This episode explains the concept of depreciation recapture in real estate, covering how depreciation benefits investors and the tax implications when selling property. Understanding these rules is crucial for effective tax planning and investment decisions.

This episode explains the concept of depreciation recapture in real estate, covering how depreciation benefits investors and the tax implications when selling property. Understanding these rules is crucial for effective tax planning and investment decisions.

In this episode, Dave Zaegel discusses the importance of tailoring retirement planning to individual situations, emphasizing that there is no one-size-fits-all approach. He shares real-life examples and debunks common myths about investment strategies, highlighting the value of sticking to what works for you.

In this episode, Dave Zaegel discusses the importance of balancing confidence and humility in retirement planning, emphasizing risk management, diversification, and setting up a resilient financial structure.

Discover practical, easy ways to leverage AI tools for organizing personal information, summarizing important details, and enhancing communication with professionals—while safeguarding your data. Whether you're a retiree or just want to streamline everyday tasks, this episode offers actionable insights on making AI work for you.

In this episode, Dave Zaegel discusses the future of Social Security, addressing common concerns about its solvency, and explores strategies for retirement planning amidst potential changes.

In this episode, Dave Zaegel discusses the importance of early retirement planning, focusing on tax strategies like Roth IRA conversions and capital gains management. Starting planning even a decade in advance can significantly ease the transition into retirement and optimize financial outcomes.

This episode emphasizes the importance of proper investment structuring and diversification in retirement planning. Host Dave Zaegel discusses how to manage risk, position sizing, and the significance of diversification, especially as one approaches or is in retirement.

In this episode, Dave Zaegel discusses the importance of proper financial structuring to withstand market bubbles and downturns. He emphasizes that long-term investing, having a solid income buffer, and focusing on health and tax planning are key to financial peace of mind.

This episode explores the origins and evolution of the 4% rule for retirement planning, highlighting recent adjustments by its creator and practical strategies for maximizing retirement income.

Here's an article to skim through:

https://www.usatoday.com/story/money/2026/05/17/4-percent-rule-why-matters-retirement/90096205007/