The Truth About Taxes and Retirement
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Latest Episodes
What People Don’t Know About Taxes (Ep. 69)
Does the word taxes make you feel intimidated and overwhelmed right away? If yes, youre not alone! Its completely understandable. After all, the US tax code is 70,000+ pages long. As someone who d
Why the Wealthy Are Perceived to Not Pay Their Fair Share of Taxes (and you don’t have to, either.) (Ep. 68)
Do you ever feel that taxation is skewed against the average citizen? Or that wealthy people dont pay their fair share? Its because they know how to use the tax code to their advantage! In this epis
Planning Your Retirement Income (Ep. 67)
What do you need to feel confident in retirement? Is it $1 million? $2 million? Actually, its not about how much money you accumulate, but rather having a retirement income plan. Join J. Barry Watts
The Difference Between Death Insurance vs Life Insurance (Ep. 66)
Do you have insurance to secure your familys financial future? If yes, when was the last time you reviewed your policy? Its Life Insurance Awareness Month! Lets look at how insurance plays a crucia
Don’t Miss this Opportunity to Pay Less in Taxes (Ep. 65)
The U.S. national debt has reached $32 trillion! There is only one way to pay off this massive debt by raising taxes. In fact, tax rates will likely see a sharp rise on January 1st, 2026. In this ep
Paying Less Taxes Now & In Retirement (Ep. 64)
What do you think is your number one expense in retirement? (Hint: Its not healthcare.) If you said taxes, you guessed it right! Healthcare costs pale in comparison to what you pay in taxes during re
Untangling the Retirement Rat’s Nest (Ep. 63)
Have you ever seen a rats nest? It is tangled, messy, and unorganized. Your retirement can end up looking just like a rats nest if you dont plan properly! Your Social Security, pension, taxes, Medi
Demystifying Medicare (Ep. 62)
Are you struggling to navigate Medicare? Youre not alone. The complex web of rules, acronyms, and jargon involved in this enigmatic government program leaves many scratching their heads! In this epis
The Three Don’ts: Don’t Run Out of Money (Ep. 61)
You cant afford to run out of money in retirement! When youve quit your job and stopped receiving a paycheck, you must protect your nest egg for the rest of your life. In this part three of a three-
The Three Don’ts: Overpay Your Taxes (Ep. 60)
Do you think taxes are going up or down over the course of your retirement? After surveying thousands of people, we found that overpaying in taxes is one of the greatest concerns among those preparin