you’ve probably heard that claiming benefits at age 62 is a mistake. The logic seems simple: if you delay your benefit, you receive a larger…
The Retirement Decision Nobody Talks About — Until It’s Too Late
Many retirees eventually face the aging-in-place decision in retirement planning — whether the home they raised their family in still fits their retirement life. In this video I walk through a…
The Social Security Decision Married Couples Get Wrong
If one spouse has a much higher Social Security benefit, claiming age can permanently affect the surviving spouse’s retirement income. Many married couples approach Social Security claiming as a…
Almost Everyone Makes This Roth IRA Mistake
If you already have a Roth IRA, certain common behaviors — especially early withdrawals of contributions — can permanently reduce future tax-free retirement income. In this video I explain how…
7 Traps Investors Worry About That Don’t Actually Matter
Also called: Selective Indifference in Investing. In this video, CFP® professional Colin Exelby explains the concept of “selective indifference” in investing — the practice of intentionally ignoring…
6 Purchases Retirees Often Regret — But Not Right Away
Most retirement plans don’t fail because of bad investing or market crashes — they fail quietly through everyday spending decisions that feel earned at the time. In this video, we break down six big…
The Government Wants to Stop Wall Street from Buying Homes: Here’s What Happens Next
Buying a home has never felt harder — and it’s not just because of interest rates. A new proposal aims to limit large institutional investors from buying single-family homes, raising significant…
Are 401(k) Loans Really a Terrible Idea?
401(k) loans are often misunderstood — this video explains when they can help and when they absolutely shouldn’t be used. With credit card rates soaring and emergencies hitting harder than ever, a…
How to Pay $0 Taxes on a $100k Retirement Income (Easier Than You Think)
Can retirees really generate $100,000 of income and pay $0 in federal taxes? In this video, I walk through a real retirement example showing how Social Security, dividends, IRA withdrawals,…
Personal Finance Without the Noise, Fear, or Hype
This channel focuses on personal finance strategy across every stage of life with a deeper emphasis on the decisions that matter most as retirement approaches. Personal finance changes as you move…
Retiring at 62: Smart Move or Costly Mistake?
Retiring at 62 can either be the best decision you ever make — or a costly mistake that quietly drains your income for decades. In this video, I break down the hidden costs and surprising benefits…
Why the Roth Is the Most Powerful Tool for Tax-Free Retirement Income
One of the biggest mistakes in retirement planning isn’t how you invest — it’s when and where your money gets taxed. In this video, I break down why the Roth isn’t just an account, but a powerful…
What to Do With Your 401(k) at Retirement — 3 Options Explained
What to do with your 401(k) when you retire? This is one of the biggest (and most stressful) financial decisions retirees face, and the wrong move can trigger massive taxes or cost you long-term…
Stop Wasting Thousands in Retirement — The Real Money Leak No One Talks About
What expenses to cut in retirement? Most retirees worry about running out of money. In this video, I break down the hidden costs draining thousands from retirees every year, the fastest 5-minute fix…
Avoid the Retirement Tax Trap: Find Your Ideal IRA & 401(k) Balance (2026)
Most people don’t realize there’s an ideal amount to keep in pre-tax retirement accounts—and going above or below it can dramatically increase your lifetime tax bill. In this video, I show couples…
Frequently Asked Questions
See The Forest Through the Trees has published 67 episodes since January 2025, covering topics in Business, Education.
See The Forest Through the Trees is currently highly active with new episodes weekly. Average episode length is 12m.
Sign up on Grep.FM to access contact details for See The Forest Through the Trees, including email and social media links.
Similar Podcasts
Financial Feminist
Her First $100K
328 episodes
The Game with Alex Hormozi
Alex Hormozi
1,069 episodes
The Caregiver's Journey
Sue Ryan and Nancy Treaster
65 episodes
Your Money Guide on the Side
Tyler Gardner
71 episodes
Real Estate Rookie
BiggerPockets
739 episodes
The Side Hustle Show
Nick Loper of Side Hustle Nation | YAP Media
737 episodes