All tagged Retirement Planning

Ep. 56 Cut To The Chase: Simplify The 3 Tax Bombs In Retirement | Easy Guide

Retirement should be a period of financial freedom, not fiscal anxiety. 

In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you absolutely need to understand. 

Learn how your income interacts with tax brackets, Roth conversions, Social Security, and Medicare charges. We'll provide actionable strategies to help you make smarter decisions, protect your hard-earned retirement income, and minimize your tax burden for a more secure financial future. 

Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Ever wonder how major economic shifts impact your retirement dreams? In this insightful episode, we break down the recent tariff rollback and uncover crucial lessons for your long-term financial strategy. Get ready to dive into the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course.

Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.

Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!

Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

An inheritance can be a significant boost to your financial future, especially when it comes to retirement. But how do you make the most of it? This episode will guide you through making informed decisions that ensure financial stability and growth as you approach or enter retirement.

You'll also learn how to leverage professional advice from financial advisors, tax preparers, and estate attorneys to navigate the complexities of managing an inherited windfall for long-term security.

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA