Multiple Streams of Tax-free Income (and the True Cost of Tax-deferral) 4-6-2024
Deferring (procrastinating) taxes until the future can backfire on the once-sacred-financial-doctrine that you will have lower taxes in retirement. In this episode, we explore what tax-deferral accoun...
21 Juli 202556min
Wealth Transfer, Collateral Damage, and New Proposed Legislation 5-11-2024
Taxes are nothing more than wealth transfers from your retirement balance sheet to the US Treasury's. Qualified plans (401Ks/IRAs) can create serious collateral damage to other elements of your retire...
20 Juli 202556min
Long-term Care Planning Within a True Retirement Plan 8-11-2024
The cost of long-term care is the great white shark of retirement. Nothing has the power to derail decades of planning so quickly. The likelihood someone aged 65 will need some form of LTC is 71%, yet...
20 Juli 202556min
Estate and Legacy Planning 12-14-2024
Your estate and legacy planning cannot be ignored. For many, estate planning is a practice in procrastination…and common blunders. When should you consider a trust over a will? How can you avoid proba...
20 Juli 202556min
Guaranteed Lifetime Retirement Income 12-7-2024
The financial benefits to a guaranteed lifetime income are well-documented. The non-financial benefits (less stress, better health, longer life, more rewarding relationships) are lesser-known but just...
20 Juli 202556min
