THE Retirement Equals Freedom

When it comes to Tax Prep versus Tax Planning? Hands down, planning is king! Josh Bretl shows us the difference between filing our taxes and positioning ourselves to minimize what taxes we owe.

It’s been a bumpy ride for banks lately – but context is everything! This episode decodes the collapse in recent weeks of Silicon Valley Bank, Signature Bank and First Republic.

Medicare — The beauty and the terror! Dave Wylly of Medicare Solutions Network joins Josh on the podcast to liberate you from the fear of Medicare!

Medicare can be intimidating, but don’t bury your head in the sand! If you want to truly own your retirement, be proactive in forming a solid Medicare strategy.

Our team’s positive energy and client success are about more than the nuts and bolts of tax strategy, investments and savings. What else is there? Listen to find out!

In this episode we get down to the nitty-gritty of tax strategy for retirement! You’ll come away with a better understanding of the downsides of mutual funds and a new way of thinking about capital gains as something to manage – not dodge at your own expense.

Don’t live in fear of capital gains or tax liabilities! Learn about portfolio rebalancing, the difference between sheltered and unsheltered investment vehicles, and tax drag!

SECURE Act 2.0 changed the RMD age from 72 to 73, which is great news for most retirees. Other changes include RMD penalties, catch-up contributions, and more.

They are the single biggest savings tool we have available to us. Are you using them effectively? That’s the question we explore on this episode devoted to all things 401k.

How can you make traditional and Roth IRAs, as well as 401k plans, work for you? Understand the benefits, limitations and rules of the road on IRA contributions.