Retire Smart Austin | Episode 216
They don’t plan on their retirement while they’re working. They work, work, work, work, and they don’t plan their exit while they’re working. And this is when things go sideways.
Retire Smart Austin | Episode 215
We want convenience, accuracy, and we want to make sure that our best interests remain in the front and foremost priority of the advisor we’re speaking to.
Retire Smart Austin | Episode 213
Why you should be working with not only a Certified Financial Planner, but that same person being a tax planner as well. They marry together so beautifully, and you’ll see why it’s so important to have that cohesive asset management style.
Retire Smart Austin | Episode 212
When you get into the retirement phase of life, it’s no longer about accumulating money so much. It’s more about preserving it.
Retire Smart Austin | Episode 210
Let’s talk about the difference between passive and active portfolio management. We can literally- on major downturns, we can literally save a retirement, save a portfolio, by doing just little things like this.
Retire Smart Austin | Episode 203
Why do I need to work with a Retirement Planning Specialist? Can I do it myself? Can I be a DIY? Er, well, today’s show is just for you. If you’re on the fence and you’re not sure, we’re going to do a deep dive into how there is a benefit to working with a Retirement Planning Specialist.
Retire Smart Austin | Episode 202
We are talking about a tax survey that came about, and Phil kind of broke it open a little bit last week. We’re going to continue with it this week. Overall, the overview is the importance of proper tax planning, most specifically in your retirement years.
Retire Smart Austin | Episode 201
I was reading this article, okay, on the 2025 certified CFP of standards, and I’m reading it, and I’m thinking, we’ve been talking about this for 15 years now, yeah, so we’re going to kind of dig into it today.
Retire Smart Austin | Episode 176
Many of the CPAs That We Train Now Don’t Understand Tax Planning. They Understand Providing You With Tax Services. They’re Basically Recording History This Year. They’re Not Looking Five Years Down the Road.
Retire Smart Austin | Episode 172
We’re going to talk about why you should be working with a financial advisor, and how do you select the right one? That’s a big question. How do you know it’s the right person for you?