Shows
The Guided Retirement ShowPrepare for Tax Law Changes by Having a Tax Plan with JoAnn HuberOver the last few years, you’ve probably heard all about how tax planning can benefit the ultra-wealthy. What you might not know is that even if you’re not a multimillionaire, if you’ve been accumulating any kind of wealth and are gearing up to retire in the next several years, there are many ways that the right financial and tax plans can also help you. To discuss this, I’m thrilled to bring back JoAnn Huber, CPA and Certified Financial Planner. We dig into the breakneck pace at which Congress is introducing new tax legislation, why tax...
2021-10-1228 minThe Guided Retirement ShowThe Power of Creating a Long-Term Tax Plan with JoAnn HuberNo matter what time of the year it is or what the tax code says, you’re probably paying taxes on a paycheck, Social Security, dividends, and capital gains - or some combination of the above. It can be easy to feel overwhelmed and just give up trying to hang on to your hard-earned money. JoAnn Huber does not want you to do this. She’s a CPA and CERTIFIED FINANCIAL PLANNER™, and she understands how a long-term tax plan can help you save more, no matter what’s happening in the world. Today, JoAnn returns...
2021-01-1935 minThe Guided Retirement ShowWhat Retirees Need To Know about Roth Conversions with JoAnn HuberNo one wants to work hard and spend frugally for decades only to find themselves paying more than their entire annual budget in taxes after retirement, but it happens far more often than you might think. I’ve seen it happen, and so has JoAnn Huber. JoAnn is a CPA, Certified Financial Planner, and Partner at Barber Financial Group. Last season, she joined the podcast to discuss the difference between Roth and traditional IRAs and 401(k)s, and I highly recommend going back to listen to those episodes if you haven’t already. Today, JoAnn and...
2020-02-0450 min
The Guided Retirement ShowIRAs vs. Roth IRAs: How to Make Both Work For You - Part 2Last week, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA. However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay. This is one of the most important financial decisions you will make on the road to retirement. It’s also a complicated one to answer, and there’s no clear one-size-fits-all plan that works perfectly for everyone. In today’s episode, JoAnn and I continue discussing...
2019-07-2326 min
The Guided Retirement ShowIRAs vs. Roth IRAs: How to Make Both Work For You - Part 1For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come. To make matters worse, when a typical financial advisor tells you about the differences between 401(k)s, it’s easy to feel your eyes glossing over as you get completely lost in the details. That’s why we’re kicking off the Gu...
2019-07-2339 min