Taxes in retirement seem can be extremely complicated! Today Scott and Angela break down the 5-year rule regarding ROTH accounts…most people aren’t aware of.

Key takeaways:

• What is the 5-year rule?

• What does it mean and why does it matter?

• Even more trip wires?

Most people think they’ll be in a lower tax bracket after they retire, but is that true?

This is not a one-size-fits all discussion. Make sure you’re asking yourself the right questions.

Key takeaways:

• Will I really be living on less?

• What about my social security?

• Can I be doing things now that will help me in the long run?

Taxes can be overwhelming in retirement. The good news is you don’t have to try to figure it out yourself. The unfortunate reality is there is no one-size-fits-all solution, but don’t worry. Scott and Angela break it down in an easy-to-understand conversation about tax diversification.

Listen in to learn about the 3 ways your retirement funds can be taxes. Which is better? Tax-deferred, taxable, or taxed no more?

Scott and Angela ask you to shift the way you’ve been thinking about taxes. As we move into retirement, it can be beneficial to shift your perspective about taxes…they could be the single largest expense you will have in your retirement.

Key takeaways:

• Why taxes are important in Retirement?

• Paying less might not mean paying less this year.

• Having a plan could help you pay less over your lifetime.

Most of us have noticed a change in the behavior of the stock market. How do you find your way? Scott and Angela have some great ideas to share. Have you ever heard of a Portfolio x-ray? Tune in to get some ideas that could help you navigate the new landscape.

You've done a good job saving. But how is your money growing... are you on a hamster wheel? Scott shares three different solutions, that you may not know about, that just might be right for you.

There is so much out there when it comes to risk that makes it easy to get what we call “paralysis by analysis.” Should I use this or that? We get so caught up that we end up just resorting to what we think we should do. This is where we come in!

Three takeaways:

• The Best Things Out There

• Using Tools Differently

• Self Management?

It can be an emotional roller coaster when you see the market go up and the market go down. See what Scott and Angela have to say about the advantages of every situation.

Key takeaways:

• Inflation & Interest rates

• Lemons to Lemonade

• Different buckets to do different things

When working on a retirement plan, Scott and Angela don't make a cookie-cutter template that stays the say no matter what happens. You plans needs flexibility, and they discuss the importance of staying nimble in an uncertain retirement environment.

Key takeaways:

- Different buckets to do different things

- Preparing on a sunny day

- Nimble plan in an everchanging landscape

Starting off 2022 strong with a topic on many people's minds: inflation. Will prices stay this high? What can people playing for retirement do to address this growing concern?

Key takeaways:

Is it here to stay?

Supply Chain Chaos…

What can you do about it?