エピソード

  • The One Big Beautiful Bill and the Tax Scorecard

    The One Big Beautiful Bill and the Tax Scorecard
    2025/06/21
    How does the One Big Beautiful Bill - if passed - affect government employees? HSA contributions and eligibility? What is your total retirement tax burden likely to be throughout retirement? We'll explore all that and more in this episode.
    続きを読む 一部表示
    1分未満
  • Tax Free Retirement: What's Legal, What's Smart

    Tax Free Retirement: What's Legal, What's Smart
    2025/06/14
    What are the three different ways your money can be taxed? How can you get as much money into the "tax-free" category as possible? On this episode, we'll explore what's legal, what's smart, and how to accomplish it.
    続きを読む 一部表示
    1分未満
  • The Other Side of the Pre-tax Equation

    The Other Side of the Pre-tax Equation
    2025/06/07
    Saving for retirement pre-tax is said to generate upfront "tax savings." but at what cost? We dive in and explore...
    続きを読む 一部表示
    1分未満
  • Social Security Planning

    Social Security Planning
    2025/05/31
    5 major social security updates. What causes benefits to be taxable? How to set up retirement properly to potentially get your benefits tax-free. How to reduce elderly poverty by up to 50%. How often does claiming benefits early actually work out better for you?
    続きを読む 一部表示
    1分未満
  • Money Misconceptions

    Money Misconceptions
    2025/05/24
    What to do with your old 401(k) How small businesses are navigating economic headwinds Retirement income concerns in today’s economy And what does the Moody’s downgrade of U.S. debt mean for interest rates—and you
    続きを読む 一部表示
    1分未満
  • The Happiness Dividend

    The Happiness Dividend
    2025/05/17
    In this episode we talk about how a solid retirement income plan can increase your longevity, health, and happiness.
    続きを読む 一部表示
    1分未満
  • Finding Your IPA (Income Production Ability)

    Finding Your IPA (Income Production Ability)
    2025/05/03
    How should retirement strategies be judged? Learn how to find your strategy's net Income Production Ability (IPA)
    続きを読む 一部表示
    1分未満
  • Estate and Legacy Planning

    Estate and Legacy Planning
    2025/04/26
    Ready to secure your family's future? This week on the show, we dive deep into estate and legacy planning, breaking down wills, trusts, and power of attorney. Learn practical steps you can take now to ensure your assets are protected and your wishes are honored for generations to come.
    続きを読む 一部表示
    1分未満