Wall Street has preached stocks for growth, and bonds for protection for 100 years.  Learn why historical low interest rates coupled with new safe alternative options are replacing this old fashion (and overly expensive) investment strategy for retirement.

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Joining us is CPA Bart Patterson to talk about Roth conversions, the future of taxes in the US, and IRA tax penalties that the Tax Boulder can take from your retirement accounts if you aren’t paying attention. The market takes on Uphill vs. Downhill retirement planning strategies – what’s the difference?  Blasting how the financial industry’s elite continues to try and scare retirees into buying more over-priced mutual funds. Advice from Shaquille O’Neal. And when you should think about pro-active retirement tax planning every year.   

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How do you find the right person to help you with retirement planning? Should Crypto be in your retirement portfolio? One of the biggest reasons people fire their financial advisor.

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We save and invest trying to get ready for retirement. That’s the trip up the mountain. The trip down the mountain in retirement comes with the new challenges that may be beyond the skill set of your financial advisor.

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