Retirement is often painted as a serene, stress-free period of life where the worries of the working world fade away. However, psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:02 – The major lifestyle changes that come with retirement

3:34 – Embracing new challenges

6:16 – Keeping your options open

9:16 – Keeping your sense of perspective

12:08 – Finding a good financial advisor

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

Is retiring at 65 crazy? One billionaire thinks so. In this episode, Phil and Marc unpack a recent Yahoo Finance article where BlackRock CEO Larry Fink challenges the conventional notion of retiring at 65 and encourages investors to consider delaying retirement.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:46 – The current state of Social Security

5:02 – The shift to self-funded retirement plans

7:44 – Early retirement planning and saving

10:37 – Increased life expectancy in retirement planning

12:53 – Getting a personalized plan for you

Yahoo Finance Article: https://finance.yahoo.com/news/billionaire-calls-retirement-age-65-111627794.html

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get Phil’s thoughts as a CPA.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:15 – Waiting too long to strategize

4:08 – Engaging in wash sales

8:15 – Not taking advantage of tax breaks

9:45 – Forgetting deadlines

Fidelity Article:

https://www.fidelity.com/learning-center/personal-finance/tax-pitfalls?ccsource=email_monthly&mbox3rdPartyId=&mboxConvType=VPEmailClick&mboxCID=VM0224&pixelType=vpm&sfip=&sfCampaignId=16797&sfCellCode=169

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts