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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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]
12 Reasons to Rent in Retirement [Rebroadcast]
A Few Simple Tricks Turn Humble HSAs Into Wealth Builders [Rebroadcast]
The Puzzling Gap Between How Old You Are and How Old You Think You Are [Rebroadcast]
Spend Your Principal! Ep #323
Boost Your Retirement Confidence by 17% with One Simple Trick, Ep #322
5 Alternatives To The 4% Retirement Withdrawal Rule, Ep #321
I Saved Too Much for Retirement, Ep # 320
Bad Timing Cost Fund Investors 17% Ep #319
Ways to Use Home Equity in Retirement, Ep #318
Plan on Living to 100, Ep # 317
Traveling After 65 with Danielle Roberts from Boomer Benefits, Ep #316
401K Millionaires are Back! Ep # 315
The Problems with Monte Carlo Are in Your Mind, Ep #314
Why Are the Notes Found in Aretha Franklin’s Couch a Valid Will? Ep #313
Overdoing Delayed Gratification, Ep #312
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