I interviewed Bryan McCloskey from Revisionist Wealth and we chatted about some of the key challenges Americans are facing with retirement. We spoke about how the game changes in retirement and how taxes can have a big impact.
Highlights
Who today's guest is
How did Bryan get to specialize in the space of retirement
What contributed to the statistics of 50% of people ages 55 to 65 having no savings for retirement
The transition of focusing on accumulating wealth and creating income for retirement
How you can build wealth that can help you in retirement without paying a large tax
How you can use your income freely and pass it on to the next generation
How Bryan helps his clients with their personal finances before their retirement
Why investments are not the solution to everything in retirement
What are the basic things to think about as you're building your wealth in preparation for retirement