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: legacy planning
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Year-End Tax Reduction Strategies (Part 2)
In this second part of our year-end tax reduction series, we dive deeper into actionable steps to reduce your long-term tax burden. Stay tuned to learn about Roth conversions, charitable giving, and more ways to keep more money in your pocket.
Pension Selection, Challenges of Age Gaps, The Forgotten Costs – Mailbag Episode
In today’s show, we’re going to open up the listener mailbag and answer questions about pension selections, questions about the challenges you could face if there’s an age gap between you and your spouse, and then discuss the hidden costs you might not be seeing in your retirement income.
Retire to Escape a Bad Job, Downsize Prior to Retirement, Gifting Now or Later, No Financial Worries – Mailbag Episode
We’re back with another mailbag episode for today’s show! We’re here to answer financial questions from listeners just like you. Stick around and see what strategies you can learn from today’s show.
Ep 62: Sorting Out What’s Important About Legacy Planning
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.