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.
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Medicare Annual Maintenance and Timelines: What Do I Need to Do Annually? Ep #166
Medicare Supplements & Advantage - Where Does Part D Fit In? Ep. #165
Retirement: What to Expect if You Retire Before or After Age 65 with Danielle Roberts, Ep # 164
Medicare Basics: What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163
How to Avoid Burnout While Working From Home, Ep # 162
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How Do You Plan to Give Your Retirement Notice? Ep # 160
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How the Biden Tax Plan Could Affect Your Retirement, Ep # 158
Will Bank Bail-Ins Replace Bail-Outs? Ep # 157
Mentored By a Shark with Kevin Harrington from TV’s Shark Tank, Ep # 156
Do You Still Need Life Insurance in Retirement? Ep #155
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Nobody Wants Your Stuff, Ep # 153
Does It Still Make Sense to Save in a 401K? Ep # 152
Put Your Social Security Knowledge to the Test, Ep # 151
Taxes in Retirement with Andy Panko, Ep # 150
Optimizing Your Retirement Planning Strategies with Grant Bledsoe, Ep # 149
Money Can’t Buy Happiness - Or Can It? Ep # 148
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