Private Equity Payouts: How to Avoid a Surprise Tax Bill
Private Equity Payouts: How to Avoid a Surprise Tax Bill A private equity payout often represents years of work coming together. It also tends to introduce complexity that doesn’t [...]
What Your 2025 Tax Return Reveals About Your Retirement Plan
What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles | April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate
The Retirement Tax Trap: Why Income Planning and Tax Planning Should Never Be Separate By Scott Searles | February 27th, 2026 Retirement Isn’t Just About Income — It’s About [...]
Are You Retirement Ready? Take The Quiz!
The kids may be heading back to class, but it’s a perfect time for adults to crack open the books too, especially when it comes to retirement. In this episode, Scott puts listeners to the test with a series of essential retirement planning questions every retiree should know.
What The “Big Beautiful Bill” Means For Your Retirement Plan
You’ve probably heard about the “Big Beautiful Bill,” but what does it actually mean for your retirement plan? In this episode, Scott breaks down the real implications of the new legislation, beyond the headlines and political noise. He walks you through what changed, what didn’t, and the planning opportunities that smart retirees should be acting on now, while the tax rules are favorable.
Key 2025 Tax Breaks & Adjustment Opportunities
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and boost your savings. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.
