The Tax-free Retirement Podcast (Axios Capital Strategies)

Why does 90% of wealth disappear by the 3rd generation? What causes 70% of wealth transfer from one generation to the next to fail? For those that create multi-generational wealth and maintain family ...

22 Des 202556min

The "Retirement Red Zone" describes the critical 4-5 years BEFORE and AFTER you retire. The order of your returns during that critical period are more important than your long-term average, no matter ...

4 Des 202556min

Major updates and impacts are happening in the retirement landscape. Social Security cost of living adjustments, Medicare premium increases, IRMAA surcharge increases, and new taxes. How are you affec...

25 Nov 202555min

A confluence of factors must come together to create a resilient portfolio: 1. Market risk mitigation 2. Income predictability and maximization 3. Tax-efficiency When all three come together in harmon...

24 Okt 202556min

What creates wealth, and what prohibits or even destroys wealth? It is surprising to many that the answers have less to do with rate of return and how much money you make. Rather, focus, perspective, ...

23 Okt 202556min

In today's episode, we dive into common questions: When should I claim my social security? What does the recent Fed rate cut mean for me? How can I lock in higher rates on my savings for for many yea...

19 Sep 202556min

Most people have more potential in their financial picture than they might realize. Poorly positioned assets, traditional approaches, and incorrect information keep that potential bottled up. In this ...

6 Sep 202556min

Tax-efficient retirement strategies can be an important part of your retirement, but what about ensuring you cannot outlive your money? What if life throws you curve balls and Murphy's law takes over?...

6 Sep 202556min