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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Are You Saving Too Much Money, Ep #229
Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
A “Gold IRA” and a $300,000 Tax Mistake… Ep #226
My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
Could Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
Summer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
Planning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
Bucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
Tax & Retirement Planning Changes for 2022, Ep #219
Risk Tolerance Questionnaires Don’t Work, Ep #218
The Media Will Decide Your Social Security Claiming Age, Ep #217
Executor Help - How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey, Ep #216
Inflation in Retirement and Breaking Social Security News! Ep #215
Tax Moves You Should Be Making Before Year's End, Ep #214
3 Social Security Do-Over Options, Ep # 213
Are Annuities a “License to Spend”? Ep # 211
The Social Security Update, Ep # 210
The Great Resignation, Ep #209
Quit Cutting Your Own Grass, Ep #208
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