When selling your home, there are many things to plan for. One of them being the tax side of things and how that may or may not impact you. Myles and Carson dive into this and give you all the info you need to know.

Myles, Carson, and Jeri Anne discuss recent changes that have come about to retirement accounts due to legislation from the Secure Act 2.0. They provide some thoughtful discussion around new planning ideas and opportunities that have become available through these changes.

On the latest episode of the Retire While You Work® podcast - David, Carson, and Myles discuss how to get your year started off on the right path with some new year financial tips and resolutions.

What does it look like when you begin to take distributions from your investment accounts in retirement? Carson and Myles discuss the logistics and also where it makes the most sense to take these distributions from to help keep the most money in your pocket.

On this weeks episode, Carson and Jeri Anne discuss when is the right time to take social security and what are some of the key decision points in making the right choice.

On this week's episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.

Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of the stock market.

Myles and Carson discuss various ways to pass down assets to the next generations and the importance of doing so properly.