Sign up to save your podcasts
Or
Share Answering Your Questions - Part 3
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
![Thoughts On Money [TOM]](https://podcast-api-images.s3.amazonaws.com/corona/show/799405/logo_300x300.jpeg){kind=logo}
Answering Your Questions - Part 3
This week's blogpost - https://bahnsen.co/3XjyQYt
Exploring Taxes and Principal Withdrawal in Retirement: Listener Questions Answered
In this episode of the Thoughts of Money podcast, hosts Trevor Cummings and Blaine Carver delve into listener questions about managing taxes and withdrawing principal in retirement. The discussion touches on common tax misconceptions, the impact of interest rates on tax bills, and strategies for achieving tax efficiency. They also explore the psychological and practical considerations of withdrawing dividends and interest versus dipping into principal, urging listeners to balance financial prudence with enjoying life. The hosts emphasize the importance of financial planning and professional guidance to navigate these crucial aspects of retirement strategy.
00:00 Introduction and Host Welcome
00:12 Continuing the Miniseries
00:26 The Importance of Questions
02:08 Client Questions: Taxes and Distributions
02:39 Understanding Taxes and Tax Efficiency
09:29 Asset Allocation and Location
15:08 Withdrawing from Principal vs. Dividends and Interest
17:45 Encouraging Clients to Enjoy Their Wealth
24:27 Conclusion and Contact Information
Links mentioned in this episode:
View all episodes
By Trevor Cummings
5
3535 ratings
This week's blogpost - https://bahnsen.co/3XjyQYt
Exploring Taxes and Principal Withdrawal in Retirement: Listener Questions Answered
In this episode of the Thoughts of Money podcast, hosts Trevor Cummings and Blaine Carver delve into listener questions about managing taxes and withdrawing principal in retirement. The discussion touches on common tax misconceptions, the impact of interest rates on tax bills, and strategies for achieving tax efficiency. They also explore the psychological and practical considerations of withdrawing dividends and interest versus dipping into principal, urging listeners to balance financial prudence with enjoying life. The hosts emphasize the importance of financial planning and professional guidance to navigate these crucial aspects of retirement strategy.
00:00 Introduction and Host Welcome
00:12 Continuing the Miniseries
00:26 The Importance of Questions
02:08 Client Questions: Taxes and Distributions
02:39 Understanding Taxes and Tax Efficiency
09:29 Asset Allocation and Location
15:08 Withdrawing from Principal vs. Dividends and Interest
17:45 Encouraging Clients to Enjoy Their Wealth
24:27 Conclusion and Contact Information
Links mentioned in this episode:
More shows like Thoughts On Money [TOM]
View all
The Briefing with Albert Mohler
8,700 Listeners
Breakpoint
3,093 Listeners
3 Martini Lunch – Political Humor & Commentary
1,534 Listeners
The Commentary Magazine Podcast
5,181 Listeners
The Editors
4,908 Listeners
The World and Everything In It
7,161 Listeners
The Dividend Cafe
590 Listeners
National Review's Radio Free California Podcast
698 Listeners
Uncommon Knowledge
2,035 Listeners
The McCarthy Report
2,842 Listeners
Life and Books and Everything
642 Listeners
Capital Record
455 Listeners
Morning Wire
26,673 Listeners