Listen "Why RMDs Matter More Than Market Crashes"
Episode Synopsis
Some retirees spend 50 years working and saving… only to discover that the real threat to their retirement isn’t the stock market — it’s the tax bill hiding in plain sight. That’s exactly what happened to “Don Barrett,” a newly retired engineer in the Catskills who spent more than five decades manufacturing military-grade fans, the kind that cost more than most high-end laptops. Don’s work ethic was unmatched. He was careful, disciplined, and the kind of man who NEVER took a financial shortcut. [Privacy Notice: To protect the privacy of the individuals we speak with, names and certain identifying details have been changed, and while the stories are based on real conversations, personal information has been altered to maintain confidentiality.]
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