What the Markets Have Taught Retirees So Far in 2026
What the Markets Have Taught Retirees So Far in 2026 By Scott Searles | June 19th, 2026 If the first half of 2026 has taught retirees anything, it is [...]
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 [...]
Supreme Court Tariff Ruling: Key Takeaways for Investors
Supreme Court Tariff Ruling: Key Takeaways for Investors by Scott Searles | March 13th, 2026 After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent [...]
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 [...]
Top Ten Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Most Common Retirement Planning Questions About Taxes
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
The Money Gridiron: What Football Teaches Us About Retirement Planning
At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.
Tax Consequences: Pros & Cons of Various Account Types
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct.
