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Not everyone needs an estate plan, but who does? In today’s episode of Retire Smart Austin, Phil Capriotti Sr. discusses the critical aspects of estate planning, who needs one, and what an
Tax free retirement-is it even possible? In today’s episode of Retire Smart Austin, Phil Capriotti Sr. responds to a local advisor’s wondering HOW to write a tax free retirement plan!
This week we’re answering your burning questions about retirement, advisors, and more! In today’s episode of Retire Smart Austin, Phil Capriotti Sr. responds to audience questions with thoughtful and wise answers to
Annuities evoke strong responses, but are they really that bad? In today’s episode of Retire Smart Austin, Phil Capriotti Sr. reveals the hard financial truth behind annuities, and how annuities can provide
Is it possible to maximized retirement income AND be tax efficient? In today’s episode of Retire Smart Austin, Phil Capriotti Sr. explains strategies for maximizing retirement income and minimizing taxes in an
The importance of Roth conversions is often misunderstood. In today’s episode of Retire Smart Austin, Phil Capriotti Sr. talks the best way to convert your Roth, and the benefits of tax-free withdrawals!
The idea of tax free retirement can seem impossible, but with the help of Empower Wealth & Tax, tax free retirement can be yours! In today’s episode of Retire Smart Austin, Phil
Is there a better financial advisor for you? In today’s episode of Retire Smart Austin, Phil Capriotti walks through the questions you need to ask yourself and your advisor, to make sure
How important is a financial advisor in 2024? It’s time to ask the hard questions! In today’s episode of Retire Smart Austin, Phil Capriotti lines out the essential questions to ask a
Investing in the market can seem like a fool’s game, but with the right management, your portfolio can thrive ! In today’s episode of Retire Smart Austin, Phil Capriotti discusses tactical portfolio