Taxes Saved Podcast

This podcast pulls back the curtain on the Generation-Skipping Transfer Tax (GSTT), one of the most overlooked threats to family wealth. Listeners will learn how this little-known federal tax was created to prevent...

This podcast takes a close look at one of the most talked-about retirement planning strategies today, Roth IRA conversions. While Roth accounts offer attractive benefits such as tax-free growth, no required minimum...

This podcast explores one of the costliest mistakes families make, stopping financial conversations when children become adults. While parents spend years teaching life skills and values, many avoid discussing money...

This episode uncovers two costly Social Security surprises that catch hundreds of thousands of retirees off guard each year. The podcast explains how the Social Security Retirement Earnings Test can reduce or even...

This podcast explores a retirement tax trap that catches many successful savers by surprise, Required Minimum Distributions (RMDs). The discussion breaks down how IRS-mandated withdrawals can grow dramatically over...

This podcast explores the hidden cost of procrastination when it comes to retirement tax planning. The segment examines how delaying action on tax-deferred retirement accounts can lead to significant future tax...

This podcast explores the often-overlooked cost of waiting when it comes to retirement tax planning. Using the theme of Labor Day, the discussion focuses on hardworking savers who have diligently built their retirement...

This podcast explores strategies for accessing retirement savings before age 59½ and challenges some of the conventional assumptions about tax-deferred retirement planning. Using real-life examples, the podcast...

This podcast focuses on listener concerns that taxes could rise during retirement. It highlights why many retirees and pre-retirees may face higher tax bills than they expect. The podcast discusses factors such as...

This segment explores Required Minimum Distributions (RMDs), one of the most overlooked retirement planning risks. It explains how retirees with traditional IRAs, 401(k)s and other pre-tax retirement accounts must begin...

This episode explores several tax law changes and deductions that could affect Americans in 2026. This includes provisions related to tips, overtime pay, car loan interest and enhanced deductions for older taxpayers...

One of the most overlooked threats to retirement success is the hidden tax burden that can quietly erode decades of disciplined saving. Retirement is not simply about accumulating wealth, but about maximizing how much...

This episode explores the “$2 Million Tax Trap,” a little-discussed challenge facing retirees and pre-retirees with significant retirement savings. Drawing on insights from a MoneyWise article, the conversation examines...

Are you unknowingly giving the IRS an interest-free loan? This podcast explores how many high-income earners, business owners and diligent retirement savers may be missing significant tax-saving opportunities by relying...

This podcast uncovers the nine tax surprises that can catch retirees off guard and potentially derail even the best-laid retirement plans. For decades, many Americans have followed the traditional advice to save...