Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

2020-07-20T15:29:54-04:00July 23rd, 2020|

If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.

Ep 3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

2019-11-25T14:02:26-05:00September 19th, 2019|

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.

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