The Retirement Remix

Chip Munn
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The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting with financial advisors, Chip Munn and Jon Tait, who share bite-sized doses of timely, actionable financial planning and retirement tips alongside remixed retirement stories from real people just like you. Listen in now to be inspired, find direction, and build your own #RetirementRemix. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm *The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

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  1. EPISODE 10

    Introducing the New The Retirement Remix Show

    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.

    14 min

  2. EPISODE 11

    How should my budget and spending change during retirement?

    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.

    17 min

  3. EPISODE 12

    Who is the CFO of your relationship?

    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.

    21 min

  4. EPISODE 13

    How does the new administration impact our taxes?

    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.

    19 min

  5. EPISODE 14

    Should I do my own taxes?

    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.

    25 min

  6. EPISODE 15

    How do I build a retirement income plan?

    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.

    19 min

  7. EPISODE 16

    How do taxes impact a small business?

    In this episode, financial advisors Chip Munn and Jon Taite share their insights on how taxes impact #smallbiz including how there is no index for the small business market, which expenses are tax deductible, when to become an LLC or S-corporation, and more.

    21 min

  8. EPISODE 17

    What is Social Security?

    Financial advisors, Chip Munn and Jon Tait, discuss the history of Social Security, how it works, and how to consider it when thinking about your retirement plan.

    20 min
See All Season 2 (40)

About

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting with financial advisors, Chip Munn and Jon Tait, who share bite-sized doses of timely, actionable financial planning and retirement tips alongside remixed retirement stories from real people just like you. Listen in now to be inspired, find direction, and build your own #RetirementRemix. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm *The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

Information

  • Creator
    Chip Munn
  • Episodes
    49
  • Seasons
    2
  • Rating
    Clean
  • Copyright
    © 2021 Signature Wealth Group and The Retirement Remix.
  • Show Website
    The Retirement Remix