After accumulating wealth for years, you want it to be inherited by the right beneficiaries when the time comes. (Instead of your ex-spouse from 10 years ago!) If you are the one inheriting the IRA

When it comes to taxes, some legislations can feel incredibly complex to the average American, such as the recently passed SECURE Act 2.0 which was 4,000 pages long! But dont worry. In this e

The things I teach in classes, seminars, and the podcast are the things we practice in our own livesfinancially and personally. J. Barry Watts. In a previous episode, Barry spoke with his wife

Are you curious about how to instill the importance of budgeting and money management into your marriage? In this episode, J. Barry Watts brings on his wife Kelly Watts to dive into the magic of bu

Elections have consequences. The electoral decision in November has significant consequences for business owners, retirees, and tax payers. In this episode, J. Barry Watts is joined by Congressman

How are we supposed to know how much money we need to live our retirement years comfortably? Is it a million dollars? Can you get by on less? How do we even go about determining this? In this epis

Retirement is a process with a number of stages. In this episode, J Barry Watts discusses the four key stages of retirement: Anticipation, Liberation, Reinvention and Reflection. He breaks down ev

In this episode, J. Barry Watts unpacks a situation he recently encountered with a client, leading you through the situation they were in before doing any planning. He illustrates the steps taken in t

Have you ever wondered about the cost of taxes you will pay in your retirement? Will they be more or less than what you are paying today? The short answer is unfortunately, more. For nearly all

Weve talked about reducing taxes and a number of strategies to pay less to the IRS, but no one ever talks about your largest tax and how to avoid it. Do you know what the largest tax is? Have you