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Could helping your child pay for college put your own retirement at risk? 

This episode explores the difficult balance between supporting family goals and protecting long-term financial security. Charles Winfrey discusses why parents should evaluate retirement readiness before tapping savings for tuition, the hidden risks of market complacency as retirement approaches, and how a three-basket strategy can help manage income, growth, and unexpected expenses. The conversation also covers retirement lifestyle planning, inflation, healthcare costs, tax uncertainty, and the importance of ongoing reviews to help keep a retirement plan aligned with changing needs and goals.

 

Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company.

For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com.

Could helping your child pay for college put your own retirement at risk? 
This episode explores the difficult balance between supporting family goals and protecting long-term financial security. Charles Winfrey discusses why parents should evaluate retirement readiness before tapping savings for tuition, the hidden risks of market complacency as retirement approaches, and how a three-basket strategy can help manage income, growth, and unexpected expenses. The conversation also covers retirement lifestyle planning, inflation, healthcare costs, tax uncertainty, and the importance of ongoing reviews to help keep a retirement plan aligned with changing needs and goals.
&nbsp;
Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company.
For more&nbsp;information&nbsp;and to schedule a complimentary consultation with Charles Winfrey, visit <a href="http://www.Rollovercompany.com">www.Rollovercompany.com</a>.

Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey.

Tune in to each new episode of The Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence!

Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey.
Tune in to each new episode of The Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence!