What does it mean for retirement to be "worthwhile"?
What actions can we take to best position ourselves to pursue it?
This podcast is for educational purposes only, and does not constitute individual investment, tax, or legal advice.
A Worthwhile "Retirement"
Claim This Podcastby Jacob George, CFP®
4.8(9 reviews)
32 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
31
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality23
Social0
YouTube64
Engagement32
Podcast Overview
What does it mean for retirement to be "worthwhile"? What actions can we take to best position ourselves to pursue it? *This podcast is for educational purposes only, and does not constitute individual investment, tax, or legal advice.*
Language
🇺🇲
Publishing Since
2/22/2024
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31
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality23
Social0
YouTube64
Engagement32
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
12 minutes
Performing excellently!
good
Show Experience
30 episodes over 1.5 years
Recommendations available
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needs improvement
Publishing Consistency
Every 18 days
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Recent Episodes
June 5, 2026
The NASDAQ Dropped 4% Today | Ep 31
<p>Market drops are normal. Keep "market money" in the market.</p><p><br></p><p>(Not investment, legal, or tax advice.)</p>
December 3, 2025
Tax Changes in 2025 and Beyond (OBBBA) | Ep 30
<p>Long time, no see! But let's go over some major changes before the 2025 tax year is over.</p><ul><li>Up to $6k senior deduction (through 2028)</li><li>SALT cap increased from $10k to $40k (through 2029)</li><li>TCJA numbers made permanent (increased standard deduction, tax brackets, estate/gift exemption)</li></ul>
August 6, 2025
Why I HATE Dividends | Ep 29
<ol><li>Dividends often discourage people from selling stocks. In my opinion, this more rigid philosophy leads to retirees who are more prone to discomfort in uncertainty.</li><li>Dividends tend to be viewed as "magic money" that just appears in addition to stock appreciation. This even permeates financial outlets that the public perceives to be experts.</li><li>Dividends are taxably inefficient. They limit our ability to fill up long-term capital gains brackets, and they limit our ability to make roth conversions.</li></ol><p><br></p><p>This is general financial information and is not intended to be taken as personalized legal, tax, or investment advice for anyone's particular situation. Please consult with a professional before you make any changes based off of something you heard on a podcast.</p>
32 total episodes available
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Jacob George
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Frequently asked questions
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- What is A Worthwhile "Retirement"?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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