108: Rob Bedinghaus on the $10 Million Tax Bill Nobody Saw Coming
About this episode
Gabe McManus interviews Rob Bedinghaus about the unexpected tax implications of retirement planning.
A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doing everything right" actually costs without proactive planning. In this episode, Gabe sits down with Rob Bedinghaus, Ph.D., CFP® — founder of Bedinghaus Wealth Planning and author of Beyond the Numbers — to dig into the retirement planning conversations ...
More episodes of The Influential Advisor
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- 109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
- 107: The Investor's Coach — The IRA Tax Trap Nobody Warned You About with Ira Work
- 106: Scott Leibfried: What Climbing Wealth Taught Me About the Retirement Red Zone
- 105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
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