Monthly Archives: December 2020

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Episode 12 – The Right Faucet to Fill your Retirement Bucket



Have you ever wondered what someone in the financial industry does with their own accounts? 

In this episode, Barry Watts and Eric Burlison discuss Barry’s experience in the financial industry and Barry shares some of the things he does personally to get the most out of his own accounts while protecting his assets from the downside.

In this episode we discuss:

  • How money managers get paid 
  • Why money managers attempt to mimic the S&P 500 or another index.
  • A simple tool to figure out how fast your money will grow: The Rule of 72 
  • Barry’s personal experience as an investor
  • And more!

Tune in now as Barry uncovers the rules he lives by personally in order to achieve the best performance on his own accounts. 

Resources: SavingYouTaxes.com | J. Barry Watts | Eric Burlison


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Episode 11 – Stop Leaking Money from your Retirement Accounts



Trying to fill a bucket that has holes in it is impossible and extremely frustrating.

In this episode, Barry Watts and Eric Burlison discuss how your financial bucket is constantly leaking through four main holes, and what you can do to address and fix each of them.

In this episode we will discuss:

  • What the four main holes in your financial bucket are
  • How taxes can empty your bucket
  • Fees that make it harder to fill your bucket
  • Market risk tools that can be used to stop a leak
  • Health care as a hole in your bucket
  • And more!

Tune in now to discover how you can plan to stop your bucket from leaking! 

Resources: SavingYouTaxes.com | J. Barry Watts | Eric Burlison


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Episode 10 – Climbing the Summit of Mt. Retirement



Retirement is like a mountain and it’s the coming down the mountain that is the scary part. 

In this episode, Barry Watts and Eric Burlison discuss how your retirement is like climbing and descending a mountain, and what you should be doing to plan for that journey. 

In this episode you will learn:

  • Why retirement is like a mountain — especially as you’re planning and saving 
  • The two methods of planning for retirement
  • How we can help you reduce taxes in retirement
  • And more!

Tune in now to discover how you can plan your climb and descent of Mt. Retirement for a successful trip!

Resources: SavingYouTaxes.com | J. Barry Watts | Eric Burlison