The last podcast of 2021! Scott and Angela look back on their favorite Christmas memories and reminisce on the year.

Key takeaways:

• Never a dull moment.

• That’s my favorite cookie.

• Did Santa fall off the roof?

• So grateful for YOU!

Angela and Scott provide end-of-the-year financial tips to help you finish 2021 strong!

Key takeaways:

• Saving

• Spending

• Giving

Trying to make sense of them market going up and the market going down. Listen to Scott and Angela as they share their insights.

• Headlines

• Omicron

• Groceries & Gas

Happy Thanksgiving from all of us at Compass Retirement!

Why is it important to get money to tax free accounts? When I do a conversion, what do I need to think about? This episode describes ways we need to be cautious.

Three takeaways:

• Cash or Investments

• Don’t get tripped up

• Make it easy

* A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

When do you pay taxes, now or later? How much do you pay? There are ways to help take control of your taxes.

Three takeaways:

• Money IN

• How Much

• Income Rules

When you turn a certain age you are required to take money out of your accounts. These Required Minimum Distributions can become a hamster wheel when it comes to paying taxes.

Three takeaways:

• Income You Make

• Changes Jan2020

• Take Out, Put Back In - Repeat

When it comes to long term care, it is never too early to start planning for it. It is not fun thinking about end of life care, but it is always good to be prepared for when these times come in our life.

Three takeaways:

• More Likely Than Not

• Having a Plan to Move Through

• Let’s Talk About It

One of the things we like doing is helping people understand Medicare. It can be a little bit of an alphabet soup, so let us give you a few things to think about when it comes to this type of care.

Three takeaways:

• Part A Defined

• Part B Explained

• Fixed Menu or Buffet

Some people believe social security is just something you take at retirement. It is important to take time to plan this milestone in life. We put together some of our thoughts that can be useful when getting ready to take social security.

Three takeaways:

• COLA

• Cost of Living Adjustment

• Plan Your Social Security Like You Plan Vacation