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Ep 73: 5 Tax Gotchas In Retirement

  • Financial Planning, Tax Planning
Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for...

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Ep 72: Bank Failures and My Money

  • Other
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today...

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Ep 71: The Pitfalls of Predictions

  • Behavioral Finance, Investing, Other
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families....

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Ep 70: Simplify for Financial Success

  • Behavioral Finance
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families...

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Ep 69: Breaking Down SECURE Act 2.0

  • Behavioral Finance, Retirement Income
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the...

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Ep 68: What The Market Taught Us In 2022

  • Investing
Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years....

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