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.
IRMAA: The Scariest Part of Retirement Planning
Medicare IRMAA surcharges create significant frustration for retirees due to two year lookback rules and cliff penalties. Garrett Crawford, CFP® and Adam Reed explain why reframing these costs as a small effective tax percentage allows $2M to $8M households to execute strategic Roth conversions before December 31st without missing the forest for the trees.
Helping Retirees Tackle Year-End Tax Planning: Easiest to Hardest
Ranking the year-end tax data-gathering process for $2M to $8M retirees from easiest to hardest to build an accurate fall income tax projection before December 31st.
Fall Tax Planning Checklist for Pre-Retirees Between $2M-$8M
A fall income tax projection is one of the most essential planning step high-earning W-2 pre-retirees miss each year. Learn how a mid-year paystub review helps high-earning W-2 wage workers in the $2M to $8M range make better financial planning decisions before the December 31st deadline.