2023
In this issue:
- Return of the podcast
- Year-end tax planning tips
In this issue:
- We're open for business (again)
- Is life insurance necessary in retirement?
In this issue:
- Atlanta conference recap
- The truth behind common Indexed Universal Life insurance sales pitches
In this issue:
- Conference season
- How to use Indexed Universal Life insurance for retirement cash flow
In this issue:
- Prop dad'ing
- Indexed Universal Life Insurance background
In this issue:
- Family trips and commonly debated financial topics
- Spending during the three stages of retirement
In this issue:
- Get to know Michelle
- Understanding step up in basis
In this issue:
- Website pics and dance competitions
- Capital gain income exclusion on selling your house
In this issue:
- The final newsletter
- Bank and brokerage failures
In this issue:
- Tenon Financial is growing!
- After-tax "basis" in IRAs
In this issue:
- The sunshine state
- The basics of annuities
In this issue:
- Retirement Planning Education
- SECURE 2.0 Act of 2022