Episode 432: The Money Doctors give you some warning signs to look for as you try to determine whether it's okay to retire yet. John and Steve also discuss some of the worries and complications of leaving your wealth to your heirs, as well as some planning tools that may help you minimize the risks.
The Money Talk | AI Potential
Happiness Drain | Inherited IRAs
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
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