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PODCAST EPISODE 290 – How much do you need to retire?

Date September 20, 2023
WHAT WAS COVERED 0:11 – Podcast begins. 0:20 – Financial independence and work-optional lifestyle. 1:41 – Assets, capital at work, and financial independence. (1:41) 5:40 – Retirement distribution strategies. (5:40) 9:35 – Retirement income calculation. (9:35) 13:11 – Retirement planning…

PODCAST EPISODE 287 Young + 401(k) = IRS Wins

Date August 30, 2023
WHAT WAS COVERED 0:12 – Introduction to this episode. 1:15 – The government has increased regulation around retirement plans 3:35 – Retirement account as a tax-deductible 5:01 – What a retirement account actually costs you 7:57 – What the IRS…