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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
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Retirement Mistakes You Can’t Afford to Make
Manage episode 497746743 series 1471652
Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows!
Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
224 episodes
Manage episode 497746743 series 1471652
Breaking down the surprising ways retirees can optimize income and reduce taxes in light of the new “One Big Beautiful Bill.” From the real value of annuities and dividend strategies to decoding the new senior deduction, Josh brings clarity to the confusing world of retirement planning. Plus, hear his hot takes on Trump’s latest EU trade moves, the myth of the 4% rule, and the latest two-minute drill on risk tolerance and smart investing as life expectancy grows!
Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
224 episodes
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