A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how. For more information, visit the show notes at https://erwealth.com/podcastblog/how-tax-planning-boosts-investment-performance.

On Retire Your Way Radio, Tim Doehrmann, CFP®, talks about annuities and how to decide whether or not to include an annuity in your retirement portfolio.

For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-consider-an-annuity.

On Retire Your Way Radio, Tim Doehrmann, CFP®, talks about annuities and how to decide whether or not to include them in your retirement portfolio.

For more information, visit the show notes at https://erwealth.com/podcastblog/should-you-consider-an-annuity

A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy. For more information, visit the show notes at https://erwealth.com/podcastblog/social-security-break-even-analysis

On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 tips for a successful retirement.

For more information, visit the show notes at https://erwealth.com/podcastblog/your-7-figure-retirement-dos-and-donts 

Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes! For more information, visit the show notes at https://erwealth.com/podcastblog/moving-to-a-state-with-low-income-taxes

Tim Doehrmann, CFP®, talks about how proposed guidance from the IRS on required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.

For more information, visit the show notes at https://erwealth.com/podcastblog/new-rmd-rules-for-ira-beneficiaries

The jump to retirement is a big change after working full time for many years or decades. What if you could phase into it with a part-time retirement? Here's how! For more information, visit the show notes at https://erwealth.com/podcastblog/part-time-retirement-with-phased-retirement

In this episode of Retire Your Way Radio, Tim talks about how asset location can be combined with your desired asset allocation to reduce your taxable income.

For more information, visit the show notes at https://erwealth.com/podcastblog/reduce-taxable-income-with-asset-location

2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?

For more information, visit the show notes at https://erwealth.com/podcastblog/is-the-great-resignation-sustainable.