Marker 01

 

Why do retirees with “unchanging income” keep ending up with surprising tax bills? In this episode Tony Jackson breaks down why taxes often rise in retirement and how fragmented planning leaves people overexposed. The conversation explores Social Security taxation, the limits of account‑by‑account thinking, and why a clear asset map can reveal hidden risks, from taxes and market swings to healthcare and longevity. He also connects retirement planning to estate planning, explaining how gaps and missing documents can create costly complications later. It’s a wide angle look at how taxes, income, and legacy all intersect in retirement.

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

 

Please visit the website TheRealMoneyCoach.com to register for upcoming events

&nbsp;
Why do retirees with &ldquo;unchanging income&rdquo; keep ending up with surprising tax bills? In this episode&nbsp;Tony Jackson breaks down why taxes often rise in retirement and how fragmented planning leaves people overexposed. The conversation explores Social Security taxation, the limits of account‑by‑account thinking, and why a clear asset map can reveal hidden risks, from taxes and market swings to healthcare and longevity. He also connects retirement planning to estate planning, explaining how gaps and missing documents can create costly complications later. It&rsquo;s a wide angle look at how taxes, income, and legacy all intersect in retirement.
For more information follow us on&nbsp;<a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666
&nbsp;
Please visit the website <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com </a>to register for upcoming events

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony&rsquo;s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony&rsquo;s message is clear: real money starts with real understanding.