Mailbag: Adjusting to Retirement, Company Stock & More

Phil's Tax Hacks

English - February 08, 2024 10:00 - 19 minutes - 27 MB - ★★★★★ - 4 ratings
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Previous Episode: Will The Economy Boom Or Bust In 2024?

Next Episode: Retirement Planning Is Harder Than It Used To Be (Part 1)

In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide some expert insights.

Remember, while we offer general advice on the show, it's always best to consult with a financial professional to tailor solutions to your unique situation. Stay tuned as we explore common financial dilemmas and uncover some general strategies to navigate them effectively!

Here’s some of what we discuss in this episode:

2:48 – Adjusting to retirement

6:59 – Social Security now or later?

10:07 – Company stock in 401(k)

13:27 – Selling property to pay off debt

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts