Feb 28, 2022
David discusses more on delaying Social Security and how to fill the income gap between early retirement and maximum Social Security. Thus creating one of the most tax efficient, inflation adjusted income streams in retirement!
Feb 21, 2022
This episode David discusses Social Security. Social Security is one of the most important income streams in retirement, for now, is also very tax favored.
Learn how to get the most from it and not screw things up!
Feb 14, 2022
This episode David discusses Married Filing Jointly and how you can set yourself up for success for the day one of you will be filing a single tax return.
It’s unfortunate, and we hope the day never happens, but it will: either through a passing of a loved one or divorce.
So, how can you set yourselves up now for that...
Feb 7, 2022
During this episode David begins discussing Longevity Risk.
This will be a reoccurring topic that addresses long term care, not
running out of money, and leaving a legacy you can be proud of; to
name a few.
If you are 5 years away from retirement, now is the time to get
serious about putting money into a Roth; but if...