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Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?feature=shared 

Asset Location - The Three Tax Buckets https://youtu.be/V6WM3iE0iow?feature=shared 

What is Tax Diversification? - Barber Financial Group https://youtu.be/jJ-rdAAiSes?feature=shared 

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?feature=shared 

IRA RMD Requirements https://youtu.be/DF13FV4EhCU?feature=shared 

Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?feature=shared 

Check out this video by  ⁨@taxleverage⁩   - Why You Don't Want a Tax Refund: https://youtube.com/shorts/jKZT1KpN5dU?feature=shared 

Sources: SUMMARY of P.L. 98-21, (H.R. 1900) Social Security Amendments of 1983-Signed on April 20, 1983 https://www.ssa.gov/history/1983amend.html 

16th Amendment to the U.S. Constitution: Federal Income Tax (1913)

https://www.archives.gov/milestone-documents/16th-amendment  

Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs?

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IRA RMD Requirements https://youtu.be/DF13FV4EhCU?si=JbuhO-q9XOrEw30r 

What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac?si=zHG25xhuW0Vt4xZW 

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7 Reasons Why Retirement Planning Is Important  https://youtu.be/o-0-gNiI0Pg?si=3B7ykLuD5v0HZ_bF 

What is a Good Monthly Income in Retirement? https://youtu.be/ZmYxM_xBmmw?si=0bUJ0TRIrUtaoBpc 

Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=A9i_bvA2YRa_hNg8 

The 4 Phases of Retirement https://youtu.be/ii8S5_PCiyQ?si=bgCgGqVSHp8bGmI2 

Risk Management Covering Your Assets https://youtu.be/nrYRM0Do_zc?si=dORBL3_w4RkreBm3 

2025 Withdrawal Strategy for Retirement https://youtu.be/8P8E95_287s?si=LOoReQX0sPvHmDwv 

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Sources: https://www.annuity.org/retirement/retirement-statistics/  https://www.bls.gov/spotlight/2024/celebrating-50-years-of-protected-retirement-plans/-slide 2 https://www.carescout.com/cost-of-care    https://www.cdc.gov/chronic-disease/data-research/facts-stats/index.html  https://www.modwm.com/what-is-a-good-monthly-retirement-income/  https://newsnetwork.mayoclinic.org/discussion/the-global-divide-between-longer-life-and-good-health/  

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Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc?si=Nmadzi5uSqbit35d  Sources:

Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - https://blog.ssa.gov/social-security-applauds-passage-of-legislation-providing-historic-tax-relief-for-seniors/ 

House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - https://waysandmeans.house.gov/2025/02/25/house-passes-budget-resolution-to-advance-one-big-beautiful-bill-that-will-deliver-tax-relief-to-working-families/ 

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When is it Time to Retire? https://youtu.be/iKny1bBxukY?si=dJ0EgkHmQ8sgILmK 

5 Signs You're Saving Too Much for Retirement https://youtu.be/--7GHuB2k0s?si=1ioBDQzmrijNH5qU 

Making The Most of Catch-Up Contributions https://youtu.be/ng129TKYiEQ?si=B3HCq-Lx06GexJPy 

Claiming Social Security at 62, 67, or 70 https://youtu.be/UX-qusd6fZE?si=GfmGjv-vwNC3sPsg 

The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=Rs6z8TcA-LdOPPkp 

Retiring Before 65? Your Health Insurance Game Plan https://youtu.be/TWbLX8Y5sJ8?si=ALSe7Iytl9QwaEvg 

What is Tax Diversification? https://youtu.be/jJ-rdAAiSes?si=C1Fo-_MiiT3K3Rpq 

When is it Time to Stop Saving for Retirement? https://youtu.be/z63rrWQB0-c?si=ZybprXYtBaENK-TN 

Tax Tips in 10 or Less Ep. 30 Tax Changes from the Big Beautiful Bill Pt.1

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New Tax Rules from the Big Beautiful Bill Explained

https://youtu.be/ze1sYnh_VR8?si=R33JTnZQdBY22ExK 

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New Tax Provisions in the OBBBA: https://bit.ly/45q57kW 

The OBBBA: What to know: https://bit.ly/3IQTjiZ 

Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - https://blog.ssa.gov/social-security-applauds-passage-of-legislation-providing-historic-tax-relief-for-seniors/ 

House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - https://waysandmeans.house.gov/2025/02/25/house-passes-budget-resolution-to-advance-one-big-beautiful-bill-that-will-deliver-tax-relief-to-working-families/ 

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Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retire Early What Does it Take - https://youtu.be/CCCT0CEJbYY?si=Y31OV0340yeIBse6 

Health Care Costs During Retirement https://youtu.be/7ffrE3wnBuc?si=KsYp2tbSwzLPjCgh 

Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=INR3Nddg47keDkBq 

Make the Most of Your HSA’s Tax-Free Potential https://youtu.be/KN5tIHSo3sY?si=6wTe42e3WiPgc5sYc 

The Three Tax Buckets https://youtu.be/V6WM3iE0iow?si=WQ32yLu18B6G2KX0 

Sources:

https://www.americashealthrankings.org/learn/reports/2025-senior-report 

https://www.kiplinger.com/retirement/average-cost-of-health-care-by-age    https://www.ncpssm.org/documents/medicare-policy-papers/analysis-of-the-2025-medicare-trustees-report/ 

https://seniorsmutual.com/medicare-stats/ 

https://www.cms.gov/newsroom/fact-sheets/marketplace-2024-open-enrollment-period-report-final-national-snapshot 

https://www.kff.org/quiz/health-insurance-quiz/ 

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What Is Modified Adjusted Gross Income? (MAGI) - https://youtu.be/PmfNAwK6B9s?si=WXwWVmseWtcWziYY What is Tax Diversification? - Barber Financial Group - https://youtu.be/jJ-rdAAiSes?si=WHqd9nLteyi19DOx 

Tax Strategies for High Income Earners - https://youtu.be/8S6Dc9TqMVc?si=089RILqMR-YleUdj 

The OBBBA: What to know: https://bit.ly/3TPKS9V 

New Tax Provisions in the OBBBA: https://bit.ly/4kVlHhf 

Affordable Care Act Subsidies: https://bit.ly/4msycSL 

Subscribe to the Modern Wealth Management YouTube Channel so you never miss our Educational Series videos.  https://www.youtube.com/@MeetModernWealth?sub_confirmation=1 

Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors - https://blog.ssa.gov/social-security-applauds-passage-of-legislation-providing-historic-tax-relief-for-seniors/ 

House Passes Budget Resolution to Advance One, Big Beautiful Bill That Will Deliver Tax Relief to Working Families - https://waysandmeans.house.gov/2025/02/25/house-passes-budget-resolution-to-advance-one-big-beautiful-bill-that-will-deliver-tax-relief-to-working-families/ 

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Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=SHh6CzvrIgTSaRMD 5 Key Estate Planning Items to Addresshttps://youtu.be/Q_alVikgn6c?si=vXaA_1UikXfKomGW