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News on the Timing of the Biden Tax Changes

Season 1 Episode 147

Legislative hijinks are happening in Congress right now and they are going to have an impact on the timing of a potential tax increase coming down th…

4 years, 7 months ago

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Do Retirees With Annuities Have More Fun?

Season 1 Episode 146

A new report says that retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to spend …

4 years, 7 months ago

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A Major Change to Social Security?

Season 1 Episode 145

A Democratic representative out of California has introduced a bill to change the way that Social Security cost of living adjustments are calculated.…

4 years, 7 months ago

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Is Joe Biden's Tax Proposal Losing Steam?

Season 1 Episode 144

Joe Biden campaigned on the platform of raising taxes on the top 1% of earners in America, yet six months into his administration, there haven't been…

4 years, 7 months ago

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The LIRP: When Does It Make Sense and How Old Is Too Old?

Season 1 Episode 143

The 3% Rule says that if you want to have $100,000 per year in retirement, you would need $3.3 million saved up, which is not very attainable for mos…

4 years, 8 months ago

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The Psychology of Guaranteed Income and How Much Money Is Enough

Season 1 Episode 142

David's first appearance on the podcast was one of the most downloaded episodes.

Back in 2014, David wrote the Power of Zero book and since then the …

4 years, 8 months ago

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Battle of the Massive Retirement Accounts: Peter Thiel vs. Mitt Romney

Season 1 Episode 141

Roth IRA's have been trending on Twitter recently because it was discovered that Peter Thiel accumulated over $5 billion in his Roth IRA. Peter Thiel…

4 years, 8 months ago

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Three Possible Scenarios for Rising Tax Rates

Season 1 Episode 140

Americans have over $30 trillion sitting in 401(k)'s and IRAs, and people are waking up to the fact that those accounts are in the crosshairs of the …

4 years, 8 months ago

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What's in Biden's New Budget Proposal?

Season 1 Episode 139

President Joe Biden has recently proposed a $6 trillion budget designed to make the US more competitive.

Spending is already on an unsustainable traj…

4 years, 9 months ago

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Higher Taxes for the Middle Class? My Interview with Maya MacGuineas (Part 2)

Season 1 Episode 138

Politicians are in a state of mind where they are not interested in fixing the problem, which means that the fix on the backend is going to have to b…

4 years, 9 months ago

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