# Adam Reed

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Social Security Trust Fund Depletion: What It Means for $2M to $8M Retirees

In Episode 50 of Retirement Tax Matters, Garrett Crawford, CFP® professional, and Adam Reed review the latest numbers from the Social Security Trust Fund report and what projected 2032 reserve depletion means for retirees with $2M to $8M portfolios. They break down why ongoing payroll tax collectio…

UNCUT Podcast #049: Gigantica Record!

Tom Dove and Adam Reed are back from an incredible week at Gigantica, and this one took some beating. Listen as they tell Damo and Spooner about their record-breaking week in this weeks Thinking Tackle Podcast UNCUT. After the previous group set a new Main Lake record with 140 carp, the challenge w…

What Should You Actually Do With a $150K HSA in Retirement?

Episode 51 of Retirement Tax Matters addresses how high-net-worth retirees in the $2M to $8M range should evaluate managing a six-figure Health Savings Account during retirement. Garrett Crawford, CFP® professional and Adam Reed break down the trade-off between saving an HSA for late-in-life tax-fr…

Fall Tax Planning Checklist for Pre-Retirees Between $2M-$8M

Episode 52 of Retirement Tax Matters launches a two-part autumn series focused on year-end tax planning for high-net-worth pre-retirees in the $2M to $8M space. Garrett Crawford, CFP® professional, and Adam Reed discuss why running a fall income tax projection is the most essential step working pre…

The Adam Project

"After accidentally crash-landing in 2022, time-traveling fighter pilot Adam Reed teams up with his 12-year-old self for a mission to save the future."-IMDb Thank you for joining Dave as he talks about this Ryan Reynolds, Walker Scobell and Mark Ruffalo led movie. It was fun talking aboutr this mo…

UNCUT Podcast #050: We Celebrate 50 Episodes

Can you believe it… Tom Dove, Neil Spooner, Damian Clarke and Adam Reed are celebrating their 50th Birthday. Almost two years, an episode every two weeks, and somehow the lads haven’t missed one yet. So, for #050, we’re doing things a little differently. This time, you asked the questions - and the…

Helping Retirees Tackle Year-End Tax Planning: Easiest to Hardest

Episode 53 of Retirement Tax Matters ranks the year-end tax data-gathering steps for $2M to $8M retirees from easiest to hardest. Garrett Crawford, CFP® and Adam Reed break down how to collect Social Security, pension, brokerage dividend, Schedule E, and Roth conversion numbers to build an accurate…

Birth Pains - Revelation 6-7 (Adam Reed)

Pastor Adam Reed brings us a message on the 7 Seals and the Great Multitude in Revelation 6-7 in our series "Until He Comes." Antioch Community Church in Chandler, Arizona is a spirit-filled, non-denominational church that exists to see revival in the Phoenix valley that transforms nations through …

Managing Dual Inherited and Personal Six-Figure RMDs

Episode 54 of Retirement Tax Matters examines the challenges high-net-worth households face when coordinating required minimum distributions across multiple accounts. For retirees in the $2M to $8M asset tier, receiving an inherited IRA alongside personal pre-tax retirement accounts creates a multi…

Ready To Admit You've Outgrown the 24% Tax Bracket?

Episode 54 of Retirement Tax Matters explores why high net worth retirees in the $2M to $8M asset range often outgrow the 24% tax bracket. Garrett Crawford, CFP®  and Adam Reed break down the psychological impact of holding onto lower tax brackets and explain how staying in 24% out of habit can lea…