Justin Waring
Head of UBS Wealth Way Strategy & Solutions and retirement/wealth planning expert who discusses strategic tax and retirement planning considerations for clients.
Best podcasts with Justin Waring
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Nov 5, 2025 • 20min
Top of the Morning: Year-end planning priorities - Retirement and tax strategies
Justin Waring, Head of UBS Wealth Way Strategy and Solutions, dives into year-end planning strategies for retirement and tax savings. He discusses key changes coming in 2025, including the One Big Beautiful Bill Act. Justin introduces concepts like tax diversification and the Savings Waterfall, and shares tips on loss harvesting and charitable distributions. He emphasizes the importance of charitable bunching before 2026 rule changes and highlights practical steps to avoid pitfalls in financial planning. This conversation is packed with actionable insights for every stage of retirement!
Jan 21, 2026 • 14min
Top of the Morning: 2026 Roth catch-up explained
Join retirement experts Justin Waring and Ainsley Carbone as they unveil key changes in retirement savings set for 2026 under the SECURE 2.0 Act. Justin explains how high earners will need to make Roth catch-up contributions, ensuring taxes are paid upfront. Ainsley contrasts the benefits of Roth versus pre-tax options, emphasizing the importance of tax diversification. They also discuss strategic planning techniques, including timing distributions and making intentional catch-up choices, to navigate this new landscape effectively.
