All Episodes
Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees — 34 episodes
Roth Conversions for Single Retirees Feeling the Painful 32% Bracket Jump | Episode 34
Reverse-Engineering The Six-Figure RMD Problem | Episode 33
You’ve Saved Enough, but Will Your Surviving Spouse Continue to Spend? | Episode 32
Evaluating the 22% to 24% Tax Bracket Jump for Strategic Roth Conversions for High-Net-Worth Retirees | Episode 31
Why April 16th is Opening Day of Tax Planning: Using Your 1040 as a Roadmap | Episode 30
One More Year Syndrome: Why Proactive Tax Planning is the Cure for High-Net-Worth Retirees| Episode 29
Getting To Age 59 1/2 for High-Net-Worth Retirees: Why Brokerage Accounts Typically Win and Roth IRAs Often Deferred | EP 28
Getting To Age 59 1/2 for High-Net-Worth Retirees: Utilizing SEPP (72t) and The Rule of 55 for Pre-Tax Accounts | Episode 27
Early Retirement & Health Insurance: Deciding When Your Time is Worth More Than the Premium | Episode 26
Early Retirement & Social Security: Is Your Statement Estimate Accurate? | Episode 25
Why Converting Your Traditional IRA to Roth Might Feel Like Paying Off Your Home Mortgage | Episode 24
How to Handle Your 1099-R Code 7 to Ensure Your QCD Stays 100% Tax-Free | Episode 23
How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions | Episode 22
The Tax Preparer Referral Conversation For High-Net-Worth Retirees
Tax Preparation vs. Tax Planning: Why High-Net-Worth Retirees Need Both - EP 20
Navigating Gifting To Grandchildren in 2026: Trump Accounts, 529s vs Custodial Accounts
How Better Tax Planning Can Help You Drop the Extra Weight of Tax Drag in 2026
Merry Christmas! Reflecting on the Gift of Giving
The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy
The 3.8% Net Investment Income Tax: The Inflation Trap for Retirees
Insurance Planning vs. Sales: A HNW Retiree's Guide
A HNW Retiree's Introduction to Medicare's Alphabet Soup
Social Security Optimization for HNW Retirees (2026 Update)
The HNW Cash Dilemma: How to Balance Liquidity and Growth
Align Your Legacy with the SECURE Act's 10-Year Rule
A HNW Retiree's Guide To Navigating RMDs from Large IRA Accounts
High-Net-Worth Charitable Giving: Maximize Impact, Minimize Taxes
Surviving Spouse Tax Planning: Avoid Post-Death Tax Bracket Jumps
The #1 Financial Mistake HNW Retirees Make
The Golden Window: Roth Conversions Before Social Security & RMDs
Understanding the New Standard Deduction Under OBBBA | Retirement Tax Matters Ep 04
Permanent Tax Brackets? How to Plan for Your HNW Retirement | Retirement Tax Matters Ep 03
Will My Social Security Benefit Be Taxed Moving Forward? | Retirement Tax Matters Ep 02
Welcome To Retirement Tax Matters | Retirement Tax Matters Ep 01