Ep 15: Retirement Constants That Will Affect Everyone
Phil's Tax Hacks
English - November 07, 2019 09:00 - 18 minutes - 25.9 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Retirement planning is all about finding the right mix of investments that fit your needs and your situation. There’s no such thing as a ‘one-size-fits-all’ approach, but there are factors that will impact every single on of us in retirement. Understanding these constants and planning for them will put your portfolio in a great position.
On this episode:
0:46 – We’re not happy about the officiating in the Lions’ game.
2:37 – What’s Phil’s opinion on how to handle health insurance costs?
6:02 – Here’s our main topic for today’s show: retirement constants.
7:16 – Retirement constant: Inflation
8:42 – How does Phil plan for inflation with his clients?
11:12 – Retirement constant: Taxes
12:22 – Ronald Reagan used to make just two movies a year because of tax brackets.
13:04 – Retirement constant: Healthcare
13:23 – Retirement constant: Fees and Commissions
15:56 – Mailbag question: My employer is going to stop matching 401k contributions to offset rising healthcare costs. Without the match, should I continue contributing to my 401k or look at other options?
Get the full show notes and additional resources here: https://philstaxhacks.com/podcast/ep-15-retirement-constants-that-will-affect-everyone/