Keep More, Pay Later: The Power of Deferred Sales Trusts

Selling a highly appreciated asset? Discover how the Deferred Sales Trust (DST) could help you defer capital gains taxes and preserve more of your wealth. In this episode, Dan Blair breaks down how DSTs work, their legal foundation in IRC Section 453, and why they offer a secure, professionally man…

Capital Gains: Strategies the Wealthy Actually Use

Selling your business or real estate? You might be leaving a fortune on the table. In this episode of the Horizon Wealth Retirement Podcast, Dan Blair breaks down 12 strategic ways to reduce or defer capital gains taxes. From straightforward options like paying the tax to advanced tools like deferr…

Investing 101 Part 2

On this episode of the Horizon Wealth Retirement Podcast, Dan delves into the various types of investment accounts, focusing on IRAs, 401ks, and brokerage accounts. They discuss the tax implications of each account type, the importance of employer matches, and strategies for maximizing retirement s…

Investing 101 Part 1

On this episode of the Horizon Wealth Retirement Podcast, Dan dives into the basics of investing in a way that is accessible and understandable. They cover essential topics such as stocks, bonds, mutual funds, and ETFs, explaining their roles in an investment portfolio, the risks and benefits assoc…

Having a Solid Investment Plan is Crucial

On this episode of the Horizon Wealth Retirement Podcast, Dan discusses the concept of market volatility, its emotional impact on investors, and strategies for managing investments during uncertain times. He emphasizes the importance of having a solid retirement plan, understanding emotional respon…

Navigating Retirement Income Streams

On this episode of the Horizon Wealth Retirement Podcast, Dan discusses the essential topic of creating income streams for retirement. He explores various sources of income, including Social Security, pensions, annuities, and investments, while emphasizing the importance of diversifying income sour…

How Much Do You Need to Retire?

On this episode of The Horizon Wealth Retirement Podcast, Dan discusses the essential factors to consider when planning for retirement. He explores the importance of understanding how much income is needed, the four cornerstones of retirement planning, the impact of inflation, tax efficiency, healt…

Tax Strategies for Retirement

In this episode of the Horizon Wealth Retirement Podcast, Dan discusses essential tax strategies for retirement planning, focusing on tax deferral and tax mitigation. He explores the differences between these strategies, common mistakes individuals make, effective approaches for both individuals an…

Navigating Tariffs and Market Emotions

In this episode of the Horizon Wealth Retirement Podcast, Dan discusses the emotional aspects of investing, particularly during times of market volatility influenced by tariffs and trade wars. He emphasizes the importance of understanding the economic cycles that tariffs represent and how they can …

The Roadmap to Early Retirement

In this episode of the Horizon Wealth Retirement Podcast, Dan discusses the essential steps to achieving early retirement. He explores the importance of assessing one's financial situation, defining retirement goals, creating a detailed financial plan, maximizing savings, managing expenses, plannin…