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The Retirement Tax Podcast

Dec 15, 2023

Going back to the most popular episode of the year of The Least Boring Tax Podcast as Steven and Ben discussed all things Medicare and everyone's least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo took a few minutes to dive into how IRMAA really works and the important things to...


Dec 1, 2023

In this episode Ben and Steven have a less technical discussion and instead focus on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to really consider changes we may need to make. Ben and Steven also talk about a...