Episodes

  • Taxes in Retirement-Tumultuous Times-Comfortable Retirement

    Taxes in Retirement-Tumultuous Times-Comfortable Retirement
    Jun 13 2022
    Clayton and Doug outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach Teton Wealth Group by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    42 mins
  • Inflation-Decumulation-5 Point Checkup

    Inflation-Decumulation-5 Point Checkup
    May 27 2022
    As we’re seeing high inflation, how should you factor that in your retirement plan?  Ethan and Doug explore the effects of inflation in your strategies and good moves to consider.  They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review. You can reach Teton Wealth Group by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    41 mins
  • Taxes in Retirement-Roth IRA-Risk in Retirement

    Taxes in Retirement-Roth IRA-Risk in Retirement
    May 20 2022
    Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Ethan and Doug address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk. You can reach Teton Wealth Group by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    41 mins
  • Crypto in Retirement-Never Too Late-The New Retirement

    Crypto in Retirement-Never Too Late-The New Retirement
    May 6 2022
    Does cryptocurrency belong in your retirement portfolio?  Ethan and Doug take a close look at crypto and if or how to include it in your plan.  They cover retirement planning strategies for those who started a little late and stress that retirement planning of today is different from that of our parents’ generation. You can reach the team at Teton Wealth Group by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    41 mins
  • Retirement Knowledge-Tax Perks

    Retirement Knowledge-Tax Perks
    Apr 29 2022
    Knowledge is power and Ethan and Doug examine some things that retirees and pre-retirees don’t know that they don’t know.  Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw.  They also go over some tax benefits for those 50 and older. You can reach the Teton Wealth Group team by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    41 mins
  • Retirement Income-Retirement Planning Mode-Retirement Fears

    Retirement Income-Retirement Planning Mode-Retirement Fears
    Apr 22 2022
    Ethan and Doug take a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices.  They then break down how your thinking should change in your fifties and then highlight fears faced by many retirees. You can reach Teton Wealth Group at 844-838-6100. Teton Wealth Group   See omnystudio.com/listener for privacy information.
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    42 mins
  • Retirement Readiness-Roth IRA Legacy-Simple Saving Tips

    Retirement Readiness-Roth IRA Legacy-Simple Saving Tips
    Mar 25 2022
    Do you have the right answers to important questions to help determine if you are ready for retirement?  Ethan and Doug cover three of those questions.  Roth IRAs are part of the discussion and the proper legacy strategies with a Roth plus mistakes to avoid.  Ethan and Doug display how the little things in retirement savings could make a big difference and offer some simple tips. You can reach Teton Wealth Group by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    43 mins
  • Retirement Distribution-401(k)-Retirement Red Flags

    Retirement Distribution-401(k)-Retirement Red Flags
    Mar 18 2022
    The distribution phase of retirement can be complicated.  Ethan and Doug cover some retirement distribution strategies to consider.  They cover some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options.  What are red flags you may be missing on your road to retirement?  Ethan and Doug go over a list of those and offers some solutions that could help you get back on track. You can reach the team by calling 844-838-6100. Teton Wealth Group See omnystudio.com/listener for privacy information.
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    41 mins