Posts Tagged ‘Taxes’
Tax Season
What do you need to know when it comes to tax planning? Eric outlines the ways a tax strategy can make a big difference in your retirement plan.
Read MoreAsking the Wrong Questions
What do I really spend? What does it take to maintain this standard of living? And what changes in retirement from when I am working from an expense side?
Read MoreAre You Aware of Hidden Expenses?
What kind of costs are you paying that you might not even realize? Eric identifies some hidden fees to look out for when planning for retirement.
Read MoreRetirement Planning with Shaq
Ready to spend some time on the basketball court? We have some fun talking through past quotes from Shaq and then applying them to financial decisions.
Read MoreAre These Things Overrated or Underrated
Let’s play a little game of overrated or underrated to see how Eric feels about a number of financial topics (and some silly ones) in today’s podcast! Which of these do you agree with?
Read MoreWishful Thinking with Your Finances
Planning to “live off the interest” or be in a lower tax bracket in retirement? Eric breaks down some of these concepts and points out what’s realistic vs. wishful thinking on today’s podcast.
Read MoreShould You Do a 401(k) Rollover?
When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.
Read MoreRetirement Quiz – Is That Your Final Answer?
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree?
Read MoreFinancial Blind Spots
What kind of blind spots should you look out for when it comes to your financial plan? We talk about four key areas that often get overlooked when retirement planning.
Read MoreAvoiding the Tax Time Bomb
Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.
Read MoreDo You Agree or Disagree with this Retirement Advice?
Which of these statements is worth paying attention to and which ones should you take with a grain of salt? Eric shares whether he agrees or disagrees with five retirement planning statements.
Read MoreWhat to Know About Biden’s Initial Executive Orders
Let’s take a look at some of Biden’s executive orders so far in his first few weeks. How could they alter your financial plan?
Read MoreIs This Retirement Fact or Fiction?
Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction–do you know which is which?
Read MoreAre You Flirting with Financial Disaster?
You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.
Read MoreMailbag: When Should I Take Social Security?
Are you wondering how much longer you really have to wait before claiming Social Security? Or are you looking to find the perfect financial advisor but haven’t found them yet? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreShould I Keep My Life Insurance Policy + Other Mailbag Questions
If your life insurance policy goes up after you turn 60, you may wonder if it’s still something
worth paying for. Or maybe you’ve just received an inheritance and don’t know what to
expect when it comes to taxes. Eric answers three questions from the mailbag this week.
Stages Leading Up To Retirement
Life isn’t just “before retirement” and “after retirement” when it comes to your financial plan. There are several stages leading up to and through retirement. Which stage are you in?
Read More5 Frequently Asked 401k Questions
Do you have a question about your 401(k)? There’s a good chance you’ve wondered about at least one of these five frequently asked questions when it comes to your 401(k).
Read MoreWhat You Should Know About Leaving an Inheritance
Estate planning is just one piece of a comprehensive retirement plan but it’s an important one because you only get one opportunity to get it right. The problem is many individuals have very little experience with inheritances and often make mistakes when handing them down or receiving them. Let’s try to change that today by informing you about inheritances and the steps you need to take.
Read MoreUnderstanding The SECURE Act, Part 1
What is the SECURE Act? And how does it impact your retirement plans? We’ll outline some of the major changes you need to be aware of in this two-part series.
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