Investing in Retirement- Tax Planning
- Estate / Asset Protection Planning
- Social Security & Medicare
- Maximizing An Inheritance
- Retirement Income
Social Security Reductions Eliminated for Some Federal & Public Workers!
Social Security WEP & GPO provisions eliminated!Listen Now >
6-Figure Income in Retirement & No Taxes!
How to use a brokerage account to generate 6-figures, tax-free!Listen Now >
Reconsider Growing Your Pre-Tax 401(k) or IRA
Pre-retirees with large IRA and 401(k) balances need to re-strategize.Listen Now >
Key Changes in 2025 for Taxes, Retirement Savings, and Medicare
Changes to the tax and retirement landscape that affect pre-retirees and retirees in 2025.Listen Now >
6 Year-End Tax Strategies for Your Investment Portfolio
6 year-end tax strategies to save taxes generated from your non-retirement investmentsListen Now >
Investors Are Missing Out on Nearly 16% of Investment Returns
Investors aren't getting the rate of return they could be.Listen Now >
Harris and Trump Tax Proposals and What They Mean for You
I address some of the major tax policies at play if either candidate takes office, and how they might affect your situation.Listen Now >
Should I Gift My Kids Money While I am Alive? Or Let Them Inherit It?
What to consider if you're going to help your adult children financiallyListen Now >
Should I Manage My Own Retirement Account After Retiring?
Learn the pros and cons to DIY investing in retirementListen Now >
