Declining interest rates, Tax surprises in retirement, Paying off debt. (Originally aired October 12)

How Money Works

English - October 14, 2019 12:00 - 26 minutes - 17.9 MB - ★★★★★ - 2 ratings
Investing Business maestro wealth advisors how money works craig moser jennifer moser retirement planning financial planning financial advisor annuities wealth management money matters Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Estate Planning: The Importance of Doing It Right (Originally Aired August 10, 2019)

Next Episode: Emergency funds and taxes during retirement, and The RMD "Sweet Spot" (Originally aired October 19)

On today’s show … what will declining interest rates do to your nest egg? Why you should
strategize now to avoid a nasty tax surprise in retirement. How do you “win” when the markets are up … and “not lose” when the markets are down? Plus, should you try to pay off all your debt before leaving the working world behind?