There are good tax planning strategies and then there are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented.

In this episode, Steve and Mel discuss the following:

• What is a Health Savings Account?

Resources: 

• Visit our Blog at Oasis Wealth

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons. 

In this episode, Steve and Mel discuss the following:

• The costs and budgeting for travel in retirement.

Resources: 

• Visit our Blog at Oasis Wealth: Episode 14 Blog

 Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

In this episode, Steve and Mel discuss the following:

• The difference between vacation and true travel.

Resources: 

For Visit our Blog line, ADD LINK TO OUR CORRESPONDING WEBSITE BLOG. USE THIS ADDRESS: https://www.oasiswealthplannig.com/ADD ADDITIONAL URL OF SPECIFIC PAGE

• Visit our Blog at Oasis Wealth: Episode 13 Blog

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

In this episode, Steve and Mel discuss the following:

• The pros and cons of paying down your mortgage in retirement.

Visit our Blog at Oasis Wealth: Episode 12

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Choosing the right claiming age for your Social Security retirement benefits can result in tens of thousands of dollars in savings or more. It’s not a one-size fits all answer so you better know the relevant factors and considerations.

In this episode, Steve and Mel discuss the following:

• Review the fundamentals of Social Security retirement benefits.

Resources: 

For Visit our Blog line, ADD LINK TO OUR CORRESPONDING WEBSITE BLOG. USE THIS ADDRESS: https://www.oasiswealthplannig.com/what-is-the-optimal-social-security-claiming-strategy

Visit our Blog at Oasis Wealth: Episode 11

• SSA's Life Expectancy Calculator

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Knowing when to claim Social Security is a critical decision for retirement. Before you make that decision, it is important to understand the fundamentals of how Social Security retirement benefits are calculated and the nuances around the basic rules.  It’s also important to understand how it fits into your overall retirement plan.

In this episode, Steve and Mel discuss the following:

• How you can become eligible for Social Security retirement benefits.

Resources: 

• Visit our Blog at Oasis Wealth: Episode 10 Blog

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Did you know that you may actually want to work “in retirement”. There is a growing trend of people working in semi-retirement, and the evidence shows there are many benefits of working in retirement. Whether it is paid work or volunteer work, your retirement is likely significantly more fulfilling if you were engaged in these kind of endeavors.

In this episode, Steve and Mel discuss the following:

• How “freedom to work” is different from working a regular day job.

Resources: 

• Visit our Blog that corresponds to this episode at Oasis Wealth: Episode 9 Blog

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

In this episode, Steve and Mel discuss the following:

• How we can make our health spans as long as our lifespans.

Resources: 

• Visit our Blog at Oasis Wealth: Episode 8 Blog

Connect With Steve Martin or Mel Bond

• [email protected]

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Having relationships in retirement may be the most important aspect of well-being in retirement. Find out why you need to be proactive in retirement and discover ways to design your ideal life around your connections.

In this episode, Steve and Mel discuss the following:

• Why longevity does not favor the lone retiree.

Resources: 

• To read the content of the podcast and more, visit our Blog at Oasis Wealth: Episode 7 Connections

Connect With Steve Martin or Mel Bond

• [email protected]

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

A life of complete leisure in retirement can lead to depression and shorter life expectancy. However, leisure and play – if balanced with other well-being fundamentals in retirement, can serve a critical domain to find fulfillment in retirement. Learn how your inner child can guide you to happiness and how to plan well ahead of retirement to find the most of hobbies and travel. 

In this episode, Steve and Mel discuss the following:

• Why Leisure should not be the sole focus of retirement.

Resources: 

• “Visit our Blog at Oasis Wealth: Episode 6 – Designing Your Ideal Retirement: Leisure”

Connect With Steve Martin or Mel Bond

• [email protected]

Want to speak to a fiduciary financial planner?

Schedule an Introductory Call with Oasis Wealth