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How to Protect Your Savings!
Manage episode 404060325 series 1744861
In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Chapter
1. 2024-03-02 401k SEG 2 (00:00:00)
100 episode
Manage episode 404060325 series 1744861
In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Chapter
1. 2024-03-02 401k SEG 2 (00:00:00)
100 episode
כל הפרקים
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1 Brokers Behaving Badly: Jesus Rodriguez 12:17


1 Looking Back to Move Forward into Retirement 11:44


1 Beware the 'Secret Formulas' for Retirement! 13:03

1 Index Universal Life Insurance: is it right for you? 12:58


1 Tax Strategies as you approach retirement! 13:48

1 Listener questions: Should I maximize my 401k if it's in company stock? 12:25

1 Market corrections aren't as bad as you think... if you have a plan! 12:56

1 Why you would benefit from a customized, retirement plan 14:58

1 Retirement Strategies for Economic Downturns 12:13



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