Retire Smart Austin | Episode 217
Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr and John Solyman CRPC of Empower Wealth & Tax. Welcome back to the studio, gentlemen, you guys are looking sharp today. Philip Capriotti 00:48 Well, thank you, Leah, appreciate that. So are you, […]
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 211
A lot of people tend to think retroactively, so they’ll get their first 1099 in the mail come February the year after, and it’s too late, typically, to take advantage of some of the year-end type strategies that we’re discussing.
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 208
We talked about this before, Phil, about the importance of tax loss harvesting done every two weeks via software, versus people maybe think about it once a year, twice a year, if that.
Retire Smart Austin | Episode 207
We’re always talking about converting your IRA and 401(k) to a Roth, and how important it is to retire tax free, or lease tax efficiently. Well, now we’re implementing technology, and we’ve been doing it for the last couple years.
Retire Smart Austin | Episode 206
It’s so important to have proper tax planning in your retirement years. And we started talking about this in a previous segment, previous episode, if you will, but we never got through the entire bulk of what we wanted to tell you, so, we’ve decided to keep going this week.
Retire Smart Austin | Episode 205
Would there be compelling reasons for us to do a financial plan that’s also tax efficient in our own household? How would that benefit us in the future? Well, that’s what today’s show is all about.
Retire Smart Austin | Episode 204
Well, not only are there so many more index crediting options available, I would say for folks who bought an annuity 15, 10, five years ago, even up as far as 2022, here’s how the basic annuity structure works.
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.