Episodes

Monday May 12, 2025
Don’t Take the Bait on a “Tax-Free” Retirement
Monday May 12, 2025
Monday May 12, 2025
In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in retirement.
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