The Retirement Remix Chip Munn

It wouldn’t be “The Retirement Remix” if we didn’t remix it for the new season. Chip Munn returns for season two and is joined by his new cohost financial advisor Jon Tait to answer frequently asked questions they receive from their clients. We talked about estate planning, taxes, money, relationships, social security, effects of aging, lifestyle, and finance.

Your biggest mistake could be not having a budget and a plan yet for retirement. And you’ll want to account for lifestyle changes. Chip Munn and Jon Tait provide their tips on retirement planning, budgeting, spending plans, working past retirement, social security, pensions, the stock market, income sources, annuities, and more.

Every relationship has a person who takes on the responsibility of the finances. This week, Chip Munn and Jon Tait discuss relationships, retirement, communication, emotional impact, medical emergencies, widowed spouses, investments, taxes, and finances.

Nobody likes to pay taxes ever; it’s just a part of who we are. This week, Chip Munn and Jon Tait discuss taxes, money, charitable giving, the tax bill, tax brackets, tax code changes, roth ira, traditional ira, stimulus checks, tax increases, tax strategies, and more.

Or do you have enough “complexities” to need a professional? And what is tax planning? In this episode, financial advisors Chip Munn and Jon Tait provide their insights on DIY taxes, tax services, freelancers/independent contractors, tax preparation, buying or selling a home or rental property, life events, the tax code, business tips, and more.

Some things are too important to do yourself and certain pre-tax and post-tax choices impact your retirement plan. Financial advisors, Chip Munn and Jon Tait provide their tips on where to start, tracking income and expenses, W2s, Roth IRA, 401Ks, employer plans, and other long-term planning strategies.