The Truth About Taxes and Retirement

Latest Episodes
How to Get to the 0% Tax Bracket (Ep. 49)
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
Hidden Taxes in Retirement (Ep. 48)
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
Avoiding Your Largest Tax (Ep. 47)
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
Celebrating America with Yakov Smirnoff (Ep. 46)
vites legendary comedian Yakov Smirnoff onto the show to discuss the path that led him from Russia to America and his unique perspective on all that is wonderful about America!
Taking Advantage of Stock Market Volatility (Ep. 45)
In this episode, J Barry Watts teaches you how to take advantage of the stock market when its volatile in a way that prevents losses, while providing a pathway to grow your accounts.
Three Ways to Protect Your Hard Earned Money from Taxes (Ep. 44)
Taxes, the hidden burden that comes around once a year to reap the benefits of your hard-earned money. What we say to this is; put yourself in a position to pay the least amount of taxes possible s
Good News about Keeping Cash Safe, Available, and Growing (Ep. 43)
Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. This account may sound too good to be true. But, we promise you its not. Its actually only a phone call
Keep Your 401K from Going Over the Cliff (Ep. 42)
There is a lot going on in the market right now and knowing how to react and when to react to protect your financial future can be tricky. Luckily there are some key concepts that can help you keep y
Selling Your Business & Paying Zero Taxes (Ep. 41)
Starting a business is hard work. If you eventually sell that business, you likely want to maximize your pay day. We’ve never met anyone who wants to pay more in tax, but yet, a lot of people do. One
Increasing Income in Retirement (Ep. 40)
Where does income in retirement come from? What strategies are there to manage your income in retirement to ensure you stay retired? If these are questions you find yourself wondering, this is the epi