The Retirement Cafe: With Dan Reese and Brent Oliver

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 you but for your heirs. As the old Morgan Stanley advertisement used to say, “You must pay taxes. But there’s no law that says you’ve gotta leave a tip.”

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 end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond.

Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry,” and that statement couldn’t be truer when it comes to a retirement income plan.

Today on The Retirement Café, we are going to discuss how to deal with all of the noise that we are all bombarded with on a daily basis around money. The noise can cause stress and make it difficult to relax and enjoy the retirement that you worked hard to achieve.

Today on The Retirement Café, we are going to discuss what statistics show us that families actually spend in retirement. Determining a spending plan in retirement is one of the most important things in developing a solid retirement plan.

Today on The Retirement Café, we are going to do something a little different. Instead of focusing on one topic, we are going to answer a handful of common retirement questions that listeners have asked Dan and Brent over the years. Obviously, we can’t answer them all in one episode, so we are focusing on some of the more common one’s.

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