The Truth About Taxes and Retirement
Latest Episodes
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
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 cru
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 t
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
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, M
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 thi
The Three Don’ts: Don’t Run Out of Money (Ep. 61)
You cant afford to run out of money in retirement! When you've 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
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 prepa
The Three Don’ts: Burden Your Family (Ep. 59)
Many people think about a nursing home when we talk about long-term care. But long-term care could also be care in your home. It could also include adult day care, or assisted living. While it ma
The Two Checks You Need in Retirement (Ep. 58)
Having a guaranteed lifetime income (your paychecks) during retirement can help you cover your basic living expenses, so you can focus on whats left the playchecks. In this episode, J. Barry Wat