
Sean Mullaney
Retirement tax expert known as The FI Tax Guy, specializing in tax-efficient retirement drawdown strategies and co-author of Tax Planning to and Through Early Retirement.
Top 5 podcasts with Sean Mullaney
Ranked by the Snipd community

71 snips
Apr 14, 2025 • 52min
Mastering Tax Strategies: How to Optimize Your Path to Financial Independence | Ep 542
Sean Mulaney, known as the FI Tax Guy, shares his expertise on tax strategies essential for financial independence. He discusses tax basketing and optimal asset location for early retirees to minimize tax drag. Recent changes to 529 plans, especially regarding Roth IRA conversions under SECURE 2.0, are emphasized. Sean reassures listeners that starting financial independence at any age is achievable, encouraging practical steps and dispelling fears related to taxes and retirement planning. Perfect for anyone seeking clarity in their financial journey!

56 snips
Jul 28, 2025 • 1h
It's Big, But Is It Beautiful? Let's Talk About It... | Ep 557
In this engaging discussion, Sean Mullaney, The FI Tax Guy and co-author on tax planning for early retirement, shares insights into the recently passed One Big Beautiful Bill. He and Brad delve into how extended tax rates and a higher standard deduction can benefit early retirees. They also highlight new charitable contribution deductions for non-itemizers and introduce a $6,000 senior deduction for those 65 and older. Plus, strategies for maximizing premium tax credits starting in 2026 are explored, making this a must-listen for financial independence enthusiasts.

38 snips
Sep 22, 2025 • 1h 7min
Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565
Cody Garrett and Sean Mullaney, co-authors of Tax Planning To and Through Early Retirement, bring their expertise to the table. They explore the complexities of tax strategies for early retirement, offering step-by-step guidance on drawdown processes and effective tax rates. They dispel common fears about retirement taxes, revealing how most retirees end up paying less than expected. Additionally, they break down the ins and outs of Required Minimum Distributions (RMDs), explaining their impact and how to navigate them successfully.

30 snips
Sep 26, 2025 • 60min
The Four Fundamentals of Retirement Drawdown
Sean Mullaney, known as The FI Tax Guy, and Cody Garrett, a certified financial planner, delve into essential retirement drawdown strategies. They discuss four critical rules for tax-efficient withdrawals, emphasizing spending taxable accounts first and delaying Social Security. The duo highlights advanced tactics, like Roth conversions, to maximize tax benefits and healthcare cost management. With insights into the five phases of retirement, listeners discover how to balance income, credits, and taxes for a financially secure future.

22 snips
Sep 23, 2025 • 50min
Why Early Retirement Means Paying Less in Taxes
In this engaging discussion, tax experts Sean Mullaney and Cody Garrett share insights on how early retirement can actually minimize your tax burden. They debunk the common myth that retiring early leads to higher taxes, revealing that lower retirement income often equates to reduced tax bills. Listeners can learn practical strategies like optimizing 401(k) contributions and Roth IRA conversions. Additionally, they address real-world challenges for FIRE enthusiasts, including building emergency reserves without tax pitfalls and effective cash management for entrepreneurial ventures.