Social Security

Ep 079: Tackling Your Financial Laundry List

Tackling Your Financial Laundry List
- Does being wealthy mean you don’t need a financial advisor?
- Efficient planning tools to get the best result
- So! You’ve saved enough!...Now what?
- Healthcare costs: stretching your dollar to manage efficiently
- Social Security savvy
- Cash reserve vs. cash flow: Know the difference
- Key things you should do BEFORE you retire
- Your Home: How to use it to your advantage

Ep 064: Strategies to Early Retirement

Strategies to early retirement:
- How will you spend your time, and what will it cost you?
- The importance of knowing your living expenses
- How to know if it’s manageable financially and physically
- Consider diversifying streams of income
- Let’s talk insurance: will your healthcare costs go up?
- The consequences to taking Social Security early

Ep 052: Taxes and Retirement

Taxes and Retirement: Build a plan around great timing:
- The various types of income you can expect to be taxed in retirement
- Which deductions will disappear when you retire?
- Choosing the magical age to stop working
- Be smart! Track your medical expenses to reduce your taxes
- When is it time to start taking Social Security benefits?
- Strategies to help you squeeze more from the tax law

Ep 003: How to Create Good Financial Habits at Any Age

Listen as our hosts discuss the following topics:
- Tips on tax planning
- Proposed elimination of estate taxes with the new Trump administration
- Understanding your Social Security benefits
- How to create good financial habits at any age