Joining us is CPA Bart Patterson to talk about Roth conversions, the future of taxes in the US, and IRA tax penalties that the Tax Boulder can take from your retirement accounts if you aren’t paying attention. The market takes on Uphill vs. Downhill retirement planning strategies – what’s the difference? Blasting how the financial industry’s elite continues to try and scare retirees into buying more over-priced mutual funds. Advice from Shaquille O’Neal. And when you should think about pro-active retirement tax planning every year.

How Active an Investor Should You Be in Retirement | Do You Have a Plan When Social Security Cuts Back? | This Woman Fell Right into Uncle Sam’s Tax Trap | Is Inflation A Retirement Killer?
48:40

A Listener Who Discovered What Is Truly Important in Retirement | Are You Focused Too Much on What Is Moving Your Money Forward Instead of What’s Pulling It Back? | Where You Have Your Money Placed Determines How You Spend It | Legal Documents: The Importance of Getting It in Writing
46:28

Think You Can DIY Your Retirement Taxes? Here's What It Might Cost You | The $3 Trillion Problem Wall Street Doesn't Want to Talk About | The Retirement Account You're Probably Underusing
50:34