Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change? In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor. Barry discusses: Why you should know how much money you need every year in retirement Making your money work for you  Why
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There’s a lot of talk in Washington about potential new taxes, but what impact will those changes in tax law have on you personally? In this episode, J Barry Watts unpacks the impact proposed tax law changes may have on you in before or in retirement. Barry covers some of the proposals in President Biden’s Build Back Better agenda. He explains how legislative risk can evolve over time to greatly impact your retirement. Finally, Barry explains LIRPs, little known and under-utilized strategies to reduce retirement income taxes and why you should have one if you do not already. Barry discusses:
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