Ep 213: Protect Against Tax Fraud
Retire With Peace
This episode highlights the importance of vigilance against tax fraud in your retirement planning. Host Dave Zaegel shares practical steps to verify the accuracy of your tax filings and protect yourself from potential fraud.
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Ep 212: Scenario Planning
Retire With Peace
This episode explores how scenario planning can help you retire with peace by preparing for multiple possible futures. Dave Zaegel shares practical insights on how to incorporate flexibility and foresight into your retirement strategy.
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Ep 211: Moving Annuities in an IRA
Retire With Peace
In this episode, Dave Zaegel discusses the considerations and strategies for moving or surrendering annuities, including the impact of surrender charges, tax implications, and when it makes sense to keep or transfer an annuity.
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Ep 210: Depreciation Recapture
Retire With Peace
This episode explains the concept of depreciation recapture in real estate, covering how depreciation benefits investors and the tax implications when selling property. Understanding these rules is crucial for effective tax planning and investment decisions.
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Ep 209: This Is the Way
Retire With Peace
In this episode, Dave Zaegel discusses the importance of tailoring retirement planning to individual situations, emphasizing that there is no one-size-fits-all approach. He shares real-life examples and debunks common myths about investment strategies, highlighting the value of sticking to what works for you.
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Ep 208: Confidence & Humility
Retire With Peace
In this episode, Dave Zaegel discusses the importance of balancing confidence and humility in retirement planning, emphasizing risk management, diversification, and setting up a resilient financial structure.
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Ep 207: AI You Can Use in Retirement
Retire With Peace
Discover practical, easy ways to leverage AI tools for organizing personal information, summarizing important details, and enhancing communication with professionals—while safeguarding your data. Whether you're a retiree or just want to streamline everyday tasks, this episode offers actionable insights on making AI work for you.
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Ep 206: Social Security Scare
Retire With Peace
In this episode, Dave Zaegel discusses the future of Social Security, addressing common concerns about its solvency, and explores strategies for retirement planning amidst potential changes.
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Ep 205: Perhaps Start Earlier
Retire With Peace
In this episode, Dave Zaegel discusses the importance of early retirement planning, focusing on tax strategies like Roth IRA conversions and capital gains management. Starting planning even a decade in advance can significantly ease the transition into retirement and optimize financial outcomes.
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Ep 204: Position Size Matters
Retire With Peace
This episode emphasizes the importance of proper investment structuring and diversification in retirement planning. Host Dave Zaegel discusses how to manage risk, position sizing, and the significance of diversification, especially as one approaches or is in retirement.
info_outlineIn this episode, Dave Zaegel discusses the considerations and strategies for moving or surrendering annuities, including the impact of surrender charges, tax implications, and when it makes sense to keep or transfer an annuity.