Ep 73: 5 Tax Gotchas In Retirement

Posted on: April 14, 2023
Episode Duration: 23:57
Retirement, 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 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.”

Ep 61: Common Retirement Tax Questions

Posted on: October 20, 2022
Episode Duration: 28:54
Retirement, Tax Planning

Today, we are going to discuss the most common tax questions that we are asked by pre-retirees and retirees.

Ep 46: 2022 Tax Issues for Retirees

Posted on: March 3, 2022
Episode Duration: 31:14
Tax Planning

Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021 return.

What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2021 Download

Ep 30: Understanding Your Tax Return Is The Key To Building Wealth

Posted on: June 3, 2021
Episode Duration: 30:55
Tax Planning

On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be confusing! Hopefully we can help improve your understanding on the subject and provide a great tool to help you understand your specific return better.

Sample Tax Report Download

Ep 17: The Essential Planning Checklist

Posted on: November 19, 2020
Episode Duration: 27:33
Financial Planning, Retirement, Tax Planning, Volatility

There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren’t guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.

Essential Planning Checklist Download

Ep 7: The Advisory Process – The Design Phase

Posted on: June 18, 2020
Episode Duration: 18:13
Behavioral Finance, Financial Planning, Retirement, Investing, Tax Planning, Volatility

Over the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.

Ep 73: 5 Tax Gotchas In Retirement

Ep 61: Common Retirement Tax Questions

Ep 46: 2022 Tax Issues for Retirees

Ep 30: Understanding Your Tax Return Is The Key To Building Wealth

Ep 17: The Essential Planning Checklist

Ep 7: The Advisory Process – The Design Phase

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