logo
episode-header-image
Jun 2024
33m 21s

10 Tips to Optimize Taxes When You Retir...

Andrew Giancola
About this episode
In this episode of the Personal Finance Podcast, we are going to talk about the 10 tips to optimize taxes when you retire early. How Andrew Can Help You:  Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enrol ... Show More
Up next
Jul 29
Why Your Healthcare Costs Keep Rising with Dr. Jordan Grumet
Healthcare costs have been climbing around 7% a year. Andrew sits down with Doc G (Dr. Jordan Grumet), hospice physician and author of The Healthcare Heist, to break down exactly how a routine ER visit turns into a five-figure bill and where every one of those dollars actually go ... Show More
59m 37s
Jul 27
The System to Pay Cash For Cars (and NEVER Have a Payment Again!)
The average American spends over $900 a month on car payments for a depreciating asset. Here is how to stop and what to do with that money instead. 👉 Join Andrew’s FREE Investing for Beginner’s Masterclass: https://event.webinarjam.com/q05p7/register/0o8z9io?webinar_id=21 What Y ... Show More
1h 3m
Jul 22
How Do I Reset My Money Mindset and Get Out of Debt? Pause Investing to Save for a House? How Does a Credit Score Actually Work? (Money Q&A)
One episode packed with everything from debt payoff psychology to investing for a special needs child. 👉 Join Andrew’s FREE Investing for Beginner’s Masterclass: ⁠https://event.webinarjam.com/q05p7/register/0o8z9io?webinar_id=21⁠ What You'll Learn in This Episode Why the debt sn ... Show More
1h 7m
Recommended Episodes
May 2025
116: How to Retire Early (Seriously)
<p>In this week&#39;s episode of the Rich Habits Podcast, Robert and Austin share the step by step blueprint on how anyone can retire early.</p><p>---</p><p>The FIRE Funds (FIRS and FIRI) were two ETFs focused on growth and wealth preservation in retirement. Unfortunately, Tidal ... Show More
50m 11s
Nov 2023
How to Retire Rich! (Tax Advantaged Investing)
Learn tax-advantaged investing secrets. Discover the special advantages that come with this financial approach, which is like having a VIP pass to a club where your money works harder and grows more quickly. Don't pass up the chance to maximize your security and financial success ... Show More
7m 26s
Jun 2022
TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - Wh ... Show More
1h 9m
Jun 2023
834 - How To Retire Early While Keeping A Steady Income
<p>Early retirement is a goal for many, but unfortunately many don&#39;t understand what it really takes to retire early. Today we take a look at what you can do NOW to position yourself to have both the financial &amp; time freedom that you deserve LATER. </p> <p>If you&#39;re i ... Show More
19m 15s
Oct 2024
Optimizing Early Retirement for Couples on Different Timelines
"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes. Reminder: We are not certified financial professionals, and this is ... Show More
24m 55s
Jul 2022
How to ACTUALLY Become a Millionaire [5 Simple Steps]
You know you should be investing for retirement, but how do you make sure you're doing it the right way? In this Q&A episode, we'll break down a few simple steps to maximizing wealth that can help you grow your Army of Dollar Bills even more efficiently. Watch more exclusive con ... Show More
29m 20s
Jul 2021
How to Retire Early By Age! (What FIRE Gets Wrong)
This isn't your average FIRE (Financially Independent/Retire Early) show. If you want to know exactly what it takes to be financially independent and retire early, this is your deep dive. We do the math on how much you need to save or already have saved at your age in order to re ... Show More
1h 2m
Dec 2022
How to Find Out How Much You Need for Retirement?
Let's say you want to retire early or just want to know how much you'll need for retirement - how do you figure that out? We'll walk you through that question and more in today's Q&A episode! Check out our NEW course, Know Your Number! Watch more exclusive content only on YouT ... Show More
35m 33s
Aug 2025
The Magic Number Needed to Retire Comfortably?
💸 Learn to invest in what matters most. Check out our free investing and retirement resources. How much do you actually need to retire? In this episode, find out what the experts say is themagic number and how to plan today for the retirement of your dreams. Next Steps: • 🎥 Wat ... Show More
14m 13s
Listen to millions of songs and podcasts on Anghami