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Tax-Proof Your Retirement
Weekly episodes that help you avoid costly tax surprises in retirement, plus smart tips on spending, investing, and keeping more of your money.
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Income
Tax Strategy
Planning
Paying Taxes Now vs Paying Taxes Later
May 22, 2024
Maximizing Retirement Spending & Minimizing Your Overall Tax Bill
May 15, 2024
The 3 Tax Buckets In Retirement
May 8, 2024
The 6 Steps To A Tax-Efficient Retirement Plan
May 1, 2024
Hiring A Financial Advisor: The 6 Biggest Mistakes to Avoid
May 1, 2024
Understanding Provisional Income & How It Affects Taxes On Your Social Security
May 1, 2024
Mailbag: Should I Take Social Security Now Or Wait Until I’m Done Working?
January 22, 2024
Money Mistakes You'll Regret and How to Avoid Them
November 2, 2023
Retirement Planning’s “Hidden” Questions
October 19, 2023
Are There Universal Retirement Truths? (PART 2)
September 28, 2023
Are There Universal Retirement Truths? (PART 1)
September 14, 2023
Exposing Retirement Planning Complaints
August 17, 2023
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
August 3, 2023
Bad Money Habits Could Spoil Your Retirement Party
July 6, 2023
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
June 22, 2023
Dismantling 2023’s Top 10 Social Security Myths (Part 2)
May 25, 2023
Dismantling 2023’s Top 10 Social Security Myths (Part 1)
May 11, 2023
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
April 27, 2023
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