Josh Rendler, CFP®
20K subscribers
We help retirees avoid tax traps, optimize their income, and leave a smarter legacy. No product pitches, just 100% free financial education. I’m Josh, a CERTIFIED FINANCIAL PLANNER® and Partner at a retirement-focused firm. My goal is simple: to turn complex retirement questions into clear, actionable videos anyone can understand. Subscribe for weekly deep dives on tax strategies, withdrawal timing, Social Security planning, charitable giving, and more. Interested in Working Together? https://www.motionretirement.com/start-here Educational content only. Not advice. Full disclosures: https://motionretirement.com/disclosures
Once Your Portfolio Hits $1M+, Only One Withdrawal Strategy Actually Works (For You)
Josh Rendler, CFP® · 8.6K views · 3 days ago
I Tested 4 Ways to Beat RMDs on $2M — Here's What Won
Josh Rendler, CFP® · 27K views · 5 days ago
The Retirement Mistake You Don’t Realize You’re Making
Josh Rendler, CFP® · 1.7K views · 9 days ago
If Your Guaranteed Income Isn't Around THIS Number, Your Savings Barely Matter
Josh Rendler, CFP® · 12K views · 13 days ago
The Social Security Survivor Trap That Forces IRA Millionaires to Overpay Taxes
Josh Rendler, CFP® · 648 views · 2 weeks ago
The Medicare Part D Change Coming in 2027 (and What It Means for Your Premium)
Josh Rendler, CFP® · 2.4K views · 2 weeks ago
Before Your First RMD, Retirees Must Make These 5 Tax Moves
Josh Rendler, CFP® · 2.7K views · 3 weeks ago
Can You REALLY Spend $10K a Month From $2.5M? (The 4% Rule Says No)
Josh Rendler, CFP® · 7.6K views · 1 month ago
Don't Do a Roth Conversion UNTIL You Know How You'll Pay the Tax
Josh Rendler, CFP® · 7.1K views · 1 month ago
I Tested Dave Ramsey's 8% Retirement Rule So You Don't Have To
Josh Rendler, CFP® · 2.3K views · 1 month ago
4 Brutally Honest Truths About Retiring at 62
Josh Rendler, CFP® · 18K views · 1 month ago
$2M–The Retirement Plan I’d Use to Retire NOW (With Case Study)
Josh Rendler, CFP® · 3.2K views · 1 month ago
I Studied 500 Retirees–Here's EXACTLY When to Stop Saving for Retirement
Josh Rendler, CFP® · 8.8K views · 2 months ago
The NEW Roth Conversion Strategy You've Never Been Taught (Yet)
Josh Rendler, CFP® · 18K views · 2 months ago
The REAL Value Of A Pension In Retirement (Nobody Will Tell You This)
Josh Rendler, CFP® · 2.5K views · 2 months ago
If I Could Claim Social Security Again, I'd Do This Instead
Josh Rendler, CFP® · 8.6K views · 2 months ago
Irreversible Mistakes I See In the 12 Months Before Retirement
Josh Rendler, CFP® · 3.7K views · 3 months ago
Your Retirement Savings Are Worthless Until You Do THIS
Josh Rendler, CFP® · 4K views · 3 months ago
The IRS Treats Age 63 Differently From EVERY Other Age—Retirees Find Out Too Late
Josh Rendler, CFP® · 397K views · 3 months ago
Retirement Wealth Tiers Have NOTHING To Do With Your Net Worth
Josh Rendler, CFP® · 1.6K views · 3 months ago
I Built 500+ Retirement Plans–Here's Why RMDs Won't Matter
Josh Rendler, CFP® · 18K views · 3 months ago
The Zero Tax Retirement Strategy Hiding in Plain Sight (No Roth Needed)
Josh Rendler, CFP® · 234K views · 4 months ago
I’m 60 With $3M in My IRA—Here’s How I’d Legally Minimize Taxes
Josh Rendler, CFP® · 6.8K views · 4 months ago
Age 59 Tax Moves to Make BEFORE You Retire
Josh Rendler, CFP® · 3.5K views · 4 months ago
7 Silent Forces That Determine Your First 5 Years Of Retirement
Josh Rendler, CFP® · 1K views · 4 months ago
$2M IRA—Why I'm NOT Converting to Roth (Even If You Were Told You Should)
Josh Rendler, CFP® · 103K views · 5 months ago
The Best Case To Take Social Security EARLY (Even If the Math Says Wait)
Josh Rendler, CFP® · 6.9K views · 5 months ago
Roth Conversions At Age 60, 65 OR 70? (Avoid This Costly Tax Mistake)
Josh Rendler, CFP® · 4.8K views · 5 months ago
Everyone's Retiring Early—Give Me 10 Minutes And I'll Explain Exactly Why
Josh Rendler, CFP® · 4.6K views · 5 months ago
Advisors Hope You NEVER Learn This Truth About Social Security
Josh Rendler, CFP® · 1.4K views · 6 months ago