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Pension Attention

Jul 27, 2021

Biden’s proposing to raise taxes soon. How worried should you be? 

It’s not all bad news (even if you want to keep your hard-earned money for yourself). 

In this episode, I’m revealing 3 reasons why you shouldn’t sweat Biden’s tax hikes. 

Show Highlights Include:

  • How bears’ hibernation habits help you not...


Jul 20, 2021

Drawing from the wrong retirement accounts first can spike your tax bill, wreck your legacy assets, and make your retirement less fulfilling. 

And the opposite is true: 

Drawing from the right accounts first lowers your tax bills, builds your legacy, and pays for exotic vacations with your family. 

So how do you know...


Jul 13, 2021

What we hear about the economy changes on a minute-by-minute basis. And it’s hard to separate fact from fiction when everyone is saying something different.  

Retirement, even in the best economy, is a huge transition. You don’t want to dip into emergency funds or drain your assets over bad market advice. 

Breaking...


Jul 6, 2021

A good retirement plan is crucial. You don’t want to look at your balance sheet when you’re 67 and realize you’ll always need a side job.

But designing a plan that works is hard. Your goals, situation and family are unique. Someone else’s plan probably won’t work as well for you.

That’s why you need to...