The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing clarity and insight into economic predictions and government policies.

Ready to connect with George and Zach to begin building your retirement plan? Visit NorthStar to get started today!

The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing clarity and insight into economic predictions and government policies.
Ready to connect with George and Zach to begin building your retirement plan? Visit <a href="https://northstar65.com/">NorthStar</a> to get started today!

Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.

Stop Worrying You're Retired

The Impact of Government Spending on Taxes

George Fossing and Travis Smith discuss tax planning for the future and the importance of mitigating tax liabilities. They highlight the potential impact of required minimum distributions (RMDs) on retirement accounts and the misconception that retirees will always be in a lower tax bracket. They emphasize the need for tax efficiency strategies, such as Roth conversions and charitable donations, to minimize tax burdens. The conversation also touches on the value of tax planning for business owners and individuals preparing to exit their businesses. 

Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!

George Fossing and Travis Smith discuss tax planning for the future and the importance of mitigating tax liabilities. They highlight the potential impact of required minimum distributions (RMDs) on retirement accounts and the misconception that retirees will always be in a lower tax bracket. They emphasize the need for tax efficiency strategies, such as Roth conversions and charitable donations, to minimize tax burdens. The conversation also touches on the value of tax planning for business owners and individuals preparing to exit their businesses. 
Ready to connect with George and begin building your retirement plan? Visit <a href="https://northstar65.com/">NorthStar</a> to get started today!

The Impact of Required Minimum Distributions on Tax Brackets

Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns. Preservation of lifestyle is key in retirement, and it is important to have a clear understanding of one's financial situation and goals.

Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!

Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns. Preservation of lifestyle is key in retirement, and it is important to have a clear understanding of one's financial situation and goals.
Ready to connect with George and begin building your retirement plan? Visit <a href="https://northstar65.com/">NorthStar</a> to get started today!

Best Of: Preserving Lifestyle in Retirement

When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a career may be easier than you think. They also talk about comedian Ron White and his tax plan that may have caused him to go back to work. 

Ready to connect with George and Zach to begin building your retirement plan? Visit NorthStar to get started today!

When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a career may be easier than you think. They also talk about comedian Ron White and his tax plan that may have caused him to go back to work. 
Ready to connect with George and Zach to begin building your retirement plan? Visit <a href="https://northstar65.com/">NorthStar</a> to get started today!

The Impact of Government Spending on Taxes

In 1 playlist(s)

Stop Worrying You're Retired

Social links

Follow podcast

Recent clips