Question:  Do you think you pay too much in taxes … or too little?  That’s a trick question because we all pay too much!  But IRA expert Ed Slott tells The Motley Fool that’s our own fault! Bottom line, "the more you plan, the more you keep.” Steve explains how he helps clients minimize taxes in retirement and how a tax free retirement IS POSSIBLE!

Then, the so-called “five-second rule” is apparently alive and well.  A new survey (by OnePoll) shows more than 40% of Americans will eat things off the floor if they can pick it up immediately.  And they do it an average of four times a month.  In the world of retirement, we have something called the 4% rule (by withdrawing 4% of your financial assets each year, you could adequately fund your retirement.)  Are you a believer in this approach?  If not, what do you base withdrawal rates on, especially when the number one concern of retirees is running out of money? 

Call Steve today for a customized Portfolio Review! 

Question:  Do you think you pay too much in taxes … or too little?  That’s a trick question because we all pay too much!  But IRA expert Ed Slott tells The Motley Fool that’s our own fault! Bottom line, "the more you plan, the more you keep.” Steve explains how he helps clients minimize taxes in retirement and how a tax free retirement IS POSSIBLE! Then, the so-called “five-second rule” is apparently alive and well.  A new survey (by OnePoll) shows more than 40% of Americans will eat things off the floor if they can pick it up immediately.  And they do it an average of four times a month.  In the world of retirement, we have something called the 4% rule (by withdrawing 4% of your financial assets each year, you could adequately fund your retirement.)  Are you a believer in this approach?  If not, what do you base withdrawal rates on, especially when the number one concern of retirees is running out of money?  <a href="http://hoylfinancial.com/">Call Steve today for a customized Portfolio Review! </a>

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.

Learn more about Steve, Derrik and the rest of the team here.

Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!

For more helpful insights follow on social media: Facebook and X

Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve and the places they live.
Learn more about Steve, Derrik and the rest of the team <a href="https://hoylfinancialgroup.com/podcast/">here</a>.
Don't miss an episode. Subscribe or follow wherever you get your favorite podcasts!
For more helpful insights follow on social media: <a href="https://www.facebook.com/HoylFinancialLLC">Facebook </a>and <a href="https://twitter.com/HoylFinanacial">X</a>

Retire Texas Style!

For over 30 years, Steve has worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with his community — alongside more than three decades of industry experience — that allows Steve to create retirement strategies that are as unique as his clients and the place they live.

Question:  Do you think you pay too much in taxes … or too little?  That’s a trick question because we all pay too much!  But IRA expert Ed Slott tells The Motley Fool that’s our own fault! Bottom line, "the more you plan, the...

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