Retirement should be a period of financial freedom, not fiscal anxiety.

In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you absolutely need to understand.

Learn how your income interacts with tax brackets, Roth conversions, Social Security, and Medicare charges. We'll provide actionable strategies to help you make smarter decisions, protect your hard-earned retirement income, and minimize your tax burden for a more secure financial future.

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com.

Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

Ever wonder how major economic shifts impact your retirement dreams? In this insightful episode, we break down the recent tariff rollback and uncover crucial lessons for your long-term financial strategy. We'll uncover the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course.

Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.

Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com

Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

In this episode, we explore three intelligent ways to use an inheritance or windfall to bolster your retirement plans. Key topics include assessing your assets, understanding tax implications, avoiding common mistakes, setting financial goals, and creating a recession-proof fund. We also cover long-term planning strategies, such as Roth conversions and tax-efficient investments.

Learn how to make informed decisions that ensure financial stability and growth, supported by professional advice from financial advisors, tax preparers, and estate attorneys.

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com.

Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.