Castuner

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Episodes

98 episodes

  1. Mastering RMDs: Tax-Smart Strategies for Your Retirement 14:29
  2. Protect and Grow: Year-End Tax Actions, RMD Rules, and Portfolio Rebalancing 14:03
  3. Replacing Your Paycheck: Managing Income, Taxes, and Risk in Retirement 12:26
  4. Structuring Your Retirement Success 📐💰 11:37
  5. Protect & Grow: Maximizing Your Social Security Benefits with Tim Stearns 12:43
  6. Roth Conversion Mechanics: Mastering the Timing, Taxes, and Traps 15:49
  7. Understanding Your 401(k): Pros, Cons, and Maximizing Your Retirement Growth 💰📈 16:11
  8. The Hidden Reality of Healthcare Costs in Retirement 14:29
  9. Don't Hit Snooze on Your Retirement Wake-Up Call 13:20
  10. Counting the Costs of Retirement: How to Avoid Financial Surprises 22:35
  11. The Hidden Connection Between Your 401(k) and Social Security 14:50
  12. The Retirement Blueprint: Structuring Your Success 📐💰 11:37
  13. Retirement & Fixed Income Insights 💼📊 11:39
  14. Stress Test Your Portfolio 15:14
  15. The Great Wealth Transfer 12:18
  16. Mid Year Financial Tips 10:35
  17. Financial Freedom & Independence 11:46
  18. The Great Wealth Transfer 27:01
  19. Annuity Misconceptions & Mistakes 13:38
  20. Roth Strategies 14:24
  21. Annuity Education 12:09
  22. What Happens If Markets Crash? 17:46
  23. Taxes In Retirement 14:26
  24. De-Risking Your Portfolio 14:37
  25. Retirement What If's 15:44
  26. Medicare & Social Security Planning 20:54
  27. Continuing To Navigate Volatile Markets 12:55
  28. Tax Planning Season 13:47
  29. Planning For Market Volatility 11:29
  30. Current Events 15:50
  31. Taxes In Retirement 14:26
  32. Post Tax Season Planning 14:45
  33. Taxes In Retirement 11:22
  34. Anatomy Of Retirement 16:47
  35. Avoiding Preventable Mistakes 16:29
  36. Retirement Income Planning 27:01
  37. Life Insurance 19:31
  38. 2026 Reminders & Updates 13:29
  39. Smart Resolutions 19:33
  40. Foundation First 27:01
  41. Steps For Success In The Year Ahead 12:56
  42. The Pillars To Your Retirement Blueprint 18:33
  43. Preparing For Launch 13:09
  44. The Value Of An Advisor 27:01
  45. Constructing Your Retirement Plan 13:31
  46. Giving Financial GIfts 12:50
  47. Tax Strategies 12:54
  48. End Of Year Planning 9:53
  49. Avoiding A Trick Or Treat Retirement 8:19
  50. 10 Steps To Prepare For Retirement 27:01