Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
"When's the Best Date to Retire? Navigating IRS Changes, Financial Blueprints, and More
In this episode, Josh delves into the IRS's delay on 401k catch-up contributions and what it means for high earners. As retirement approaches, he outlines key steps, from health insurance to investment strategy shifts. The hot topic of paperless tax filing is debated, with a caller sharing firsthand concerns. Another listener poses a pressing question about the optimal time to take Social Security benefits. Then, Josh highlights the top 10 fastest-growing costs for older Americans.
Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.