Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
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Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
The 3 Conversations Every Couple Needs to Have Before Retirement
That Financial Guy
14 minutes
5 months ago
The 3 Conversations Every Couple Needs to Have Before Retirement
Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce. We’ll cover: How to align on your retirement lifestyle and monthly spendingWhat to do when one spouse wants to retire early and the other doesn’tHow to plan for “what ifs” like illness or losing a spouseAnd why dreaming together might be the most powerful financial...
That Financial Guy
Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
