Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
Ready To Admit You've Outgrown the 24% Tax Bracket?
Many high-net-worth retirees in the $2M to $8M asset range work hard to stay inside the 24% tax bracket. This episode explores why intentionally moving into the 32% tax bracket today can protect your family from hitting 35% or 37% tax rates later in retirement.