On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.
If you have questions about your own retirement call Josh &amp; Jared with Seven Figure Solution
800-837-7393 or <a href="sevenfiguresolution.com">click here </a>to visit our website.
Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

Money Moves with Josh and Jared isn’t just another money talk show—it’s your front-row seat to the real-world playbook of building wealth. From Josh McEachin, a former software exec turned hands-on real estate investor who knows how to turn a foreclosed fixer-upper into a win, to Jared Garfield, a nationally recognized property strategist who’s helped thousands of investors (and even billion-dollar hedge funds) cash in on market cycles, you’ll hear proven strategies you can actually use. Broadcasting across Dallas, TX and everywhere else through the power of the internet, Josh and Jared cut through the noise to show you how to grow, protect, and multiply your money—whether you’re just getting started or ready to level up big.

Money Moves with Josh and Jared isn&rsquo;t just another money talk show&mdash;it&rsquo;s your front-row seat to the real-world playbook of building wealth. From Josh McEachin, a former software exec turned hands-on real estate investor who knows how to turn a foreclosed fixer-upper into a win, to Jared Garfield, a nationally recognized property strategist who&rsquo;s helped thousands of investors (and even billion-dollar hedge funds) cash in on market cycles, you&rsquo;ll hear proven strategies you can actually use. Broadcasting across Dallas, TX and everywhere else through the power of the internet, Josh and Jared cut through the noise to show you how to grow, protect, and multiply your money&mdash;whether you&rsquo;re just getting started or ready to level up big.

Money Moves with Josh and Jared

On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution  800-837-7393 or click here to visit our website.  Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

Essential Year-End Tax Strategies and Much More

In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may indicate readiness for early retirement, such as being debt-free and having a solid savings plan. Real-life scenarios illustrate the importance of planning and adapting to changing financial landscapes.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may indicate readiness for early retirement, such as being debt-free and having a solid savings plan. Real-life scenarios illustrate the importance of planning and adapting to changing financial landscapes.
If you have questions about your own retirement call Josh &amp; Jared with Seven Figure Solution
800-837-7393 or <a href="sevenfiguresolution.com">click here </a>to visit our website.
Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may indicate readiness for early retirement, such as being debt-free and having a solid savings plan. Real-life scenarios illustrate the importance of planning and adapting to changing financial landscapes.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution  800-837-7393 or click here to visit our website.  Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

Investment Strategies for Financial Security

In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially during the first year of retirement, and provides insights into real-life scenarios that retirees may encounter. The hosts emphasize the need for professional guidance to navigate these complexities and ensure a secure financial future.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially during the first year of retirement, and provides insights into real-life scenarios that retirees may encounter. The hosts emphasize the need for professional guidance to navigate these complexities and ensure a secure financial future.
If you have questions about your own retirement call Josh &amp; Jared with Seven Figure Solution
800-837-7393 or <a href="sevenfiguresolution.com">click here </a>to visit our website.
Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially during the first year of retirement, and provides insights into real-life scenarios that retirees may encounter. The hosts emphasize the need for professional guidance to navigate these complexities and ensure a secure financial future.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution  800-837-7393 or click here to visit our website.  Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

Retirement Pitfalls for Baby Boomers and How to Avoid them

In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's How America Saves report, focusing on average versus median savings, the significance of catch-up contributions, and the impact of automatic enrollment in retirement plans. Additionally, they address the importance of planning for healthcare costs and the benefits of leveraging health savings accounts. The episode concludes with practical scenarios that listeners can relate to, reinforcing the need for personalized financial planning.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's How America Saves report, focusing on average versus median savings, the significance of catch-up contributions, and the impact of automatic enrollment in retirement plans. Additionally, they address the importance of planning for healthcare costs and the benefits of leveraging health savings accounts. The episode concludes with practical scenarios that listeners can relate to, reinforcing the need for personalized financial planning.
If you have questions about your own retirement call Josh &amp; Jared with Seven Figure Solution
800-837-7393 or <a href="sevenfiguresolution.com">click here </a>to visit our website.
Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's How America Saves report, focusing on average versus median savings, the significance of catch-up contributions, and the impact of automatic enrollment in retirement plans. Additionally, they address the importance of planning for healthcare costs and the benefits of leveraging health savings accounts. The episode concludes with practical scenarios that listeners can relate to, reinforcing the need for personalized financial planning.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution  800-837-7393 or click here to visit our website.  Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

Essential Year-End Tax Strategies and Much More

In 1 playlist(s)

Money Moves with Josh and Jared

Social links

Follow podcast

Recent clips