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  • Taxes in Retirement

    Taxes in Retirement
    2025/04/10
    Many retirees assume they will pay less in taxes in retirement because they've stopped working, but that may not be the case. Pat and Jesse take a deep dive into the way tax rates on retirement income can affect not just what you pay on withdrawals, but also on Social Security, Medicare premiums and more. They also discuss how tax planning can help possibly lower the amount you legally owe.
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    28 分
  • Where Do You Live?

    Where Do You Live?
    2025/03/27
    Pat and Jesse revisit a couple of subjects, including deciding where you want to live in retirement. Is it where you currently are, or someplace different? They also go over the kinds of questions you need to ask to help you determine the answers you need. Then Pat goes over a retirement checklist to make sure you have everything necessary for your retirement plan.
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    28 分
  • Risks and Questions

    Risks and Questions
    2025/03/20
    Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag.
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    26 分
  • The Hidden Costs of Retirement

    The Hidden Costs of Retirement
    2025/03/13
    One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs.
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    28 分
  • Social Security and Taxes

    Social Security and Taxes
    2025/03/06
    These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where rates may change.
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    28 分
  • What Could Happen with Taxes?

    What Could Happen with Taxes?
    2025/02/27
    President Trump is proposing a number of changes to the tax laws which could extend the Tax Cuts and Jobs Act passed during his first administration. It depends on Congress to take action this year, and Pat and Jesse discuss planning opportunities you can make even before any action is taken to help lessen the tax bill you could have in retirement.
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    28 分
  • What to Expect For 2025

    What to Expect For 2025
    2025/02/20
    Pat and Jesse discuss three of the issues that will be hot topics for the bulk of this year - inflation, market volatility and Social Security.
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    28 分
  • What Could Tax Rates Do?

    What Could Tax Rates Do?
    2025/02/13
    Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.
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    28 分