As you probably know by now, Bret and I are here to help you spend more money and spend less in taxes so that you can live an even better life in retirement.
This week we’re helping you do that by sharing some lessons that we learned from our clients’ fall tax meetings. If you enjoyed our Lessons in Estate Planning episodes last spring, you’ll love hearing what we learned from our clients this fall. Press play to hear what you can learn from our experience with our clients.
Outline of This EpisodeSubscribe to Retirement Starts Today on
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The Four Unique Risks in Decumulation, Ep #346
More Muscles = Better Retirement, Ep #345
Index Funds Have Officially Won, Ep #344
The 529 to Roth IRA Rollover, Ep # 343
The 4 Phases of Retirement, Ep #342
A Short History of the 60/40 Portfolio, Ep #341
8 Ways to Become Poor in Retirement, Ep #340
More Than Half of Americans Want to Retire Gradually, Ep #339
The Retirement Crisis That Wasn’t, Ep #338
Using Guardrails For The 4% Rule, Ep #337
The Challenges of Retiring from a High-Powered Job, Ep #336
5 Expenses Retirees Wish They Spent More Money On, Ep # 335
2 Social Security Mulligans, Ep # 334
Save Money with These Tax Tips, Ep #333
A Tax Break Worth the Hassle, Ep # 332
We Need to Talk About Your Retirement Spending, Ep #331
I Don’t Want To Be Old When I Am Old, Ep # 330
How to Pay 0% on Capital Gains [Rebroadcast]
3 Tricks to Help Retirees Spend More [Rebroadcast]
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