Welcome To Our Podcast
Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.
Today's rundown:
1:10 – What’s in store on today’s show and introducing part 3 of the series.
2:12 – Mailbag question: My retirement accounts have done well recently, but I don’t really know what it should be doing. How do I know if my money is doing what I need to do?
3:30 – What’s a good average rate of return to shoot for in a strong market?
4:20 – Returning to our series on ‘Busting the Biggest Financial Myths’
4:51 – Myth: You’ll probably be in a lower tax bracket once you retire.
5:42 – We can’t assume taxes are going to get any lower.
7:07 – Strategies you can use to take advantage of lower tax rates now.
8:44 – How Social Security impacts your taxes.
9:57 – How we help clients that want to see how taxes impact retirement planning.
To get the full show notes and see additional resources, click here.
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Episode Show Notes
Ep #3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3
Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.
Ep #2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2
Today it’s part two of a five-part series about financial myths and this episode focuses on an important one. The common belief in retirement is that you’ll need less income than you did while you were working. While we all hope this is true, basing your plan off this idea can put you in a difficult situation down the road.
Ep #1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1
We kick off our five-part series about financial myths with a product that Ben has worked with in his career: life insurance. Many people feel life insurance isn’t needed after retirement, but that’s not the case. We’ll explain life insurance options, why it can be needed after retiring, and how it can become an income source.
Ep #0: Get To Know Ben Schrock & The New Podcast
Before we launch the first episode of Unlocking Your Financial Future, we wanted to introduce you to the show and the people. In this ‘Getting to Know You’ episode, we’ll learn more about Ben Schrock, his business, and the future of the podcast.
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