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On this episode:
How much wheeling and dealing should a retiree do in the stock market? Social Security says they will cut checks back by 28% in 6 years. Are you ready? What you need to know about inherited IRAs. Keeping inflation in perspective.Subscribe or follow so you never miss an episode!
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On this episode:
Retirement is a time to spend and enjoy not a time to clip coupons. Why celebrate a 10% market win when you are losing 30% on taxes? How people view monthly income vs their account balance. Covering your bases with the correct legal documents in retirement.Subscribe or follow so you never miss an episode!
Check out Fire Your Financial Advisor...
On this episode:
A retired CPA has one warning for his friends. Greg breaks down why taxes get trickier after you stop working — and where DIY filers tend to slip up.
Wall Street has a $3 trillion headache, and it's your cash. Greg unpacks why advisors get uneasy when money moves to the sidelines, and how much risk retirees really need.
A listener i...
Most people believe with no job their tax bill will go down in retirement. That is not always true. The question is, what can you do about it?
Subscribe or follow so you never miss an episode!
Check out Fire Your Financial Advisor on YouTube!
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