George Perkins joins Steve and Mark for an historical perspective on the financial planning industry. They recap 2018 and provide some insights for where 2019 may be heading.
Steve & Mark walk you through the tax consequences of withdrawing money from retirement savings and how taking out small amounts over a period of time can actually cost you more in taxes.
Taxes are complex, never intuitive, and full of traps that siphon off your money, particularly in retirement. Mark and Steve talk about keeping more of your money by reducing taxes. A lot more money, as it happens. Give us a listen, and then give us a call!
Steve and Mark make some interesting observations about market growth as it relates to one's standard of living in retirement.
Steve & Mark respond to a viewer complaint and provide a clear analysis of why a buyout offer needs to be carefully evaulated.