Anchor Your Retirement copertina

Anchor Your Retirement

Anchor Your Retirement

Di: Barbara Gulin
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A proposito di questo titolo

 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economia
Episodi
  • Taxes: Ready or Not?

    Taxes: Ready or Not?
    Jan 24 2026
    As the 2026 tax filing season officially kicks off, this episode provides a comprehensive checklist to help you determine if you are truly prepared to face the IRS. We break down the most significant tax code changes from the past year and highlight common pitfalls that lead to audits or missed refund opportunities. Tune in to learn how to organize your documentation now so you can file with confidence and maximize your after-tax wealth.
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    Meno di 1 minuto
  • Things You Don't Know about Roth-TSP Conversions

    Things You Don't Know about Roth-TSP Conversions
    Jan 17 2026
    This episode dives into the often-misunderstood world of Roth-TSP conversions, uncovering the critical details that federal employees and service members frequently overlook. We break down the complex tax implications of shifting traditional funds to Roth and explain how the "five-year rule" can unexpectedly impact your access to tax-free earnings. Join us to learn how to strategically time your conversions to maximize your retirement wealth while avoiding common pitfalls that could cost you thousands in unnecessary taxes.
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    Meno di 1 minuto
  • Planning for Divorce

    Planning for Divorce
    Jan 10 2026
    This episode navigates the complex and often overwhelming financial landscape of ending a marriage, emphasizing the need for a clear roadmap before the process begins. We break down the essential tactical steps, from accurately inventorying marital assets and debts to understanding the long-term tax implications of various settlement options. Finally, we discuss how to transition from emotional decision-making to a strategy-led approach that secures your post-divorce budget and ensures your future financial independence.
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    Meno di 1 minuto
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