Would a 0% tax rate help you live an even better retirement? In this week’s Retirement Headline, we’ll explore a WSJ article titled How You Can Grab a 0% Tax Rate. If that doesn’t pique your interest, I don’t know what will!
Listen in to hear how you can learn to plan so that you can take advantage of a 0% tax rate on capital gains income.
This episode originally aired in August 2023.
If you have diligently saved throughout your career, you may be ready to retire, yet still feel uncertain about spending your savings.
To truly live your best life in retirement you need to learn how to shift from a saving mindset to a spending mindset. In this episode of Retirement Starts Today, we’ll help you do just that.
This episode was first broadcast in July 2023.
One of the greatest financial assumptions is that it’s always better to own than to rent. However, in retirement, this may not be true. Once you are financially independent it is important to realize that not every dollar you spend needs to yield a return.
Join me for this episode of Retirement Starts Today to question traditional thinking and to see how you can improve your life, spend more money, and have more fun in retirement.
This episode was first broadcast in June 2023.
Do you have an HSA? If so, do you simply use it to pay for your medical expenses? Or do you use it as a way to build your wealth? Today we’ll look at an article from Financial Advisor Magazine that will help us identify opportunities for wealth creation.
Listen in to learn how to maximize the triple benefit of the humble HSA.
This episode was first broadcast in March 2023.