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.
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 199
The subject of today’s show is market volatility. What can you do? Are you ready? Is your portfolio being actively managed or passively managed? There’s a difference. It’s going to help you weather the storm if you’re in the right hands.
Retire Smart Austin | Episode 198
Do you find yourself wondering what will be some of the effects that are coming about with the tariffs that are being implemented? Well, if you’re curious and you’re not sure, today’s show is just for you.
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 171
This Is Part Two of the Show That We Started Last Week, And What We’re Talking About Are the Proposed Changes from the Biden Administration and How They Can Affect Retirees, But Also Just Your Legacy Planning and Really Your Life Overall.
Retire Smart Austin | Episode 170
We’re Going to Be Talking All About the Proposed Tax Changes That President Biden Is Actually Talking About Doing Right Now. How Was That Going to Affect Your Retiree and How Is It Going to Affect the Inheritance?
Retire Smart Austin | Episode 169
To our viewers at home, we have a very interesting subject for you. We’re going to talk about what happens with the elimination of the Tax and Job Cuts Act.