『What Your Spouse Will Never Say About Money』のカバーアート

What Your Spouse Will Never Say About Money

What Your Spouse Will Never Say About Money

無料で聴く

ポッドキャストの詳細を見る

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Are your retirement taxes, required minimum distributions (RMDs), Roth conversions, Social Security decisions, and pretax retirement accounts setting your surviving spouse up for a future tax burden? In this episode of the Capitalized Life & Retirement Show, I discuss one of the most overlooked areas of retirement planning: how financial decisions made today can dramatically impact a surviving spouse tomorrow. We break down the difference between pretax, post-tax, and tax-free money, why relying too heavily on traditional IRAs and 401(k)s can create a tax problem later, how filing jointly vs. single can increase taxes for widows and widowers, and why proactive strategies like Roth conversions and tax diversification may help reduce a future “tax time bomb.” This is a candid conversation about spousal financial communication, long-term income planning, estate considerations, and protecting the person you love from unnecessary IRS burdens. If you’re married and serious about retirement planning, this is an episode you don’t want to miss. Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement. Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. Website: https://www.johnsonwim.com/ Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.
まだレビューはありません