Episodios

  • The Hidden Costs of Retirement

    The Hidden Costs of Retirement
    Mar 13 2025
    One thing that is necessary in retirement planning is accounting for various expenses - not just your every day life necessities, but also the financial costs such as paying taxes, investment expenses and more. Pat and Jesse take a look at what these entail and some ways to save on these costs.
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    28 m
  • Social Security and Taxes

    Social Security and Taxes
    Mar 6 2025
    These two subjects are subjects of endless talk and change in Washington, and retirees have plenty of questions surrounding each. Pat and Jesse discuss Social Security first, taking a look at what may happen in several years if the program reaches the point of not being able to pay all of its intended benefits. Then they dive into taxes and what could happen if Congress passes a new program where rates may change.
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    28 m
  • What Could Happen with Taxes?

    What Could Happen with Taxes?
    Feb 27 2025
    President Trump is proposing a number of changes to the tax laws which could extend the Tax Cuts and Jobs Act passed during his first administration. It depends on Congress to take action this year, and Pat and Jesse discuss planning opportunities you can make even before any action is taken to help lessen the tax bill you could have in retirement.
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    28 m
  • What to Expect For 2025

    What to Expect For 2025
    Feb 20 2025
    Pat and Jesse discuss three of the issues that will be hot topics for the bulk of this year - inflation, market volatility and Social Security.
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    28 m
  • What Could Tax Rates Do?

    What Could Tax Rates Do?
    Feb 13 2025
    Republicans are trying to get new Cabinet officer appointments through the Senate, but what does this mean as far as taxes are concerned? Pat and Jesse take a look at what could happen if tax rates are allowed to go back to pre-2017 levels, which is what will happen if Congress doesn't act this year. They also look at the possibility of falling interest rates affecting various retirement instruments.
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    28 m
  • The New Administration

    The New Administration
    Jan 23 2025
    What could happen with the presidency and both houses of Congress controlled by the Republicans? Pat and Jesse dive into this question as the policy ideas of the new administration are greatly different from those of the outgoing adminstration. They also tackle listener questions from the mailbag.
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    28 m
  • 2025 Master Calendar

    2025 Master Calendar
    Jan 16 2025
    Pat and Jesse discuss important dates throughout the new year to be aware of for various financial necessities such as filing taxes, Medicare enrollment periods and more. They also take a look at resolutions you can make to help your finances throughout 2025.
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    28 m
  • Four Retirement Unknowns

    Four Retirement Unknowns
    Jan 9 2025
    There are four areas of retirement planning where situations aren't exactly known because they need to take potential future situations into account. These include health care, longevity and taxes. Pat and Jesse take a look at each of these areas and discuss how planning can help provide money for the scenarios that may pop up as retirement goes along.
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    28 m