In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.
During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.
Brock and Tony meet up in Las Vegas for a financial conference and talk a little bit about the Secure Act 2.0 and some of the changes. They also bring on a special guest you may have heard before.
24 min
About Retirement Playbook
From the publisher's feed
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.