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Hosted by Celestial Wealth Mgmt · 🇺🇸 US · EN · 79 episodes
Established thought leaders with verified media credentials.
Retirement planning, Social Security strategy, Roth conversions, and retirement tax planning are explained clearly for retirees, pre-retirees, and business owners. Hosted by Colin Exelby, CFP®, founder of Celestial Wealth Management and creator of See the Forest Through the Trees (STFTTT), this podcast focuses on helping people make smarter retirement and financial decisions through tax-aware planning, long-term thinking, and real-world retirement strategies. Episodes cover topics including: • Social Security claiming strategies • How Social Security is taxed • Roth conversion planning • Retirement income strategies • Required Minimum Distributions (RMDs) • Medicare IRMAA premiums • Retirement withdrawal sequencing • Tax-efficient retirement planning • Retirement mistakes and planning tradeoffs • Financial planning for business owners and retirees The goal is not fear-based financial media or generic investment
Celestial Wealth Mgmt hosts See The Forest Through the Trees, a business show with 79 episodes published.
Many investors believe an S&P 500 index fund gives them all the diversification they need. After all, owning the S&P 500 means owning approximately 500 of the largest publicly traded companies in the United States. But t
Some purchases can make you look wealthy while quietly reducing your financial freedom. In this video, Colin Exelby, CFP® explains six purchases that wealthy retirees tend to approach carefully—not because they refuse to
A retirement tax strategy can look smart on its own and still create a larger tax bill somewhere else. In this video, Colin Exelby, CFP® explains three common retirement tax mistakes: failing to use the 0% long-term capi
Your Social Security estimate may not be as fixed as you think. In this video, Colin Exelby, CFP® explains five ways you may be able to increase your Social Security benefit—even if you are already in your 60s or have st
If you've ever wondered, "Am I really ready to retire?", this video is for you. Many people don't retire too late because they don't have enough money—they retire too late because they lack confidence in their retirement
The IRS has released the new 2026 tax brackets, standard deductions, and inflation adjustments that will affect retirees, seniors, and pre-retirees. But understanding your tax bracket is only part of the story. Many reti
Many retirees assume their taxes will go down once they stop working. But for many households, the biggest retirement tax problems don't begin until later in life. Many financial planners refer to part of this problem as
Many retirees do not overspend because of one major purchase. More often, retirement spending increases quietly through small recurring changes: higher insurance premiums, home repairs, family support, travel, convenienc
A lot of retirees spent decades believing that reaching $1 million would mean financial security. But today, many retirees with $1 million saved still feel financially stressed. In this video, Colin Exelby, CFP® gives hi
Many retirees move to states like Florida, Tennessee, Texas, or Nevada assuming “no state income tax” automatically makes them the best places to retire financially. But retirement taxes are only one piece of the equatio
A lot of retirees know what their Social Security check is...but very few know where that check actually ranks. In this video, Colin Exelby, CFP® explains Social Security benefit check rankings, including: what’s conside
If you’ve been following the traditional 60/40 portfolio… this may surprise you. Recently, Vanguard released guidance suggesting that many investors—especially those nearing retirement—may actually be taking on too much
Most retirees spend decades doing everything right — saving, investing, and building a large retirement portfolio. But what many don’t realize is that success inside tax-deferred accounts can create a hidden problem late
Baby Boomers are reaching retirement age… and millions of them are struggling financially. Not because they didn’t work hard. Not because they didn’t try to save. In this video, Colin Exelby, CFP® breaks down the real re
Many people think the biggest mistakes in retirement are financial. They’re not. Many people assume the biggest risks in retirement are financial — running out of money, poor investment returns, or rising taxes. But when
Many retirees believe Roth conversions are simply about whether they are “good or bad.” But the real question is, when a Roth conversion actually makes sense? For many households, there is a short period in early retirem
If you're trying to decide when to take Social Security, you’ve probably heard that claiming benefits at age 62 is a mistake. The logic seems simple: if you delay your benefit, you receive a larger monthly check for the
Many retirees eventually face the aging-in-place decision in retirement planning — whether the home they raised their family in still fits their retirement life. In this video I walk through a real retirement planning co
If one spouse has a much higher Social Security benefit, claiming age can permanently affect the surviving spouse’s retirement income. Many married couples approach Social Security claiming as a simple “62 vs 67 vs 70” d
If you already have a Roth IRA, certain common behaviors — especially early withdrawals of contributions — can permanently reduce future tax-free retirement income. In this video I explain how Roth IRA contribution withd
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See The Forest Through the Trees is hosted by Celestial Wealth Mgmt. The show is categorised under business (investing) and has published 79 episodes.
See The Forest Through the Trees has published 79 episodes.
See The Forest Through the Trees regularly covers business, investing, education. It sits in the business category, with a investing focus.
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