Retirement Made Simple: Recent Episodes
Jacob Duke
Retirement can be quite confusing, but it doesn't have to be. Jacob Duke, CFP® guides you through everything you should consider and think about regarding your retirement. Then he will give you simple, actionable takeaways. This retirement podcast covers how to generate a paycheck in retirement, Social Security strategies, Medicare, investing wisely in retirement, and how to LOWER your tax bill in retirement. Retirement planning is never a one-size fits all, but understanding these key principals will help you succeed in retirement.
Having a plan is essential to almost everything in life. Especially, your retirement. Today, we are discussing the importance of having an overall plan for retirement, but also have smaller sub-plans within your overall plan.
A lot of retirement is based on number crunching and making sure we have a sufficient amount of funds to retire and stay retired. From my observations, having a good mindset in retirement makes a world of difference when it comes to enjoying life and sleeping well at night regardless of the market crisis de jour. Take a listen to see how a positive mindset can help you actually live well in retirement. After all, life is for living!
In this episode, we are are talking about the basic need-to-knows of stock investing. What stocks are, ways we can invest in them, where we should invest in them, and the tax implications of stock investing.
Which accounts you invest your stock holdings in MATTERS! Knowing how the taxes work for stocks, mutual funds, and the accounts they are held in can help you optimize your tax situation both now and in the future. Be sure to listen until the end where we talk about these tax implications.
Understanding the different account types that are available to you, makes a big difference come retirement time. Paying attention to the taxability of each account type is crucial when planning for your retirement withdrawals.
Welcome to the Retirement Made Simple podcast! This is a show dedicated to helping you get ready for retirement. This is brief into episode explaining the topics we will be discussing moving forward. Enjoy!