Posts Tagged ‘taxes’
Ep 21: Things People Think They Know (But Don’t!)
When it comes to your financial plan, are your plans based on financial expertise or your
assumptions? It’s hard to recognize our own weaknesses or deficiencies, but in reality, there
are many key areas where people trip up.
Ep 15: 5 Variables that Shape Your Retirement Plan
Retirement will look and feel different for everyone because each of us have different variables to consider. These variables make it a little more difficult to plan but that what makes the process more fun. On today’s show, we’ll explain why answers to these critical retirement questions vary from person to person.Read More
Ep 13: A Message to the Good Savers
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s discuss some of the areas where savers might make a few missteps so you’ll be better prepared in retirement.Read More
Ep #9: What Financial Wisdom Can We Gain from Beatles Songs?
Chris has been a fan of The Beatles for a long time so we decided to make the connection between the Fab Four and Finance. Join us as we take song titles and explain how they apply to retirement planning.Read More
Ep #1: Managing Your Retirement Expectations
It’s not uncommon for your expectations about retirement to be out of whack from reality. Some people have unreasonable expectations while others set the bar way too low. On today’s podcast, Chris describes what reasonable expectations look like for most people in retirement. We’ll also answer some great listener questions about rental properties, estimated tax payments in retirement and what to do about being trapped in “golden handcuffs”.Read More