367: Uncomplicating Retirement Taxes: 8 Things to Know Once You Reach Age 65
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 2 June 2023
⏱️ 24 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Forbes titled, 8 Things You Need To Know About Taxes Once You Reach Age 65. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/367.
Show Notes: Howardbailey.com/367
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Transcript
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| 0:00.0 | You know, it's relatively easy getting yourself to retirement. You save, you invest, you keep your |
| 0:06.4 | cost low, keep your returns high. Someday, you get close to retirement, you go, wow, this is getting |
| 0:11.9 | a little bit more complex. It's not just about growth at all costs. Now I have to create an |
| 0:16.1 | income strategy. I have to concern myself with long-term care. I have to concern myself with |
| 0:19.9 | taxes. What about my estate strategy? How do I put all of these different pieces together? |
| 0:24.9 | Well, today, we're going to focus on one area of your financial planning that you have to be |
| 0:30.7 | astute in. We're going to be covering eight things you need to know about taxes once you reach age 65. |
| 0:45.3 | Okay. you need to know about taxes once you reach age 65. Hello, my name's Casey Weed. Welcome to the Retire with Purpose podcast, where it is our mission to deliver to you clarity and purpose and elevate meaning in your life through personal and practical financial strategies. |
| 0:58.5 | We do this in a couple of different ways on the podcast. |
| 1:01.2 | If you're new to the show, you'll find that every other Monday we're doing a long-form interview with a world-class expert. |
| 1:08.5 | And you'll see every Friday, Marshall and I, my co-hosts for these Friday |
| 1:12.8 | additions, Marshall and I get together, and we discuss a trending topic. That trending topic comes |
| 1:17.8 | from our weekend reading email. That weekend reading email comes out every single Friday. |
| 1:22.8 | Hit your inbox. We go out, our team does the research. We sift through hundreds of articles |
| 1:27.4 | and drill down to four articles to put in your inbox every single Friday on trending topics from investment planning, tax planning, the non-financial side of retirement, and beyond to help you make better decisions in this stage of your life. And not only are you receiving these articles with |
| 1:45.3 | summaries and takeaways and all kinds of great stuff and links, you're also receiving free |
| 1:49.8 | white papers, book giveaways, special event invitations, webinar invitations, and one of my |
| 1:55.3 | favorite opportunities that you get as a weekend reading subscriber is that you're notified |
| 1:59.7 | prior to us bringing on these guests |
| 2:01.8 | so that you can submit to us the questions you want me to ask. And I'll use your questions |
| 2:06.8 | and offer you credit as well during that interview. In addition, if you've never signed up for |
| 2:12.7 | weekend reading, you'll also receive a free digital copy of my Wall Street Journal bestseller, |
... |
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