Greg and Kristin dive into the surprising news that you can now use Venmo and PayPal to “donate” toward the U.S. national debt. The conversation quickly shifts to a larger point: the government is always seeking new ways to generate revenue, and retirees with well-built nest eggs could become targets. From required minimum distributions to potential tax changes down the road, they explain why having a smart tax plan matters more than ever.
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Do You Really Need a Written Retirement Plan?
11:15

Will Your Money Last as Long as You Do?
07:54

What Will You Leave Behind? Building a Legacy Beyond Money
11:24