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Jan 27, 2020

AARP recently published a study with some upsetting numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! Considering that and the new SECURE Act becoming law, George explains how he helped a client create a tax-free income strategy for when he...

Jan 20, 2020

Overall your investments probably did pretty in 2019, but what’s coming this year? George explains how to plan for the “what if” for 2020 and beyond. Plus how soon to be and current retirees should approach having an emergency fund.

Dec 23, 2019

If you’re planning to roll over assets from a traditional IRA to a Roth, you might want to pause before you make any changes… and listen to this episode. George explains why reducing taxes in retirement is important, but why it can’t be done by following blanket advice.

Dec 16, 2019

When it comes to resolutions, we each approach the New Year from our own unique circumstances… but share the common goal of doing something better in the new year. Today George addresses why it’s vital that you resolve to be more focused on what’s really happening with your investments all year long, especially...

Dec 9, 2019

After some nostalgia about the Sears catalogue, George shares a funny story from his childhood about his Christmas wish list. Plus, we discuss if DIY retirement planning can realistically work.