False proxies that deceive your finances. Answering listener questions on maximizing tax efficiency, Roth IRA withdrawals and RMDs, and how Social Security earnings and benefits are calculated. Retirement income planning and spending insight with special guest, Dr. Michael Finke. Plus, a case study on the importance of having a fully communicated estate plan for your heirs.
What you need to know about taxes when you reach age 65. Answering listener questions on understanding Social Security earnings limits and finding purpose and meaning in your identity in retirement. How to age healthily with special guest, Dr. Dawn Carr. Job Optional case study: navigating longevity and inflation risk in a couple’s retirement strategy.