The Financial Vocabulary That Intimidates Retirees — Decoded (Roth, RMDs, Capital Gains)

The Financial Vocabulary That Intimidates Retirees — Decoded (Roth, RMDs, Capital Gains)

July 7, 2026 · 36 min · Season 3 · Episode 110

About this episode

This episode decodes intimidating financial terms that retirees often struggle with.

Which term always messes with you — effective tax rate, backdoor Roth, cost basis, or RMDs? Write it below 👇 START HERE ━━━━━━━━━━━━━━━ Apply for a Retirement Consultation: https://perspectivefunnel.co/682642d22275ec003bfa6626/691df07396253e003c42b434/?ps_hello= Get the Digital Federal Retirement Guidebook: https://cdfinancial.org/being-a-federal-employee-book/ Take the Checklist Challenge: https://cdfinancial.org/checklist-challenge/ Subscribe for Weekly Federal Retirement Planning Content:...

People in this episode

Host: Charles Dzama

Topics covered

Keywords

Mentioned in this episode

Organizations: CD Financial

Products: Digital Federal Retirement Guidebook, Checklist Challenge

Places: Federal

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