Retire Smart Austin | Episode 147
Philip Capriotti discusses essential questions to ask a potential financial advisor, emphasizing the importance of credentials, experience, and alignment with your financial goals.
Retire Smart Austin | Episode 145
Discover the importance of a written retirement income plan tailored to individual goals and assets, including considerations like tax efficiency, inflation, and long-term care.
Retire Smart Austin | Episode 144
Learn about converting IRAs to Roth IRAs to reduce tax burdens, ensuring steady income through annuities, and strategic Social Security planning to minimize taxes in retirement.
Retire Smart Austin | Episode 140
Phil Capriotti discusses key topics: tax-free investing in retirement, wealth preservation, and upcoming estate planning changes. He highlights the importance of Roth conversions amid changing tax laws and outlines strategies to minimize estate taxes.
Retire Smart Austin | Episode 138
Philip Capriotti discusses retirement income strategies, focusing on tax-efficient planning, maximizing Social Security benefits, and utilizing Roth accounts and other tax-advantaged vehicles to build a secure retirement.
Retire Smart Austin | Episode 137
Discover retirement planning solutions focused on tax-efficient strategies like Roth IRAs and conversions. Phil Capriotti highlights strategies like maximizing Roth contributions and conversions early to benefit from tax-free retirement income streams
Retire Smart Austin | Episode 133
Phil Capriotti discusses the benefits and considerations of Indexed Universal Life (IUL) insurance. He highlights its potential for tax-free distributions, market growth without volatility, and estate planning advantages.
Retire Smart Austin | Episode 99
Philip Capriotti discusses various retirement planning strategies, including educational workshops on Social Security and Roth conversions held at libraries. Learn the importance of tax-efficient retirement income planning, especially through Roth conversions.
Retire Smart Austin | Episode 98
Learn about market volatility and the importance of a written retirement plan for better financial security. Schedule consultations today with Empower Wealth & Taxes to explore tailored retirement income plans.
Retire Smart Austin | Episode 97
Discover the importance of structured, tax-efficient retirement income plans tailored to individual needs, and the need for annual updates and professional management to navigate market volatility and ensure financial security.