Episode 175 – Between personal responsibilities and career commitments we tend to overlook the fact that there are certain basic areas that we need to pay attention to. If these basic areas are not addressed. there may be serious gaps in our financial plan. Learn just how critical this is as we revisit one of our popular episodes.
Episode 161 – The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022.
Episode 159 – Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems.
Episode 157 – New IRS tables will impact required minimum distributions beginning in 2022. Learn how it could impact you here.
Episode 156 – The 4% Rule has been one of the standard models of retirement planning since the 1990s. The rule, however, has come under attack of late. A recent report by Morningstar indicates that the real number is more like 3.3%. What’s a retiree to do?