Retirement Talk

In this episode we wrap up our discussion of why you need a tax plan for retirement. We look at how your retirement savings may be a ticking tax time bomb and strategies to deal with this key financial issue.

In this episode we continue our discussion about Ed Slott's book, The Retirement Savings Time Bomb and talk about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we continue our discussion about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we talk about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we do our review of Senator Rand Paul's annual Festivus Report, which draws attention to wasteful government spending. It's outrageous!

This episode demystifies the often-overlooked threat of sequence of return risk, revealing how the order of market ups and downs can significantly impact your retirement savings. Join us as we explore strategies to mitigate this risk and safeguard your financial future, even in volatile markets.

During this show we continue our deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

We continue our discussion with Steve Nieno to help you unpack the essentials of securing your legacy and protecting your loved ones, navigating wills, trusts, and beyond. Join us for clear answers to your biggest financial questions, even the ones you didn't know to ask.

Demystifying death and taxes? Unpack the essentials of securing your legacy and protecting your loved ones, navigating wills, trusts, and beyond. Join us for clear answers to your biggest financial questions, even the ones you didn't know to ask.