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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Go Back to Bed [Rebroadcast]
Six Month Social Security Mulligan [Rebroadcast]
Do's and Don'ts for Your 7-Figure Retirement [Rebroadcast]
Special Announcement and What’s New for Medicare Open Enrollment, Ep #270
I Bought My House at the Peak, Now I Regret It… Ep #269
2023 Changes to Social Security Benefits, Ep # 268
The Father Of 4% Rule Doesn't Buy 3% Alternative, Ep #267
Dividends for Retirement Income? Read This First, Ep # 266
11% of Retirees Plan to Maximize Social Security, Ep #265
$2 Million Retirement Plan, Ep #264
Be Your Future Self Now, an Interview with my Coach, Dr. Benjamin Hardy, Ep # 263
Six Things to Consider Before You Move in Retirement, Ep # 262
The Inflation Reduction Act - What it Means for Retirees, Ep #261
All Things Social Security with Devin Carroll, Ep #260
Serena Williams Feels ‘No Happiness’ Retiring —Will You? Ep # 259
Planning for a Sabbatical Without Wrecking Your Retirement, Ep #258
Cities That Will Pay You to Leave Town, Ep #257
How to Pass On Your Passwords When You Die, Ep #255
Supporting Loved Ones Without Derailing Your Retirement, Ep # 254
7 Tips for Tax Loss Harvesting, Ep # 253
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