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

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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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가이드
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자기 개발
비즈니스
진행자:
업데이트 빈도:
every 9 days
평균 오디오 길이:
13 minutes
스폰서 있음
영어
미국
에피소드 88 개
2025년 1월 1일부터
episodic
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Social Security at 62 vs 70? The Math Will SHOCK You

Social Security at 62 vs 70? The Math Will SHOCK You

Should you take Social Security at 62, wait until 67, or delay until 70? The difference could be worth hundreds of thousands of dollars throughout your retirement, but the traditional Social Security break-even calculation might be missing some of the most important factors. In this video, Col…
00:13:51
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Never Leave Money To Grandkids: Instead do This!

Never Leave Money To Grandkids: Instead do This!

Leaving money to your grandchildren is one of the greatest gifts you can give, but making the wrong estate planning decisions could leave them with unexpected taxes, legal complications, or an inheritance they aren't prepared to manage. In this video, Colin Exelby, CFP® discusses 4 costly mis…
00:11:52
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When You Retire, Upgrade These 10 Things Before Telling Anyone

When You Retire, Upgrade These 10 Things Before Telling Anyone

Retirement changes more than just your daily routine. Once your paycheck stops, the way you manage your money, taxes, healthcare, and investments needs to change too. In this video, Colin Exelby explains10 important financial upgrades you should make when you retire to help protect your savings, re…
00:12:39
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The 10 Cheapest States to Live in America in 2026

The 10 Cheapest States to Live in America in 2026

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…
00:15:48
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The 50% Social Security Spousal Benefit: Why You Can’t Collect Both

The 50% Social Security Spousal Benefit: Why You Can’t Collect Both

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…
00:11:46
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Retirees, Stop Paying Cash for Your Car - The Real Reason

Retirees, Stop Paying Cash for Your Car - The Real Reason

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…
00:12:12
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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)…
00:12:37
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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…
00:07:28
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6 ”Assets” That Are a Complete Waste (Rich Retirees Never Buy These)

6 ”Assets” That Are a Complete Waste (Rich Retirees Never Buy These)

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…
00:12:49
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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…
00:14:22
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Celestial Wealth Mgmt에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
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