How to Rock Retirement With The Retirement Answer Man - 175

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 26 June 2018

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Retirement Answer Man, Roger Whitney, CFP® talks about his book, Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future (listen to find out how to get a free copy!) Also, in some states, you may be able to pay your state taxes as a charitable donation and get a tax deduction, but Joe and Al explain why you might want to be careful with that. Plus, 5 hidden taxes that could bite you in retirement, the fellas help a listener make the most of her passive losses, and what’s the latest with the deductibility of home equity loans? Transcript and show notes at http://bit.ly/YMYW-175

Transcript

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0:00.0	Most people are looking at retirement as if they're running away from something. They're running away from the travel, the meetings, the corporate, all of the hustle. So they're focused at getting away from that pain. And a good planner, I think, mentally helps people really define what they're running to, which is an attraction. And I think that's a much healthier way to plan and create that successful transition.
0:23.9	That's the retirement answer man, Roger Whitney, CFP.
0:27.2	Today on Your Money, Your Wealth, he talks about his book, Rock Retirement,
0:31.2	a simple guide to help you take control and be more optimistic about the future.
0:35.7	Roger was kind enough to give us 10 copies to give to Your Money Your Wealth listeners for free.
0:40.6	To get yours, just visit Your Money Your Wealth.com and click special offer.
0:45.0	Learn how to enjoy your journey to retirement to its fullest, your free gift from our guest, Roger Whitney, and Your Money Your Wealth.
0:51.7	Also on the show today, in some states, you may be able to pay your state taxes as a charitable
0:56.3	donation and get a tax deduction.
0:58.8	But Joe and Al explained why you might want to be careful with that.
1:02.0	Plus, five hidden taxes that could bite you in retirement.
1:05.3	The fellow's help a listener make the most of her passive losses.
1:08.4	And what's the latest with the deductibility of home equity loans?
1:11.6	Here to tell us everything we need to know, it's Joe Anderson CFP and Big Al Clopine, CPA.
1:16.6	Hey, you found us!
1:19.6	Wow, you're excited today, brother.
1:22.6	I am.
1:23.6	I can't wait for this show.
1:24.6	The show's called Your Money or Welf.
1:26.6	Hey, Alan, let's talk a little bit about some tax law right out to shoot here.
1:33.3	We're just going to get deep in the stuff, like 30 seconds in.
1:37.3	This is serious.
	...

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