Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD #128 - Helping Executives Create A Financial Plan to Maximize Wealth and Minimize Taxes with Justin Smith (Savant Wealth)
About: Justin helps executives and successful professionals blur the lines between full-time work and full-stop retirement in pursuit of the best of both worlds.
For generations, many of us had a clear-cut path:
- Go to school
- Start a career
- Work hard
- Retire to a life of leisure...
But the way we think about life, work, and retirement has shifted- especially in the wake of the pandemic. This is not your grandfather’s retirement.
Instead, this may be an opportunity to reprioritize and repackage how work fits into your life in pursuit of the best of both worlds.
Ideas For Episode Titles / Main Focus
- Non-traditional retirement paths
- Portfolio Careers
- Prepping for a hybrid retirement
- Reducing Taxes in your 50s and 60s
- Navigating a Career Crossroads later in life
Questions Discussed During the Podcast:
- What if somebody doesn't want to pursue the traditional retirement path?
- How can a Victory Lap help my personally, professionally, and financially?
- How can you replace your paycheck and ensure you’ll be OK over the long term?
- Where will you get health insurance if you leave the workforce before you reach Medicare eligibility?
- What are common strategies to minimize taxes over your lifetime?
- How will you coordinate decisions around employee benefits, equity compensation, and social security?
- How do you integrate your financial resources into a coordinated plan that supports the life you want?
Justin can be reached at: https://savantwealth.com/your-victory-lap/
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Due your due diligence.
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