A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
5 Investment That Don’t Belong in Your Taxable Accounts, Ep #123
Putting the wrong investments in your taxable brokerage account can quietly cost you thousands in taxes every year. In this episode, I break down 5 types of investments you should never hold in taxable accounts—and what to use instead for smarter, tax-efficient investing.
Want personalized advice? Book a call with me here: https://calendly.com/snewhouse/discovery
16 Sept 2025
The Tax-Savvy Way to Self-Fund Long-Term Care, Ep #122
Rising long-term care costs can drain retirement savings fast, but choosing the right account to pay for care can save you thousands in taxes. In this episode, I explain the smartest withdrawal order (to fund care, reduce taxes, and protect your legacy.
Want personalized help? Book a call: https://calendly.com/snewhouse/discovery (https://calendly.com/snewhouse/discovery)
2 Sept 2025
Trump Accounts: $1,000 Government Money for Babies Born 2025-2028, Ep #121
The government just created a brand new investment account type called "Trump Accounts" (yes, that's the real name). Here's what you need to know:
✅ $1,000 government seed money for eligible babies
✅ Parents can contribute up to $5,000 annually (ages 0-18)
✅ Low-cost index funds only (expense ratios under 0.1%)
✅ Works like a traditional IRA starting at age 18
I break down how this compares to 529 plans for college savings and share a potential Roth conversion strategy that could be helpful for young adults in low tax brackets.Trump Accounts launch July 2026 - but if you're having a baby between now and 2028, this could be a game-changer for their financial future.
Disclaimer: There will be more details coming as the government releases additional information.
If you want to get personalized advice, book a call with me at https://forthrightfinances.com/start-my-retirement/
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Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 40 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
67
Social presence
0
YouTube
0
Engagement
32
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