There are certain rules we all live by. When it comes to financial planning, one of the wisest investors of all time has some rules we can INVEST by. This week, Woody takes a look at Warren Buffet’s rules of investing and how you can apply them to your plan. Plus, we’ll take a look at why 1 in 5 Baby Boomers are delaying their retirement.
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Episode 13
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August 29, 2022
We continue the Smart Retirement Plan Series by discussing the importance of tax planning. Woody explains some important rules to keep in mind when...
00:52:10
Episode 8
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July 22, 2022
Woody and Matt discuss strategies for a more fee-efficient, market-efficient and tax-efficient retirement. Consider a second opinion from a fiduciary advisor who sits on...
00:51:58
Episode 36
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March 03, 2023
On this week’s show, Woody talks about taxes and how to avoid big tax bills in retirement. Plus, if you are self-employed, you do...
00:52:33