Episode 226 of our Retire With Style podcast is out now! This week on Retire With Style, Alex and I continue our series on the Retirement Planning Guidebook by focusing on one of the most overlooked drivers of retirement outcomes: taxes. In this episode, we walk through five common tax planning mistakes that can quietly reduce your retirement income over time, often in ways that are not immediately obvious.
We discuss why asset location matters and how placing the wrong investments in the wrong accounts can create unnecessary tax drag. We also cover some of the hidden tax challenges retirees face, including how Social Security benefits can become taxable, how Medicare premiums can increase with income, and how concepts like preferential income stacking can push your effective tax rate higher than expected. These interactions are easy to miss, but they can have a meaningful impact on your long-term plan. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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