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Looking Back - Taxes - Retirement Planning – Annuities
Episode 19026th December 2022 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:22:16

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We’ve come to the end of the year! It was a fun-filled year with quite an unpredictable market, but we made it.

In this episode of the Secure Your Retirement podcast, we will cover three main topics we’ve covered throughout the year. We discuss the episodes focusing on tax planning, retirement planning, and annuities. Listen in to learn why you should ensure your financial advisor and CPA are connected and working together as a team.

In this episode, find out:

  • The best resources for taxes – episode 185 with Steve Jarvis to get you thinking about taxes.
  • Episode 163 – Steve Jarvis on his advice on Roth conversions.
  • Episodes 184 & 158 – Connecting financial and tax planning and not thinking about them separately.
  • Episode 161 – Required Minimum Distributions (RMDs) and Qualified Charity Distributions (QCDs) strategies.
  • Episode 182 –Three questions to ask yourself about your retirement planning.
  • Episode 180 – How to navigate the federal reserves and inflation.
  • Episode 177 – Explaining the idea around Medicare part B & D surcharges that we can have (IRMAA).  
  • Episode 157 – Detailing the retirement bucket strategy and how we help our clients.
  • Episode 146 – How to have a risk-adjusted portfolio and how we do it.
  • Episode 153 – Bonds versus bond alternatives concept and the conversation around it.
  • Episode 187 – Fixed annuities- best rates in over a decade.

Tweetable Quotes:

  • “No matter what your situation is and what you might be doing, make sure your financial advisor and CPA/tax preparer are working together.”- Radon Stancil
  • “Fixed index annuities have the ability to provide the guarantees that the market cannot.”- Murs Tariq


If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit