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Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr. of Empower Wealth and Tax. And today we’re actually going to
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Leah Woodford 00:00 Welcome, Retire Smart Austin. I’m Leah Woodford with Phil Capriotti Sr today, of Empower Wealth and Tax, and we’re actually continuing last week’s show on trusts, and I’m so
Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create
Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind
In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity for growth. One financial tool that continues to gain attention
When people hear the words “retirement planning,” many immediately picture someone in their 60s preparing to leave the workforce. The reality is very different. The most successful retirement strategies often begin decades
For many people, financial confidence is not about having millions of dollars or a perfect investment strategy. It is about feeling secure, prepared, and in control of what lies ahead. Life is
When people think about financial planning, they often focus only on retirement accounts or investment strategies. While these are important pieces of the puzzle, true financial security comes from creating a complete
Most people do not ignore their finances because they do not care.They ignore them because life gets busy. Work takes over. Family needs attention. Retirement feels far away. Insurance paperwork feels confusing.
When most people think about retirement planning, they focus on the big numbers. How much they have saved. How much income they will need. When they want to retire. But there is
As April 15 approaches, many people assume the window for tax planning has already closed. The truth is, there may still be time to make a few smart financial moves that could
When it comes to your financial future, confidence does not come from guessing. It comes from having a clear strategy, trusted guidance, and a plan built around your goals. Whether you are
When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about insurance, they usually think about protecting their home, health, or family. The
Planning for retirement has changed dramatically over the past few decades. In the past, many retirees relied on pensions and Social Security to provide dependable income throughout retirement. Today, pensions have largely