With Eric Scott
and Katie Prosser
Episode 31: The Social Security Tax Torpedo
In this episode, Eric and Katie discuss how the possible taxation of Social Security benefits could be an unexpected expense in retirement.
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Episode 30: I-Bonds: An (Almost) Perfect Inflation Fighting Instrument
In this episode, Eric and Katie discuss I-bonds.
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Episode 29: Avoiding a Roller Coaster Retirement
In this episode, Eric and Katie discuss how having a plan can help manage market volatility, rising inflation and keep your emotions in check.
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Episode 28: 4 Year-End Retirement Planning Checklist Items You Can’t Afford to Miss
In this episode, Eric and Katie discuss the key action items that can help head off financial problems and take advantage of opportunities.
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Episode 27: Bad Year-End Tax Planning Advice Could Harm Your Retirement
In this episode, Eric and Katie discuss why the closer you are to retirement the more caution is warranted when following year-end tax tips.
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Episode 26: Will Your Loved Ones Be Okay After You’re Gone?
In this episode, Eric and Katie discuss how estate planning can benefit you during your life and your loved ones at your death.
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Episode 25: Balancing the Risks of Both Inflation and Market Volatility
In this episode, Eric and Katie examine the dangers of exposing savings to greater market risk in order to offset inflation.
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Episode 24: Playing with Retirement Fire
In this episode, Eric and Katie examine some of the major flaws with the FIRE (Financial Independence, Retire Early) movement.
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Episode 23: Stretch IRA Alternative Strategies for Legacy Planning
In this episode, Eric and Katie discuss strategies for tax efficient legacy planning.
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Episode 22: Inflation 101 – Part 2
In this episode, Eric and Katie discuss the impact of inflation.
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