Investing in Retirement- Tax Planning
- Estate / Asset Protection Planning
- Social Security & Medicare
- Maximizing An Inheritance
- Retirement Income
How to Build a Retirement Investment Portfolio
Purpose, personal preferences, diversification, asset allocation, and asset location.Listen Now >
What To Do When Markets Are “Bad”
Rather than staring at scary markets and making emotional decisions, what can we actually do to better the outcomes of our financial situations?Listen Now >
Preparing for Retirement, Pt. 2
What to do with retirement accounts, estimated taxes, and healthcare in retirement.Listen Now >
Preparing for Retirement, Part 1
Taking the proper steps early to prepare yourself for one of life’s biggest transitions can alleviate much unwanted stress a save you money.Listen Now >
Social Security Lump Sums & The Start-Stop-Start Strategy
Learn how two Social Security strategies can affect your lifetime benefits, and whether or not you should consider them.Listen Now >
How to Harvest Taxable Gains and Losses
If done appropriately, tax gain and loss harvesting in your non-retirement accounts can help you reduce or defer taxes, thereby keeping more money in your pocket!Listen Now >
5 Tax and Estate Planning Tips for Retirement Accounts
Don’t add the IRS to your list of beneficiaries! Here are 5 of my favorite tax and estate planning tips when it comes to retirement accounts including IRAs and employer plans!Listen Now >
Welcome to Retired-ish
Retired-ish is the retirement podcast for those exploring retirement and those currently in retirement.Listen Now >
