The Truth About Taxes and Retirement
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Latest Episodes
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
Who Needs Insurance? Who WANTS Insurance? (Ep. 57)
Insurance can be a tricky thing to navigate. Some people who need it dont always want it, while others who want it may not necessarily need it. Plus, a lack of understanding of insurance and how i
Inherited IRA Rules (Ep. 56)
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
New IRA & 401K Rules for 2023 (Ep. 55)
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
Growing Up Watts (Ep. 54)
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
Money & Marriage: Keeping Romance Alive when Finances are on Life Support (Ep. 53)
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
What the Recent Election Means for Your Pocketbook with Congressman-Elect Eric Burlison (Ep. 52)
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 Much Money Do You Need to Retire? (Ep. 51)
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
The 4 Stages of Retirement (Ep. 50)
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