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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 209

      They thought they had an estate plan that was viable, but in fact, they made common mistakes, like having one of their children distribute the assets of the estate. We're going to

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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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      What's New

      2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right

      Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes, and stay on track. 2026 Retirement Planning Goals: A Simple Roadmap to

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      Why Annuities Can Be a Great Fit Heading Into 2026

      As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a

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      Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)

      As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend

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