Discussion about common myths on paying taxes after retirement. Myths about taking out social security too early. And myths regarding what is really in your Will.

Conversations regarding Roth IRAs, inherited assets, college debt and savings, pension funds, and differences in gender and investing.

Conversations regarding allocations, quarterly rebalancing, liquidity, risk tolerance, asset indexes, and missed RMD's.

Conversations regarding year end planning, regrets, ramping up retirement and home buyers guide.

Join us as we discuss defined benefit, contribution and distribution.

Poking and prodding you to actively take charge of your tax return.

What goes in must come out, the real risk in hiring a financial advisor, tax loss harvesting & much more!

Thought processes shouldn't change but conclusions will change over time. Check out these short 4 segments in this radio including: What do you do with the 401k from your previous Employee? Is there a time, if any, when you shouldn't put money into an IRA What to do with your digital assets? Health records, passwords, financial records... Who takes over? All about charitable gifting... Rules, how much you can deduct, to whom, and more!

Points to consider when contributing, converting and planning.

Read your tax return.