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.
The Two Most Underrated Social Security Features for High-Net-Worth Married Retirees
Episode 37 of Retirement Tax Matters breaks down why high-net-worth married retirees with portfolios in the $2M–$8M range often look past critical elements of their Social Security filing strategy by prioritizing ROI instead of incorporating the risk-reducing benefits of the program.
Social Security Optimization for HNW Retirees (2026 Update)
Episode 12 of Retirement Tax Matters focuses on Social Security optimization for Hign-Net-Worth retirees, framing it as a critical spousal protection and legacy tool rather than a simple break-even calculation…