เกี่ยวกับตอนนี้
In this episode of Wealth Purpose Peace, podcast hosts Jonathan Hall and Brian Grant explain an important tax issue: required minimum distributions (RMDs). Once you reach a certain age, the IRS mandates that you begin withdrawing money from tax-deferred accounts. Listen to Jonathan's and Brian's thoughts on this situation and how to navigate it.
The idea behind Warburton Capital's podcast, Wealth Purpose Peace, is about more than money. It's about building a life where your finances actually support who you are and how you want to live. Wealth increases your options, purpose gives those options direction, and peace is what happens when wealth and purpose finally align. This isn't a podcast about chasing returns or optimizing every dollar. It's about asking better questions, making intentional decisions, and creating a life you don't feel the need to escape from.
Disclosures: Warburton Capital is a registered investment advisor. This show does not intend to provide personalized investment advice through this podcast and does not represent that the securities or services discussed are suitable for any investor. As rules and regulations change, podcast content may become outdated. Investors are advised not to rely on any information contained in the podcast in the process of making a full and informed investment decision.
Investment Advisory and Financial Planning Services are offered through Warburton Capital Management, a Registered Investment Advisor. Being registered does not imply a certain level of skill or training. Warburton Capital does not offer tax or legal advice. Consult your tax advisor or attorney regarding specific situations.
CFP – the Certified Financial Planner certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
