In this video, we’ll make you aware of the three retirement decisions that you can’t change. What you decide to do with each of these is irreversible, and making a wrong, lifetime decision could potentially impact your lifestyle, income, and your savings.
In today’s video, we will share our Top 5 Strategies for getting the most out of your taxes in retirement and who these strategies are best for.
In today’s episode, we delve into a critical aspect of retirement planning that can significantly impact your financial future – Required Minimum Distributions (RMDs). Whether you’ve stashed your savings in a 401(k), 403(b), 457, IRA, SEP IRA, or simple IRA, understanding RMDs is crucial, especially if you’re approaching your seventies.
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by talking about the factors you need to consider.
In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement. We’ll also tell you why paying attention to these savings contributions now could potentially help you save thousands of dollars later on.
We’re back with another mailbag episode today! Join us as we tackle a range of topics- from navigating investments during significant life changes to figuring out a retirement travel spending amount, this episode covers a lot of ground. Scott is here to answer your questions, so stick around to see what you can learn.
Recent headlines are buzzing with talk of inflation, recession, and their potential impact on your retirement plans. Should you be concerned? In this episode, Scott takes you through a comprehensive breakdown of these headlines and what they truly mean for your financial future.
Scott recently came across an article that discussed 8 ways the richest Americans avoid paying taxes. While many might think that these strategies wouldn’t apply to their financial situation, we’re going to discuss how you can apply these tactics to potentially reduce your taxes. Stay tuned as Scott breaks down these 8 strategies!
In today’s episode, we’re diving into three often underestimated issues that could significantly impact your retirement plan. With valuable insight and practical strategies, Scott sheds light on how to overcome these challenges and secure a smoother financial future.
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we explore five money minefields that can test even the most solid relationships in retirement. Listen in as Scott shares some tips on how to resolve some of these common financial sources of tension and emphasizes the importance of open communication and compromise.