The concept of safe money. Answering listener questions on year-round tax strategies, the tax impact of RMDs, and the forecast for inflation and interest rates. Special guest, Sarah Stanley-Fallaw shares the habits that lead to being the millionaire next door.
9 ways to reduce taxes on Social Security. Have you planned for “black swan” events? Navigating RMDs from your IRA and true luxury goods that come from financial peace of mind. Special guest, David McKnight joins to discuss all things taxes.
7 income streams to build wealth. Which accounts to tap first for retirement withdrawals. Finance lessons from the Silicon Valley bank collapse. Special guest, Steve Lopez shares what he’s learned about retirement and the meaning of work.