Retirement 360 Podcast

There are 3 ways the Government will pay for the stimulus after the pandemic, and most of them are at your expense.

True or False? -  No matter what your age, if you want your money to grow you HAVE to be in the market.

The market is up, and all the analysts are talking about another pullback. The market always comes back...right? Why is this time any different?

While Congress dreams up new ways to tax us, they are also thinking about taking current tax savings away.

Be a good citizen and pay your taxes...sure. Don't do anything illegal to avoid taxes...of course. But why OVER-pay taxes in retirement? Many people do.

This is the time of year to sit down with your CPA and talk about taxes. It is also a great time to sit down with your financial advisor and see how your tax situation affects your retirement.

April 17th is Tax Freedom Day. It takes us over 4 months to pay all the taxes we owe to Uncle Sam. But what about retirement? Will it ever end?

There is plenty in the news regarding taxes and markets. Don't believe everything you hear.

1 in 5 retirees reduce their lifestyle because their financial plan came up short. How can you avoid this mistake?

Warren Buffett tells us not to look at the forecast, just build an ark. What kind of financial ark do you need?