Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement. The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!
Retirement Plans & Tax Deadlines
Crazy Markets & Tax Mistakes
Market Corrections & Social Media
Rising Rates & IRA Beneficiaries
Retirement Spending & Tax Benefits
Building Wealth & Financial Happiness
2022 Goals & Spending Problems
SMART Goals and Generosity
Car Buying & Estate Planning
Cutting Taxes & Crushing Roadblocks
Special Guest – CSRA Real Estate Update
The Labor Shortage & Charitable Giving
Early Retirement & Probate 101
Happiness & Peaceful Holidays
Costly Health Care & Retirement Planning
FOMO & Health Insurance
ABLE Accounts & Investment Schemes
Tax Breaks & Unpredictable Markets
Inflation Surge & Life Transitions
Sporting Events & Safe Deposit Boxes
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