What kind of credentials does your financial advisor have? If you are working with an advisor with a credential of some type, what might cause your retirement plan to fail anyway?  In this episode, J

Are you sitting on cash, afraid to invest it in the markets during this crazy time in our country? Are you unsure what to do?  Well, you’re not alone. In this episode, J Barry Watts speaks simply abou

Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things fo

There’s a lot of talk in Washington about potential new taxes, but what impact will those changes in tax law have on you personally? In this episode, J Barry Watts unpacks the impact proposed tax law

What will taxes be like for you in retirement? Have you ever thought about that?  In this episode, J Barry Watts teaches you how to reach the 0% tax bracket—or at least to get your taxes as low as the

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will g

Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, until you retire, and then take it out as tax-free retirement income? In this episode, J Barry Watts introduces

Are you truly wealthy or working wealthy? What’s the difference between the two? For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. In t

Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come. In this episode, J Barry Watts discusses trusts and how valuable they c

How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison