Takeaways: 1. No major changes for 2025 so far 2. IRA contributions remain the same, 401(k) and SEP IRA have had increases. 3. Most likely taxes on Social Security benefits will remain. Hopefully they will inflate the brackets to more current levels. They haven’t been inflated since the 1980’s. 4. If you own rental properties, be sure to deduct depreciation and recapture it when you sell. 5. Tax planning strategies. Tax loss harvesting on non-IRA accounts and Roth conversions to help lower taxes for the future.
13 Oct 2023
Episode 39: The Debt Ceiling and What It Means for Americans
1. There are 3 potential ways to balance the US Budget and start to pay off debt. 2. 2. Soon the U.S. will be spending more on interest on our than we will spend on any other program. 3. 3. The math doesn’t work out to only raise taxes on the wealthy. 4. 4. Taxes will increase for everyone. 5. 5. Tax-Free accounts will become more important in the future.
29 Sept 2023
Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement
Take intermittent steps into retirement. Go part-time, then retire.
Work with a financial planner that will look holistically at your income and assets.
If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.
Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Podcast Authority Score: 19 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
25
Social presence
0
YouTube
0
Engagement
32
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