tax planning

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶The 10-Year Tax Trap Most Retirees Never See ComingBeyond the Money25:04Notes
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2. 2▶Your Retirement Could Start Earlier Than You ThinkRetire Texas Style!15:41Notes
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3. 3▶Don't Waste Your Go-Go Years: Tactical Planning for Active RetirementRetirement Coffee Talk24:18Notes
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4. 4▶Why Your Retirement Income Needs More Than a FormulaSuccess in the New Retirement17:51Notes
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5. 5▶Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?Retirement Coffee Talk48:30Notes
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6. 6▶Interview w/ the Founder of Market Guard, Brad JenkinsBeyond the Money33:28Notes
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7. 7▶Why Retirement Feels Impossible and What People Often MissRetire Texas Style!15:40Notes
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8. 8▶Will Your Family Know What to Do When You’re Gone?Beyond the Money22:54Notes
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9. 9▶Who Really Owns Your Home? The Property Tax TrapRetirement Coffee Talk52:32Notes
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10. 10▶Buying the Dip or Catching a Falling Market?Success in the New Retirement15:23Notes
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11. 11▶Monopoly, Market Crash, and the Math Behind Your Life SavingsRetirement Coffee Talk49:34Notes
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12. 12▶Is Your Retirement Plan Still on Track?Beyond the Money22:30Notes
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13. 13▶The Retirement Cost Most People UnderestimateRetire Texas Style!18:08Notes
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14. 14▶Ditch the 65 Myth: How to Retire at 62 with Financial ConfidenceRetirement Coffee Talk26:37Notes
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15. 15▶The Retirement Mistake That Keeps People Up at NightSuccess in the New Retirement12:10Notes
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16. 16▶Retire by Design: The Secret to Spending More and Worrying LessRetirement Coffee Talk51:11Notes
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17. 17▶The Two Choices Every Retiree Faces About RiskBeyond the Money22:25Notes
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18. 18▶The Estate Planning Mistake Boomers Keep MakingRetire Texas Style!16:19Notes
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19. 19▶Get Rich or Protect Your Wealth? The Big Retirement DilemmaRetirement Coffee Talk20:01Notes
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20. 20▶DIY Retirement? Don’t Miss the Hidden GapsSuccess in the New Retirement16:46Notes
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21. 21▶The #1 Portfolio Shift You Must Make Before RetiringRetirement Coffee Talk48:49Notes
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22. 22▶Why Investing Alone Is Not a Retirement PlanBeyond the Money20:21Notes
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23. 23▶Can AI Really Plan Your Retirement?Retire Texas Style!17:22Notes
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24. 24▶You've Won the Race: Why Risk Your Retirement Nest Egg Now?Retirement Coffee Talk24:10Notes
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25. 25▶Market Highs, Retirement Risk, and the Plan You NeedSuccess in the New Retirement18:36Notes
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26. 26▶The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?Retirement Coffee Talk47:02Notes
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27. 27▶The Retirement Blind Spot Most People MissBeyond the Money21:33Notes
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28. 28▶The Tax Strategy Retirees Often MissSuccess in the New Retirement17:39Notes
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29. 29▶Is Financial Freedom About Money—or Something Bigger?Beyond the Money20:22Notes
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30. 30▶Retirement Then vs. Now: What Changed the Most?Retire Texas Style!15:22Notes
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31. 31▶The Risk Behind Chasing Big Retirement ReturnsSuccess in the New Retirement19:03Notes
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32. 32▶The Retirement Mistake That Has Nothing to Do With MoneyRetire Texas Style!16:34Notes
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33. 33▶The 5 Forces That Could Make or Break Your RetirementBeyond the Money21:54Notes
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34. 34▶Retirement’s Version of Independence DaySuccess in the New Retirement17:11Notes
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35. 35▶The Risk Behind Today’s Market MomentumBeyond the Money21:48Notes
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36. 36▶The $100 Chuck E. Cheese Problem No One Connects to RetirementRetire Texas Style!17:40Notes
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37. 37▶What Today’s Market Signals Could Mean for Your RetirementSuccess in the New Retirement17:10Notes
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38. 38▶Why Waiting to Plan Your Retirement Could Cost YouRetire Texas Style!14:18Notes
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39. 39▶Are Taxes Today Your Biggest Retirement Opportunity?Success in the New Retirement18:39Notes
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40. 40▶Why Your 401(k) Might Not Be EnoughRetire Texas Style!14:29Notes
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41. 41▶The 22-Step Plan for Income, Protection, and Peace of MindRock on Retirement34:45Notes
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42. 42▶Estate Planning as an Expression of Love and Responsibility (Ep. 148)Wealth Is In The Details Podcast34:05Notes
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43. 43▶Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too LateRock on Retirement34:45Notes
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44. 44▶The 15% Fee That Can Nuke Your Nest Egg — Coach Pete’s “Financial Fill-Up” Plan Is the Escape HatchRock on Retirement34:51Notes
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45. 45▶401(k) Secrets, Roth vs. Traditional Smackdown, and the “Safe Money” Moves Wall Street Won’t Spell OutRock on Retirement35:04Notes
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46. 46▶"Only the Paranoid Survive” — Coach Pete and Russ Hackman Call Out Wall Street’s Favorite Trick on RetireesRock on Retirement34:15Notes
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47. 47▶The Retirement Wake-Up Call Most People Get Way Too LateRock on Retirement34:57Notes
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48. 48▶Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)Wealth Is In The Details Podcast39:13Notes
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49. 49▶The One Thing Retirement Never Prepares You For — Even If the Money’s RightRock on Retirement34:45Notes
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50. 50▶The Retirement Red Zone: Moves You Can’t Afford to MissRock on Retirement34:45Notes
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