The Truth About Taxes and Retirement

The Truth About Taxes and Retirement


Latest Episodes

What People Don’t Know About Taxes (Ep. 69)
May 22, 2024

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)
May 08, 2024

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)
April 24, 2024

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)
January 03, 2024

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)
December 20, 2023

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)
September 13, 2023

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)
August 30, 2023

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)
August 16, 2023

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)
July 05, 2023

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)
May 31, 2023

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

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