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?
Retire Smart Austin | Episode 167
So, what’s the point? The point is, when we structure your retirement income plan, we have to do it past the death of the first spouse.
Retire Smart Austin | Episode 163
Discover the importance of tax planning and tax-free retirement income strategies, and the need to prepare for potential tax increases due to rising national debt.
Retire Smart Austin | Episode 161
Planning for retirement involves understanding key age milestones that can significantly impact your financial strategy. Learn how these age milestones can affect your retirement plans and what steps you can take to ensure a secure financial future.
Retire Smart Austin | Episode 159
Phil Capriotti Sr. discusses the emotional and financial challenges faced by those forced into early retirement, especially since the onset of COVID-19. Learn about the importance of social interaction, maintaining a structured routine, and staying active to combat anxiety and loneliness.
Retire Smart Austin | Episode 158
Learn about Social Security concerns, tax planning, and strategies for maximizing Social Security benefits, and discover the importance of delaying benefits for higher returns and tax efficiency.
Retire Smart Austin | Episode 154
Phil discusses the importance of using tax-advantaged accounts like Roth IRAs and 401(k)s, diversifying income sources, maximizing Social Security, managing debt, and planning for long-term care and healthcare costs.
Retire Smart Austin | Episode 153
Learn about the necessity of working with licensed fiduciaries. Phil Capriatti discusses the importance of understanding a financial advisor’s qualifications, how advisors are paid, and the benefits and drawbacks of different types of annuities.
Retire Smart Austin | Episode 151
Learn strategies for maximizing retirement income and minimizing taxes and discover the importance of tax-efficient planning after the loss of a spouse.