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.
What Should You Actually Do With a $150K HSA in Retirement?
Garrett Crawford, CFP® and Adam Reed discuss how high-net-worth retirees in the $2M to $8M range should manage a six-figure Health Savings Account. Discover why hoarding an HSA into your 80s can create administrative friction and estate tax pitfalls for adult children, and how to build a drawdown plan.
Why Great Retirement Planning Takes a Team
Episode 44 of Retirement Tax Matters marks the one-year anniversary of the podcast. Garrett and Adam explore how consistently showing up to produce a weekly show shares a surprising number of parallels with navigating a successful retirement, highlighting why a team approach is a powerful ingredient for better retirement planning.