Simply Money Presented by Allworth Financial
About this episode
Bob and Brian discuss the modern midlife crisis affecting high earners and explore various financial strategies and pitfalls related to retirement.
On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the modern midlife crisis—and why so many high earners are making more money than ever while feeling more trapped than ever at the same time. They discuss the rise of “golden handcuffs,” lifestyle creep, delayed retirement decisions, and the emotional realization many successful professionals face when they discover they could have stepped away years earlier. Plus, they dive into costly inherited IRA mistakes families are making under the Secure Act, strategies for managing taxes on retirement accounts, whether direct indexing is worth it for affluent investors, when municipal bonds may actually hurt your returns, and how to thoughtfully transition into retirement without losing your sense of purpose. See omnystudio.com/listener for privacy information.
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Allworth Financial
More episodes of Simply Money
- Simply Money presented by Allworth Financial
- Simply Money presented by Allworth Financial
- Simply Money presented by Allworth Financial
- Simply Money presented by Allworth Financial
- Simply Money Presented by Allworth Financial
- Simply Money Presented by Allworth Financial
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