The Best of Refining Retirement Podcast - Tax Changes
About this episode
Dana and Brad discuss recent tax code changes and strategies for designing your fiscal house.
Dana and Brad discuss recent tax code changes as well as designing your fiscal house. Takeaways: Depending on where you live in the U.S. life expectancy can vary up to 8 years. 100 minus your age is a good rule of thumb for how much you should have at risk In the market. Download our FREE helpful resource, “The Value of an Objective Opinion”
People in this episode
Host: Brad Ford
Guest: Dana
Topics covered
- tax code changes
- fiscal planning
- life expectancy
- investment strategy
Keywords
- tax changes
- fiscal house
- life expectancy
- investment risk
- objective opinion
Mentioned in this episode
Places: U.S.
More episodes of The Best of Refining Retirement
- The Best of Refining Retirement Podcast - Being Diligent and Disciplined
- The Best of Refining Retirement Podcast - Addressing Funeral Concerns
- The Best of Refining Retirement Podcast - Medicare Confusion
- The Best of Refining Retirement Podcast - Taking Control
- The Best of Refining Retirement Podcast - A Mentally Healthy Retirement
- The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
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