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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Is it Time to Invest in Commodities? Ep # 252
Five Things to Keep in Mind During Bear Markets, Ep #251
The 4 Stages of Retirement, Ep # 250
15 Ways Consumers Can Deal With (and Even Benefit From) Rising Inflation, Ep #249
Money Can’t Buy Happiness - Or Can It? [Rebroadcast]
What’s Going on with the Market?! An Interview with Joseph Hogue, Ep # 247
Father of 4% Rule Urges Caution, Ep #246
An Active Retirement Could Cost More Money with Thatcher Taylor, Ep #245
How to Plan for Part-Time Retirement, Ep # 243
The New IRS 10-year RMD Rule Isn’t What We Thought It Was, Ep #242
Future You is Happier than Current You, Ep #241
The Reverse Bucket List, Ep #240
Part-Time Retirement Programs Are on the Rise, Ep #239
Get the Freeloaders Offloaded with Bobbi Rebell, Ep #237
Don’t Even THINK About Delaying Retirement, Ep #236
The Perfect Inflation Hedge Doesn’t Exist, Ep #235
Starting a Business in Retirement, an Interview with Gabe Nelson, Ep #234
8 Reasons to File Your 2021 Tax Return Early, Ep #232
Retirees Aren’t Spending Enough, Ep #231
Where Should I Live in Retirement? Ep #230
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