Retirement Spending Secrets: A Smarter Strategy Than the 4% Rule
Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes.
Tag: annuities
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What should I do with my annuity when it matures? (Options, Taxes & Next Steps!)
If you have an annuity that is already mature or about to mature, let’s talk about the different options you have for that annuity, the potential tax surprises that could come along with an annuity depending on the type of account, and how to determine the right next steps for you.
Ep 84: Annuities, Lump Sum Surpluses, Which Accounts to Max Out – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s show is all about answering your financial questions and we have four great ones for you that
Ep 18: Financial Fact or Fiction – Roths, Trusts and Life Insurance
Sometimes the easiest way to learn about something is to make it really simple. There are a lot of assumptions out there about finances, so let’s take some time to clear those up. Like the true/false tests you might have taken back in grade school, let’s play a round of fact or fiction to test your financial planning acuity.
Tax Strategies for High-Income Individuals and Families
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an above-average income OR you have maxed out your retirement accounts and just wondering where to save in the most tax-efficient way, this video covers 11 tax strategies for high-income individuals to help reduce taxes and keep more of your hard-earned money with you and your family.
Ep 6: Three Traits of Money in Financial Planning
Let’s dive into financial literacy and the three traits of money you want inside your portfolio. Do you know what they are?