『Navigating Your Retirement』のカバーアート

Navigating Your Retirement

Navigating Your Retirement

著者： Travis Chance
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • The Widows Tax Bomb - Why Surviving Spouses Pay More

    The Widows Tax Bomb - Why Surviving Spouses Pay More
    2026/08/29
    In this episode, we break down why losing a spouse can unexpectedly trigger higher tax brackets, reduced standard deductions, and increased Medicare premiums for the surviving partner. We examine hidden financial traps, such as unchanged Required Minimum Distributions (RMDs) and capital gains pitfalls, that often catch widows and widowers off guard. Finally, we discuss proactive tax planning strategies couples can implement now to protect a surviving spouse's income and long-term financial security.
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    1分未満
  • Are You Getting The Right Financial Advice for Your Situation?

    Are You Getting The Right Financial Advice for Your Situation?
    2026/08/15
    In this episode, we dive into the crucial differences between simple investment management and true, comprehensive retirement planning. We examine key areas like income, tax strategies, healthcare costs, and estate planning to help you determine if your current financial plan is truly meeting your needs. Join us to learn how to ask the right questions so you can avoid costly oversight and secure the retirement you deserve.
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    1分未満
  • Widow's Tax Trap

    Widow's Tax Trap
    2026/08/08
    In this episode of Navigating Your Retirement, host Travis Chance breaks down the "Widow's Tax Trap" and how the loss of a spouse can unexpectedly impact a couple's long-term financial stability. He explains how transitioning from a "married filing jointly" status to a single filer can push a surviving spouse into a much higher tax bracket, even as household income decreases and living expenses stay the same. Travis highlights the importance of proactive financial planning and strategic moves, such as Roth conversions, to protect surviving spouses from unnecessary tax burdens.
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    1分未満
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