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Planning for Retirement with Kevin Lao के पिछले एपिसोड खोजें।

इस पॉडकास्ट के अन्य एपिसोड

John and Kathy are 59 years old, one month away fromretirement, and have accumulated $4 million in retirement accounts. Their home is paid off, they have strong Social Security benefits coming in the future, and on paper, they appear to be in excellent shape. But having enough money to retire is on…
For years, investors have looked at the bond side of their portfolios and wondered: what's the point? Interest rates were near zero, yields were low, and then 2022 reminded investors that bonds can lose money too. But today, the fixed income landscape looks very different. Retirees can potentially …
Anytime I'm working with a client looking to retire early, there is usually a combination of excitement and nerves. For one, Medicare likely isn't an option for several years down the road. But more importantly, there is no fixed income coming into the picture. Employment/Self-Employment income is…
Most people think about taxes once a year, when it's time to file their return. But tax preparation and tax planning are two very different things. Tax preparation looks backward. Tax planning looks forward. And when you're approaching retirement, that distinction can have a major impact on how mu…
Thousands of retirees relocate every year looking for lower taxes, a lower cost of living, better weather, or to be closer to family. In this episode, Kevin sits down with estate planning attorney and financial advisor Ryan Smith to discuss the estate planning issues that many retirees overlook aft…
अस्वीकरण: इस पृष्ठ पर एम्बेडेड पॉडकास्ट और कलाकृति Kevin Lao से हैं, जो इसके मालिक की संपत्ति है और Listen Notes, Inc. से संबद्ध या समर्थित नहीं है।