Mailbag – Getting Out of Real Estate, A Market Crash, Tax Brackets, Financial Books
Answering your questions about the assumption of being in a lower tax bracket in retirement, whether a market crash is coming soon, and how to dump large positions in real estate as you transition into retirement. Plus, what are some great books you can read to arm yourself with information about retirement planning? We’ll answer all those questions and have some fun along the way on this week’s show. […]
Solving 4 Pain Points In Your Financial Life
When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Phil and Barbara tell us about some times where they’ve helped clients through these frustrating areas. […]
Mailbag – Roth IRAs, Robo-Advisors, Tech Stocks
Barbara and Phil answer a whole variety of listener-submitted questions this week. Find out their preferences on Roth vs. traditional IRA accounts, what you should know about robo-advisors, what you might do if you’re heavily invested in tech stocks with a short time horizon, and more. […]
Episode #15: Mailbag – Cash Settlements, Social Security Taxes, Inheritance
Join us as Barbara and Phil feature your listener questions. They’ll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you’ve maxed out your Roth IRA contributions, and more. […]
Episode #14: The 5 Dangerous Mindsets That Can Sink Your Retirement
In many phases of life our attitudes and mindsets can have big impacts on where we go and what we do. Retirement planning is no different. Let’s look at the five dangerous mindsets that can quickly sink your retirement if you’re not careful to guard against these, sometimes, natural instincts. […]