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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
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Retirement Starts Today

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Retirement Starts Today

Benjamin Brandt CFP®, RICP®

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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
 
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Big Picture Retirement

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Big Picture Retirement

Devin Carroll and John Ross

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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
 
Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income—sometimes achieving the zero percent tax bracket
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
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Retirement Radio

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Retirement Radio

Brian and Clayton, Hosts of Retirement Radio

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement.
 
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The Retirement Tax Podcast

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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
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Retirement 360

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Retirement 360

Alan Mercurio

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Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can ans ...
 
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Rock Your Retirement Show

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Rock Your Retirement Show

Kathe Kline and her guests discuss Retirement Lifestyle, not money.

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Retirement isn’t just about money. In our show we talk about the other things that will impact you such as: Social and Family Adventure and Travel Volunteer and Philanthropy Spiritual/soul Sex in retirement (I usually have therapists discuss this topic) Helping your parents/sandwich generation issues Baby Boomers are often helping both their children and their parents at the same time. Our goal is to help you have a great retirement, regardless of the amount of money you’ve saved. We want yo ...
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
Discover tried-and-true methods for a happier, more fulfilling retirement that can begin at any time, not just at 59 1/2 or 65. If you are already retired, you can attest that having the most fantastic retirement does not depend just on the numbers. After spending the previous two decades working for Wall Street, I'm fired up to tell my experience and inspire everyone who comes my way to break free, gain confidence, eliminate uncertainty, and use my technique to retire or re-shape their reti ...
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, includ ...
 
Retirement Chat Radio was created to help anyone with questions related to retirement. With its team of financial experts, Retirement Chat Radio provides reliable advice designed to help listeners plan for their retirement in the best possible way. From choosing the retirement path, understanding 401k's, and answering basic retirement planning strategies - this radio show covers it all! Get your questions answered and take control of your future with Retirement Chat Radio!
 
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Retirement Coach's Corner

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Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
 
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Retirement Plan Playbook

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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you’ll be sure to have an excellent Retirement Plan Playbook.
 
Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
 
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Robin Wigglesworth is editor of FT Alphaville, the Financial Times’ financial blog, where he focuses on the biggest trends reshaping markets, investing and finance across the world. Robin is also the author of a book called ‘Trillions – How a Band of Wall Street Renegades Invented The Index Fund and changed Finance Forever’. It’s been described as …
 
Financial freedom is the goal of nearly every real estate investor. Deciding when to leave, however, can be a complicated decision. But sometimes life chooses for you, which is the case with Rory and Jason. Jason took the plunge into full time real estate investing when things changed at his job, and has been steadily increasing their portfolio to …
 
Damon Roberts details his response when someone wants to get out of the market because of the continued volatility. Plus, how the convenience of sports betting could affect more than your budget. Also, what is keeping over half of all retirees up at night and finally, grab your tin foil hat because we are bringing conspiracy theories. For more info…
 
We talk about retirement income guardrails a lot on this show, but today we’ll go into greater depth while exploring an article from Kitces.com. This article was written by a mentor of mine and takes an advisor’s perspective on how to discuss spending increases and decreases with clients. These are fantastic conversations to review if you have been…
 
In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for their clients without flirting with …
 
Did you know, you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning strategies now … you could save hundreds of thousands of dollars. Don’t miss a special edition ofRetirement Solutions Radio Show.Air Date: 3/25/23…
 
Your retirement savings has to cover a lot of things - rising health care costs, inflation in general, taxes, emergencies, the works. It can be a challenge to make sure it's all taken care of. Today Alan and Troy discuss what you can do in your plan to see that these areas are properly planned for.Alan Mercurio
 
Travel is one thing that people in retirement and those nearing retirement seem to always have on their agenda. I remember my mother at age 65 bouncing up and down on some tundra just above Anchorage smiling and exclaiming, "Imagine, I am in Alaska!"Del Lowery
 
“Bank regulators were really asleep at the switch. They had all the red flags for Silicon Valley Bank back in 2019. They raised concerns, but they never forced any actions. The rating agencies were asleep at the switch as well. They were rating Silicon Valley Bank and Signature Bank as investment grade securities right up to the end.” Our guest thi…
 
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: How to Build a Bullet Proof Investment Plan in Retirement -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - March Month in Review (starting at 06:28) -How to Build a Bullet Proof Investment Plan in Retireme…
 
Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to …
 
Do you have an incomplete financial plan? On this episode we explore a number of topics that could reveal missing pieces. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, pl…
 
This episode is about Estate Planning and Tax Strategies you may not know about. Our San Francisco Bay Area-based planner, Bradley Geddes CFP®, joins Brian Decker on this week's show. One of the most important things about our retirement planning approach called, A Safer Retirement™ is how we work to incorporate strategies like the ones you'll hear…
 
Retirement planning for the longest time has been heavily reliant on tax-deferred accounts and Social Security. And while this paradigm worked for the previous generations, especially after pensions began fading, relying heavily on tax-deferred accounts does not work well anymore. Today tax-free and tax-advantaged accounts are best! Why did the old…
 
This Podcast covers bull and bear strategies for Call options, how to find options chains on your investment platform, and how volatility lends itself to profitable options trading. We also discuss leveraged ETFs - what they are and how to use them as opposed to options trading.ecoxn
 
The Silicon Valley bank issue, the future of the automotive industry, and the constant rise of inflation are making the heads of Americans spin! Needless to say, there’s a lot going on in the financial world right now, and RPA Wealth is ready to dive right into it. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss some of …
 
One of the most important decisions you will make in retirement is deciding when to collect your Social Security benefits. Social Security is a guaranteed lifetime annuity designed to pay you an inflation-protected income for as long as you live. But figuring out when to collect payments, especially if you are eligible for multiple benefits or coor…
 
There isn’t a wealth of information on how to retire as a single person.However, it’snot uncommon to enter retirementon your ownfor a variety of reasons.The reality is that single people don’t have as many planning options as couples, but there are some options. Read the full show notes and find more information here: https://matthewsandassociates.…
 
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, what can lead to bank failures, and what protection is there for the average American with money they have i…
 
What happens when a bank fails? If you’ve been watching the news lately, you may have noticed a lot happening around the Silicon Valley Bank and then Signature Bank. These are specific banks that cater to a specific client. How might these recent collapses impact your money or financial plan? Troy and Alan talk about the common situations that lead…
 
Some financial products or terms are easy to mix up. They sound the same or might do some of the same things, but there’s still an important difference between them. Eric guides us through several of these commonly mixed up financial things. Knowing the difference could help you make the right decisions when it comes to your financial plan. Here’s …
 
We will continue our discussion from last episode on if an advisor should tailor a plan to fit your personality and exploring the different aspects of this subject. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092Michael Stewart
 
After saving and waiting for so many years, no one wants to make a big mistake that ruins retirement! Making certain assumptions about what retirement will be like may lead to disappointment. On today’s show, we dive into the realities of retirement and some easy ways you could ruin it, drawing on Sean’s insightful conversations with clients as the…
 
Discussion of the basics of the U.S.'s monetary and banking systems, and why there have recently been multiple bank failures. And, should we be concerned about the broader banking system and more failures going forward? Links in this episode: Boomer Benefits website - https://www.BoomerBenefits.com FDIC Electronic Deposit Insurance Estimator ("EDIE…
 
Hello, and welcome back to Powering Your Retirement Radio. In today’s episode, I want to discuss the most often question I get these days: "Should I buy Treasury Bills?” I also want to discuss what happened with Silicon Valley Bank (SVB). It seems like several times each week. Someone calls to ask what I think about buying Treasury Bills. I first w…
 
We'll discuss ways to control things that are beyond your control in retirement. Is this even possible? Can you really remove all the risk of market losses and the high costs of fees? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! …
 
On this audio podcast, Miguel Gonzalez talks about Spring and how this is a good time to refresh your retirement plan. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https:/…
 
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Overcome Financial Fear And Perfectionism To Live A Life Of Financial Wellness. Summary: [129] – Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that…
 
*** More Than Money is officially out! Click here to grab your copy now. *** (All net proceeds being donated to non-profit organizations dedicated to improving financial literacy and diversity in the profession.) --- Today I’m sharing my recent conversation with Joe Saul-Sehy from Stacking Benjamins. Together, Joe and I break down two real-life cas…
 
Between inflation, a possible recession, and bank failures, our economy feels chaotic right now. However, that doesn’t mean that now’s the time to panic. Instead, this is your opportunity to get a better understanding of these complex situations and make sure you’re doing everything you can to keep your individual financial plan strong and healthy.…
 
Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me agai…
 
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, you want to minimize the tax liability on your inheritance. In this episode, J. Barry Watts explains the most tax-efficient way to handle inherited IRA…
 
Medicare Advantage is a type of health insurance plan that provides Medicare benefits to eligible individuals through private insurance companies. Also known as Medicare Part C, Medicare Advantage plans must cover all the services that Original Medicare provides, including hospital insurance (Part A) and medical insurance (Part B). However, these p…
 
I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on. So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of h…
 
The Power of Resting to Gain Clarity Why many struggle on making their retirement decisions? Are you struggling to go toward your goals because of the excessive noise and information around you? In this episode, we examine the transforming ability of slumber to improve insight and advance purposefully. Join me as I discuss the change from unconscio…
 
You could just wing it… But why not be intentional – and design your new life in retirement? Join our Group Program starting April 12th – Learn more here – Early Bird Pricing ends 3/27. __________________________ Are you a grandparent or is that potentially in your future? According to The Economist, grandparents comprise 20% of the world’s populat…
 
Episode 407: To reiterate…we’re not yet seeing a Black Swan event or a failure of the system. What’s happening in the economy is what should be anticipated during a Fed tightening cycle. What you’re witnessing isn’t a failure of the system, it’s the way the system is designed to work (by the Central Planners). We’re currently in the contraction pha…
 
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted application? Can I still file and suspend? So many questions and not enough answers. But, we're fixing t…
 
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments…
 
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Get your Retirement Coach 360 session: Call: 470-508-0508 Website: https://blackoakam.com/Ryan Ledden
 
On this audio replay of CRI’s February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs Officer, American Retirement Association Jessica Muirhead, Executive Director, MyCTSavings Chad Mullen, Director, Financial Security, AARP Chad Parks, CEO, Ubiquity Retirement + Savings William…
 
In this episode Ben and Steven discuss foundational principles that every tax payer should be aware of but was likely never taught. Taking ideas right out of Steven's new book, "Don't Get Killed on Taxes", the Least Boring Tax Podcast will teach you a few things you need to understand to get started on making your own tax plan. http://bit.ly/3Ths1U…
 
We are starting a new project with previous guests Edd and Cynthia. Edd and Cynthia have been traveling the world for the past 13 years, living on their Social Security income. They picked a location with a low cost of living, which is how they are able to afford their lifestyle. During COVID, Ecuador followed the US's lead and was strict about the…
 
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