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Artwork for Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

Ray Godleski

You’ve done everything right - but how confident are you that retirement won’t expose a blind spot you didn’t see coming? If you’re an executive planning to retire in the next 3 years, this episode is for you. I want you walking into retirement with clarity, confidence, and no fear that you’ve missed a move you should have made. Listen to gain: • Clarity on which retirement decisions actually matt... more

PublishesTwice monthlyEpisodes29Foundeda year ago
Number of ListenersCategories
InvestingEducationBusiness

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Artwork for Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes

Latest Episodes

Did you know that if you’re divorced, you might still be entitled to Social Security benefits based on your ex-spouse’s record—even if you’re remarried after 60?

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Are your retirement accounts working as hard as you do, or could taxes quietly be holding you back?

Many executives contribute aggressively to retirement accounts but fail to allocate strategically across pre-tax, Roth, and taxable accounts. The res... more

Are you prepared for what actually happens after an unauthorized IRA withdrawal—or are you assuming your custodian will fix it?

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Ever wonder what happens if money disappears from your IRA — and the IRS still expects their cut?

Most people believe market volatility is the biggest threat to their retirement, but this episode exposes a far more unsettling reality: retirement acc... more

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    Great podcast with knowledgeable guests on the show. Highly recommend this podcast.

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