Oct 22, 2020
In the previous episode of this podcast, we explored what taxes currently mean for retirees - and why taxes are the most expensive thing in almost every retirement plan.
If you save the wrong way, you’ll be penalized for it. If you were so lucky as to live to be 115 years old, you’d be required to withdraw 50% of...
Oct 16, 2020
Taxes are the single biggest expense that people have in retirement. Everyone wants to have a plan in place to deal with them, but few know how to do it well.
When you retire, paying taxes on Social Security and even on ordinary income can be voluntary, but only if you have the right plan in place. With the national...
Oct 1, 2020
Many people buy the wrong life insurance products. It’s easy to make bad decisions when you don’t have a concrete financial plan in place, and as a result, you may end up purchasing products that don’t cover all your needs.
There are no “bad” or “good” types of life insurance products. There are simply...