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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7 Tips to Maintain a Sense of Purpose in Retirement, Ep #311
How to Pay 0% on Capital Gains, Ep #310
Dirty Dozen Tax Scams, Ep #309
Should We Even Worry About IRMAA? Ep #308
The Most Powerful Way to Live Longer? Ep #307
3 Tricks to Help Retirees Spend More, Ep #306
The #1 Retirement Challenge That No One Talks About, Ep #305
Your Brain Has Tricked You Into Thinking Everything Is Worse, Ep # 304
Your Future (Retired) Self, Ep #303
EP #300 Celebration! (HUGE discount on Retirement Income University)
12 Reasons to Rent in Retirement, Ep #302
The Power of Semi-Retirement and Work-Life Balance, Ep #301
$300 Gym Bag, Ep # 300
Retirement Mastermind Groups, Ep #299
Rich People Unsatisfied with Their Wealth, Ep #298
A Comparison of Variable Spending Strategies, Ep # 297
My Kids Don’t Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296
How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1, Ep #295
The Puzzling Gap Between How Old You Are and How Old You Think You Are, Ep #294
50% of Americans Stopped Saving Last Year! Ep #293
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