Planning For Future Tax Rates
This week, we’ll continue our earlier discussions about the oncoming tax train that is headed our way. Let the Roth Guy help get you prepped so you can have peace of mind about how taxes will affect your retirement future.
Don’t Utter These Famous Last Words
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…
Roth Accounts and Tax Buckets
Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their clients’ financial plans.
Effects Of The Tax Reform & Email Questions
We’ll start off things off this week by discussing the effects of the tax code changes on people’s tax returns this year. Then we’ll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations, and more.
The Tax Train
This week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.
The 5 Most Common “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. Mike and Jude tell us about some times where they’ve helped clients through these frustrating areas.
The Roth Guy
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
Episode #14: Financial Overhaul
The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.
Episode #13: Little Missed Details
Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.
Episode #12: 50 Shades Of Gray Area
Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.