Don’t Take the Bait on a “Tax-Free” Retirement episode artwork

EPISODE · May 12, 2025 · 17 MIN

Don’t Take the Bait on a “Tax-Free” Retirement

from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show

In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in retirement.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in retirement.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

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Don’t Take the Bait on a “Tax-Free” Retirement

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This episode was published on May 12, 2025.

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In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now,...

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