Debt, Taxes, and the Holy Trinity of Retirement copertina

Debt, Taxes, and the Holy Trinity of Retirement

Debt, Taxes, and the Holy Trinity of Retirement

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What if the biggest threat to your retirement isn’t the market, but debt, taxes, and family obligations that quietly drain your resources? In this episode, Jim Fox breaks down why income—not just returns—is the key to enjoying retirement, and how managing debt, understanding taxes, and setting boundaries with adult children can make or break your financial future. Discover why a personalized plan matters more than one-size-fits-all advice, and how to make decisions that let you sleep at night—even if they aren’t “optimal” on paper.

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