080. Six Steps to Retirement Confidence
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080. Six Steps to Retirement Confidence
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In this episode of Watts on Wealth, Barry Watts and Jeremy Zickefoose discuss several real-life situations that show why retirement planning involves much more than pensions, Social Security, and investment accounts.
The conversation explores capital gains taxes, Qualified Opportunity Zones, donor-advised funds, charitable giving strategies, alternatives to traditional bank CDs, and the importance of planning before a major health or family crisis occurs. Barry and Jeremy also explain how taxes can affect Social Security, Medicare premiums, surviving spouses, and families with special care needs.
Listeners will learn why a retirement income plan should account for spending, taxes, healthcare, charitable goals, estate planning, and unexpected life changes. The episode emphasizes the value of addressing these questions early, before limited time or changing circumstances reduce the options available.
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080. Six Steps to Retirement Confidence
J. Barry Watts
Springfield’s WealthCare Corporation