Preview Mode Links will not work in preview mode

Healthy, Wealthy, & Wise Retirement Podcast

Aug 5, 2022

On today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading.

We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversation of what we can do...


Jul 26, 2022

On today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift.

Schedule an Intro Call with Loren

 

Resources mentioned on today's show:

ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article...


Jul 12, 2022

On today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared.

 

Resources mentioned on today's show:

6 Life-Changing Lessons from 2 Retirees...


Jun 29, 2022

On today's episode, we talk through 7 principles for finding peace during unpeaceful markets.

One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the future. Hopefully by arming you...


Jun 14, 2022

Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.

We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.

Reach out...