If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count! Timestamps: 1:02 Game ...
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If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count! Timestamps: 1:02 Game ...
Trump Won't Save Social Security Taxation | Ep: 44
Functional Retirement Podcast
21 minutes
8 months ago
Trump Won't Save Social Security Taxation | Ep: 44
We're discussing a crucial topic: the taxation of Social Security benefits. Many retirees are unaware that up to 85% of their Social Security income could be taxable, depending on their overall income. Recently, there have been discussions about eliminating this tax, which could save retirees thousands annually. However, whether this change occurs or not, understanding how Social Security benefits are taxed is essential for effective retirement planning. Timestamps: 0:34 -Taxation of Social...
Functional Retirement Podcast
If you’re just one year out from retirement, the planning phase should be behind you. This episode is all about shifting from prep mode to game day execution. Your income, healthcare, and lifestyle decisions should already be mapped out—now it’s time to focus on making it all happen. We’ll walk you through what the final stretch looks like, what not to stress about, and why midnight spreadsheet sessions are no longer the vibe. Let’s make this last lap count! Timestamps: 1:02 Game ...