See The Forest Through the Trees
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See The Forest Through the Trees

ÜBER DIESEN PODCAST 🔗

Retirement planning, Social Security strategy, Roth conversions, and retirement tax planning are explained clearly for retirees, pre-retirees, and business owners.

Hosted by Colin Exelby, CFP®, founder of Celestial Wealth Management and creator of See the Forest Through the Trees (STFTTT), this podcast focuses on helping people make smarter retirement and financial decisions through tax-aware planning, long-term thinking, and real-world retirement strategies.

Episodes cover topics including:

• Social Security claiming strategies
• How Social Security is taxed
• Roth conversion planning
• Retirement income strategies
• Required Minimum Distributions (RMDs)
• Medicare IRMAA premiums
• Retirement withdrawal sequencing
• Tax-efficient retirement planning
• Retirement mistakes and planning tradeoffs
• Financial planning for business owners and retirees

The goal is not fear-based financial media or generic investment commentary. The goal is helping people simplify complex retirement decisions and better understand how taxes, income planning, and long-term financial choices interact over time.

Designed for people approaching retirement, already retired, or seeking greater financial clarity around Social Security, taxes, retirement income, and wealth planning.

New episodes released regularly.

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Hosts:
Aktualisierungshäufigkeit:
every 10 days
Durchschnittliche Audiolänge:
13 minutes
Hat Sponsoren
Englisch
Vereinigte Staaten
87 Folgen
seit 1. Januar 2025
episodic
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FRÜHERE EPISODEN

When You Retire, Upgrade These 10 Things Before Telling Anyone

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The 10 Cheapest States to Live in America in 2026

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Which states are the cheapest—and most expensive—to live in America in 2026? In this video, Colin Exelby, CFP® breaks down the latest cost-of-living rankings, comparing housing, groceries, utilities, transportation, healthcare, and other everyday expenses across the country. You’ll see why Oklahoma…
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The 50% Social Security Spousal Benefit: Why You Can’t Collect Both

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Social Security spousal benefits can be confusing, especially when you hear that you may be eligible for up to 50% of your spouse’s benefit. But that doesn’t mean you receive half of your spouse’s check on top of your own benefit. In this video, Colin Exelby, CFP® explains how the 50% Social S…
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Retirees, Stop Paying Cash for Your Car - The Real Reason

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If you’re retired and thinking about paying cash for your next car, you may want to reconsider before writing that check. Paying cash might feel like the financially responsible choice—no monthly payment, no interest, and no debt. But depending on where that money comes from, paying cash could…
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How Much Should You Be Investing If You Have a Pension?

How Much Should You Be Investing If You Have a Pension?

If you have a pension, how much do you actually need to invest for retirement? Do you still need to save 15%, 20%, or even 25% of your income—or could your pension mean you're already saving enough? In this video, Colin Exelby, CFP® explains how to look at your pension, Social Security, 401(k)…
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Is the S&P 500 All You Really Need in Retirement?

Is the S&P 500 All You Really Need in Retirement?

Many investors believe an S&P 500 index fund gives them all the diversification they need. After all, owning the S&P 500 means owning approximately 500 of the largest publicly traded companies in the United States. But the S&P 500 is market-cap weighted, and its ten largest compani…
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6 ”Assets” That Are a Complete Waste (Rich Retirees Never Buy These)

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Some purchases can make you look wealthy while quietly reducing your financial freedom. In this video, Colin Exelby, CFP® explains six purchases that wealthy retirees tend to approach carefully—not because they refuse to spend money, but because they understand the difference between intention…
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3 Retirement Tax Mistakes That Cost Thousands (Real World Examples)

3 Retirement Tax Mistakes That Cost Thousands (Real World Examples)

A retirement tax strategy can look smart on its own and still create a larger tax bill somewhere else. In this video, Colin Exelby, CFP® explains three common retirement tax mistakes: failing to use the 0% long-term capital gains bracket, triggering the Social Security tax trap, and converting…
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5 Ways to Increase Your Social Security Benefit in 2026

5 Ways to Increase Your Social Security Benefit in 2026

· Transkript
Your Social Security estimate may not be as fixed as you think. In this video, Colin Exelby, CFP® explains five ways you may be able to increase your Social Security benefit—even if you are already in your 60s or have started collecting. Social Security uses your highest 35 years of cover…
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Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Celestial Wealth Mgmt, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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