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      Retire Smart Austin Banner

      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

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      Retire Smart Austin Banner

      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

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      Retire Smart Austin Banner

      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

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      What's New

      Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck

      For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence that the bills will be paid, that you can handle surprises, and that you won’t run out of

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      Estate Planning & You: Getting Ready for 2026 (Without Freaking Out)

      state planning sounds like something for billionaires in marble mansions… not for regular people with a mortgage, a 401(k), a dog, and a favorite taco spot. But here’s the truth:If you love

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      Retirement Planning in 2026: How to Prepare for a New Era of Retirement

      If you feel like retirement has gotten more complicated, you’re not imagining things. Between market volatility, rising costs, new tax rules, and longer life expectancies, “set it and forget it” retirement planning

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TV Shows | Retire Smart Austin

Tune In Here with Phil Capriotti:

FBN

Sundays at 1:00 PM

KTBC-FOX:
Channel 7

Sundays at 9:00 AM

NBC-KXAN:
Channel 36

Sundays at 10:30 AM

KNVA-CW:
Channel 54

Saturdays at 9:30 AM

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Retire Smart Austin | Episode 152

Annuities can provide guaranteed income, protect against market volatility, and ensure tax efficiency, making them a valuable consideration for those without pensions or those concerned about outliving their savings.

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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.

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Retire Smart Austin | Episode 150

Learn the importance of Roth conversions and the benefits of tax-free withdrawals and the strategic advantages for retirement planning.

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Retire Smart Austin | Episode 149

Phil Capriotti discusses tax-free investing and wealth preservation, emphasizing the importance of tax efficiency in retirement income planning, including strategies like Social Security maximization and tax harvesting to minimize tax liabilities and

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Retire Smart Austin | Episode148

Discover the importance of choosing the right financial advisor for you. It is important to assess whether their advisors meet key criteria such as tax planning, retirement income strategies, and regular communication.

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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.

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Retire Smart Austin | Episode 146

Philip Capriotti discusses tactical portfolio management, annuities, and qualified charitable donations (QCDs). He emphasizes the importance of active management in portfolios to minimize risks, using diversified approaches with multiple portfolio managers.

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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.

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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.

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Retire Smart Austin | Episode 143

Philip Capriotti discusses financial planning strategies, focusing on tax-efficient retirement plans and estate planning tools like Irrevocable Life Insurance Trusts (ILITs) and Grantor Retained Annuity Trusts (GRATs).

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Retire Smart Austin | Episode 142

Learn more about estate planning tools like the Grantor Retained Annuity Trust (GRAT) to transfer wealth efficiently while minimizing tax implications, catering particularly to high net-worth individuals looking to safeguard assets for

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Retire Smart Austin | Episode 141

Learn about healthcare costs for retirees and the importance of estate planning to protect assets from taxes, and strategies like Roth conversions and irrevocable life insurance trusts (iSLATs) to manage estate taxes

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