Latest episodes
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus ...
Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus claiming early. They examine key financial considerations such as survivor ...
Episode 203: OBBBA and You, Part 3: Building, Passing, and Protecting Wealth Under OBBBA
This is the third and final installment of our discussion with Brett Layton, which explores key updates to tax laws, including estate tax limits, the alternative minimum tax, expanded uses ...
What Pickleball can teach us
about retirement…hear us out!
RISA® | 24 November 2024
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What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What we're talking about
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
Topics we've covered
What you’re talking about
Moving forward in your retirement journey
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