Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Why Your Taxes Might Increase in Retirement — and Potential Solutions
From RMDs and Roth conversions to Medicare IRMAA and year-end bonuses, Josh is breaking down how simple income decisions can trigger thousands in extra taxes, and how to avoid it. If you're 5–10 years from retirement and want to keep more of what you’ve earned... You don't want to miss this.
Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.