Gearing up for the end of 2020 we discuss year-end tax strategies. Managing the tax side of your financial life can help you save additional funds for retirement. Tax-loss harvesting, Roth conversion, and charitable giving are tax strategies we analyze in this episode of the Retirement Lifestyle Show!

A power of attorney is an important cornerstone of incapacity planning. This legal document can enable someone to provide healthcare or financial decisions on your behalf and much more. A well organized estate plan that is up-to-date can elevate the emotional stress that unexpected emergencies bring. We discuss this and more with our guest Alfred Lee.

There are a number of factors to consider before making your Medicare open enrollment decision. People have the option to choose from a wide variety of Medicare health plans. Deciding what plan works the best for you and your budget is crucial. We discuss the different types of Medicare plans and there cost structures to help see what your options are. Medicare Open enrollment provides Medicare users a choice to reevaluate their coverage.

The decision to retire early contains a mix of self-discovery and opportunity. We discuss the 6 biggest lies about early retirement in order to shine a new light on common misconceptions. In the science of happiness we discuss how one act of kindness can create a ripple effect.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about the upcoming election and the implications for the markets and economy. They discuss the possible and likely effects of the election process itself and the tax implications that may accompany a new administration. Today’s episode is the last in a series of election-focused shows.

We evaluate a person’s hypothetical financial situation and discuss the importance of asset allocation/tax diversification. We take a look at three important tax categories that play significant role in this persons financial plan. We also discuss different investing methodologies and Roth conversion that help create a pool of tax free wealth.

We evaluate a person’s hypothetical financial situation and discuss how they can pass the maximum amount of their wealth to charity. In this case the question is not sufficiency its about efficiency since the person has built up a large amount of assets. There are a number of considerations and approaches we analyze in order to help this person achieve their end goal.

Jim Stanard has transitioned from a successful career in the business world to a creative musical artist. Jim Stanard’s second album Color Outside The Lines once again showcases the Florida/Colorado-based troubadour’s distinctive song craft, vivid storytelling and unmistakably authentic voice – the same qualities that made listeners and critics take notice of his acclaimed 2018 debut Bucket List. We discuss life transitions, financial independence, music and much more with Jim Stanard

Jim Stanard will release his sophomore album, Color Outside The Lines, on October 16th.

During a divorce, you and your spouse are faced with a lot of tough decisions. On top of that divorce can be extremely costly both emotionally & relationally. Divorce mediation provides an alternative to litigation that can fit your financial needs. We discuss the financial aspects of divorce mediation with Robin Graine.