Tag Archives: Tax Planning

24. How to Protect Your Investments and Retirement from Risk

July 28, 2021Finance, Financial, Retirement, Taxes, UncategorizedAnnuities, Financial Advisor, Investment Risk, Retirement Planning, Saving You Taxes, Supply Demand Indicator, Tax Planning, Truth About Taxes and Retirementtruthabouttaxesandretirement

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results.

However, there are tools and strategies that exist that can help you protect your investments and your retirement from risk.

In this episode, J Barry Watts speaks about tools that you are able to take advantage of so you can better protect your investments and your retirement from risk. Barry shares how these tools work and how he uses them personally.

Barry discusses:

Diversification and how depending solely on it might not be the best protection against risk
Equity linked certificate of deposits
Using annuities to protect your principal
The Supply Demand Indicator and how it works
And more

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23. How Risk Impacts Your Retirement

July 14, 2021Finance, Financial, Retirement, Taxes, UncategorizedFinancial Advisor, Portfolio Management, Retirement Planning, Risk, Risk Tolerance, Saving You Taxes, Tax Planning, Truth About Taxes and Retirementtruthabouttaxesandretirement

Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio.

In this episode, J Barry Watts and Eric Burlison discuss risk and volatility as it pertains to your portfolio, and how you can understand what your own personal risk tolerance is. Barry and Eric use examples of how the market has behaved in the past to help you understand what happens if you are taking on too much risk.

Barry & Eric discuss:

Investment risk and how it impacts your portfolio and retirement
The arithmetic of loss and understanding what it takes to even out after a loss
How to quantify the amount of risk you are willing to hold
Why understanding your risk number matters to protecting yourself
And more!

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Episode 22 – Your Biggest Retirement Question

June 16, 2021Finance, Financial, Retirement, Taxes, UncategorizedBarry Watts, Finance, Finances, Financial, Financial Advisor, J Barry Watts, Retirement, Retirement Design, Retirement Planning, Saving You Taxes, SavingYouTaxes, SavingYouTaxes.com, Tax Planning, Taxes, Truth, Truth About Taxes and Retirement, Wealthtruthabouttaxesandretirement

When it comes to retirement, there are a lot of questions that you should be asking yourself to prepare. However, there is one very important question that people don’t always take the time to think about.

In this episode, Barry Watts speaks about what questions you should be asking yourself as you plan for your retirement so you can be sure that you are retiring comfortably. Barry takes you through some of the factors that are going to impact your retirement so you can design a plan that addresses them all.

You will learn:

How to use your current income to understand what you need in retirement
The importance of taking into consideration with your annual expenses when designing a retirement plan
Automatic income as a factor when designing your ideal retirement
And more!

Tune in now to ask yourself the biggest question in retirement, and begin planning your dream retirement with it in mind!

Resources: SavingYouTaxes.com | J. Barry Watts | Episode 14 – How to Have More Tax Free Income in Retirement

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Episode 21 – New Ways to Pay for Long-Term Health Care

May 19, 2021Finance, Financial, Retirement, Taxes, UncategorizedFinancial Advisor, Healthcare Planning, Long-Term Healthcare, Retirement Planning, Saving You Taxes, Tax Planning, Truth About Taxes and Retirementtruthabouttaxesandretirement

When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify.

In this episode, Barry Watts discusses new ways to pay for long-term care, and the importance of planning for long-term care before it is too late! Barry shares the options available to you and gives some examples to help you better understand what those options really mean!

You will learn:

How you can qualify for long-term care
How Medicaid plays into the long-term care conversation
Ways in which you can start planning for long-term care now to help you when you need it
Why people tend to shy away from long-term care insurance
And more!

Tune in now to learn why long-term care is ultimately going to be inevitable and what you should be doing now to help you later!

Resources: SavingYouTaxes.com | J. Barry Watts |

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