Phil’s Tax Hacks

Ep 90: Not Your Father’s Retirement

June 17, 2021

As we approach Father’s Day, we’re thinking about dear old Dad. Maybe he was your hero or maybe you never really knew the real him. One thing’s for sure, your retirement is certainly going to be different than his.


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What we discuss on this episode: 

0:17 - Let’s talk about Dad.

2:05 - Retirement is different these days.

7:06 - Retirement might be more expensive than expected.

9:04 - There is a lot to plan for in retirement. 

12:50 - You’ve got to fund for longevity.

16:02 - We’re living longer and are more active.

17:15 - Mailbag: Capture the gains or keep taxes low?