Episodes

  • Taxes in Retirement

    Taxes in Retirement
    May 15 2025
    Taxes are not anyone's favorite subject, but they must be dealt with in retirement - and perhaps even more so because of how retirement accounts are taxed. Pat and Jesse discuss the subject from many angles and the need for anyone to be prepared for paying Uncle Sam, as well as ways to plan for doing so that could lessen the amount you may owe.
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    28 mins
  • Volatility and the Dirty Dozen

    Volatility and the Dirty Dozen
    May 8 2025
    First Pat and Jesse take a look at recent stock market volatility and address some common questions they receive concerning it. Then they look at the so-called Dirty Dozen, which is what the Internal Revenue Service refers to regarding various scams involving alleged unpaid taxes and related items scammers use to try and get money.
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    28 mins
  • Volatility Is Back

    Volatility Is Back
    May 1 2025
    Volatility is back and has been for much of 2025 to date. Pat and Jesse discuss why it is important for retirees to be proactive with their plan in times like this, but not to the extent of trying to time the market, which usually doesn't work out well for many investors.
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    28 mins
  • Is A Recession Coming?

    Is A Recession Coming?
    Apr 24 2025
    Some economists think a recession is coming later this year. Pat and Jesse discuss this possibility, as well as recurring market volatility and how a written financial plan can help you weather either of these scenarios.
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    28 mins
  • Risks in Retirement

    Risks in Retirement
    Apr 17 2025
    There are risks to retiring which can include longevity, taxes and other factors that you can't always see coming. Today Pat and Jesse take a look at these and discuss how having a solid plan in place can help to deal with them.
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    28 mins
  • Taxes in Retirement

    Taxes in Retirement
    Apr 10 2025
    Many retirees assume they will pay less in taxes in retirement because they've stopped working, but that may not be the case. Pat and Jesse take a deep dive into the way tax rates on retirement income can affect not just what you pay on withdrawals, but also on Social Security, Medicare premiums and more. They also discuss how tax planning can help possibly lower the amount you legally owe.
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    28 mins
  • Where Do You Live?

    Where Do You Live?
    Mar 27 2025
    Pat and Jesse revisit a couple of subjects, including deciding where you want to live in retirement. Is it where you currently are, or someplace different? They also go over the kinds of questions you need to ask to help you determine the answers you need. Then Pat goes over a retirement checklist to make sure you have everything necessary for your retirement plan.
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    28 mins
  • Risks and Questions

    Risks and Questions
    Mar 20 2025
    Pat and Jesse revisit the subject of retirement risks, including longevity, taxes, inflation and more. They also answer listener questions from the mailbag.
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    26 mins
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