『Retirement Playbook』のカバーアート

Retirement Playbook

Retirement Playbook

著者： Brock Alspaugh
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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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  • Year-End Financial Planning and Changes for 2026

    Year-End Financial Planning and Changes for 2026
    2025/12/13
    This essential year-end episode focuses on critical financial planning moves you must make before December 31st, while preparing you for upcoming changes in the new year. We break down the key adjustments to contribution limits, tax brackets, and other regulatory updates that will directly impact your wallet starting in 2026. Tune in to ensure you maximize current deductions, optimize your portfolio, and strategically position your finances for the evolving rules of the coming year.
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    1分未満
  • Get Ready for Big Changes

    Get Ready for Big Changes
    2025/11/15
    Get ready for a seismic shift! This episode analyzes the most significant economic and legislative changes set to impact your finances in the coming months. We break down the tax, retirement, and market movements that are poised to disrupt your current financial plan, making some strategies obsolete and others urgently necessary. Tune in to understand these "big changes" and get the critical, actionable advice you need to proactively adjust your portfolio and budget to thrive in the new environment.
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    1分未満
  • End of Year Planning, Interest Rates, and the Shut Down

    End of Year Planning, Interest Rates, and the Shut Down
    2025/10/11
    It’s the final quarter of the year, and with a looming government shutdown and persistent high interest rates, we’re laying out your essential financial action plan. This episode details critical year-end tax strategies like Roth conversions and tax-loss harvesting, plus a checklist for maximizing your retirement and health savings accounts before the ball drops. We also analyze how the political climate and the Federal Reserve's stance on rates should influence your decisions right now, ensuring you finish the year strong and start the next with maximum financial efficiency.
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    1分未満
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