エピソード

  • The Roth Conversion Question
    2026/10/17
    “Are you really retiring alone—or is Uncle Sam coming with you? Hidden tax pitfalls, unexpected fees, and crucial timing decisions can quietly erode your retirement savings. Former IRS insiders Dan Erickson and the Harlow Wealth team reveal the overlooked strategies and real-world stories that shape a 30-year tax plan. Discover how the right moves today could silence your most unwelcome ‘business partner’—and why most retirees never see these threats coming.”

    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
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    54 分
  • The 30-Year Tax Strategy: Helping Keep More of What You've Saved
    2026/10/10
    Over a retirement that may stretch thirty years or more, the difference between a coordinated tax strategy and no strategy could add up to six figures. Today: why the retirement tax bill surprises so many people, the three tax buckets, the timing traps that can quietly raise your rate, the window that closes at age 73, and the framework for a written, multi-year tax strategy that could help turn tax season from an April event into a 30-year strategy.

    Visit our website at harlowwealth.com




    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Living Longer, Planning Wiser
    2026/10/03
    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Getting Ahead of RMDs: Turning a Forced Tax Event into a Plan
    2026/09/26
    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Building a Bridge to Retirement
    2026/09/19
    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Financial Advisors: Decoding the Perfect Fit
    2026/09/05
    Who can you truly trust with your financial future? As retirement approaches, the path ahead can feel tangled with uncertainty—decisions about income, taxes, investments, and legacy loom larger than ever. This episode pulls back the curtain on how to evaluate whether you need a professional partner, what makes an advisor truly valuable, and why personalized clarity matters far more than a mountain of credentials. With practical questions and real client experiences, discover the subtle pitfalls and key insights that can shape your journey—without exposing all the answers.

    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Retirement Tools: Do You Have a Blueprint?
    2026/08/29
    Generic planning advice often fails in the modern economic landscape because it doesn't account for rapid changes, individual circumstances, and complex financial products. Economic conditions—such as inflation, market volatility, and shifting regulations—make one-size-fits-all recommendations outdated and potentially risky.

    Personalized financial strategies are essential. Harlow Wealth Management recognizes this need and offer tailored solutions that factor in your unique goals, risk tolerance, and current economic realities.

    The modern economic climate demands strategic, individualized planning—not generic advice—so you can safeguard your finances and adapt as circumstances change.

    To learn more go to www.harlowwealth.com

    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分
  • Generic Retirement Planning Problems
    2026/08/22
    Generic planning advice often fails in the modern economic landscape because it doesn't account for rapid changes, individual circumstances, and complex financial products. Economic conditions—such as inflation, market volatility, and shifting regulations—make one-size-fits-all recommendations outdated and potentially risky.

    Personalized financial strategies are essential. Harlow Wealth Management recognizes this need and offer tailored solutions that factor in your unique goals, risk tolerance, and current economic realities.

    The modern economic climate demands strategic, individualized planning—not generic advice—so you can safeguard your finances and adapt as circumstances change.

    To learn more go to www.harlowwealth.com




    The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.
    続きを読む 一部表示
    54 分