What do you do to diffuse the retirement time bomb? The government has a plan, and you won't like it. Joe was the emcee recently for maybe the biggest name in tax planning -- Ed Slott -- and his book launch event. We're replaying as our mentor segment today Joe's interview with Ed from that event because there are so many "a-ha" moments and good direction toward ensuring that your tax time bomb doesn't go off all over your retirement.
In our headline, we talk about interest rates and the financial markets. How do you avoid chasing interest rates and instead focus on the big picture? Doug and OG dive into this topic. Plus, we take a call from Nicole, who wonders about her husband's stock options. We talk options, restricted shares, and planning. How do you ensure that you don't overpay taxes on these incentives but at the same time don't end up holding on to worthless options or with an underdiversified portfolio. This type of planning can be messy, so today we help you unwind it all.
Of course, Doug shares his trivia and much, much more!
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Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
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