65 episodes

Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income---sometimes achieving the zero percent tax bracket

The Truth About Taxes and Retirement J. Barry Watts

    • Education

Welcome to The Truth About Taxes & Retirement Podcast with J. Barry Watts from SavingYouTaxes.com. In this podcast, Barry puts four decades of experience as a Tax Strategist and Retirement Designer to work in helping business owners find ways to reduce income taxes immediately and helping people approaching retirement reduce or eliminate the taxes they will pay on their retirement income---sometimes achieving the zero percent tax bracket

    The Difference Between Death Insurance vs Life Insurance (Ep. 66)

    The Difference Between Death Insurance vs Life Insurance (Ep. 66)

    Do you have insurance to secure your family’s financial future? If yes, when was the last time you reviewed your policy?







    It’s Life Insurance Awareness Month! Let’s look at how insurance plays a crucial role in your overall retirement plan.







    In this episode, J. Barry Watts delves into the intricacies of life insurance and the difference between death insurance and life insurance.







    Barry discusses:









    Temporary vs. permanent insurance (how to know what’s right for you)







    Ways life insurance can create tax-free income







    How to use your death benefit while you're living (Accelerated Death Benefit)







    A peak into Barry’s personal life insurance policy, including monthly payments and death benefit







    And more









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    (417) 882-1726







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts 

    • 34 min
    Don’t Miss this Opportunity to Pay Less in Taxes (Ep. 65)

    Don’t Miss this Opportunity to Pay Less in Taxes (Ep. 65)

    The U.S. national debt has reached $32 trillion!







    There is only one way to pay off this massive debt — by raising taxes. In fact, tax rates will likely see a sharp rise on January 1st, 2026.







    In this episode, J. Barry Watts explains how you can tackle the rising tax problem with an effective strategy that many people overlook.







    Barry discusses:









    Eye-opening statistics that point to higher tax rates in the future







    A major tax issue with IRAs and 401(k)s







    Actionable ideas to protect yourself from the rising tax problem







    Two ways to achieve tax-free growth on your retirement savings







    And more









    Resources:









    Free Retirement Toolkit









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    (417) 882-1726







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts

    • 28 min
    Paying Less Taxes Now & In Retirement (Ep. 64)

    Paying Less Taxes Now & In Retirement (Ep. 64)

    What do you think is your number one expense in retirement? (Hint: It’s not healthcare.)







    If you said taxes, you guessed it right! Healthcare costs pale in comparison to what you pay in taxes during retirement.







    In this episode, J. Barry Watts helps you understand strategic tax planning, how it differs from tax compliance, and how the right team of experts can make it incredibly simple for you — so you can pay less taxes now and in retirement.







    Barry discusses:









    Four signs to determine if your tax professional is working for you or the IRS







    The difference between tax strategists and CPAs (expertise and approach to tax planning)







    Why you should NOT be afraid of audits







    How to know if a tax strategy is legitimate







    And more









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    (417) 882-1726







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts 

    • 33 min
    Untangling the Retirement Rat’s Nest (Ep. 63)

    Untangling the Retirement Rat’s Nest (Ep. 63)

    Have you ever seen a rat’s nest? It is tangled, messy, and unorganized.







    Your retirement can end up looking just like a rat’s nest if you don’t plan properly! Your Social Security, pension, taxes, Medicare…everything entangled into a chaotic mess.







    In this episode, J. Barry Watts shares a six-step process to untangle the retirement rat’s nest, so you can retire with clarity and confidence.







    Barry discusses:









    Why financial planning is a lot more than just “managing money”







    How to build a tax-efficient income that lasts until you’re 100 years old







    Planning for healthcare and long-term care







    How to leave behind a lasting legacy that extends beyond material possessions







    And more









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    (417) 882-1726







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts

    • 44 min
    Demystifying Medicare (Ep. 62)

    Demystifying Medicare (Ep. 62)

    Are you struggling to navigate Medicare?







    You’re not alone. The complex web of rules, acronyms, and jargon involved in this enigmatic government program leaves many scratching their heads!







    In this episode, J. Barry Watts demystifies Medicare and helps you make informed decisions for choosing the right plan and meeting your healthcare needs cost-effectively.







    Barry discusses:









    The different types of Medicare plans (Parts A, B, C and D)







    How to pay for expenses that are NOT covered by Medicare







    Medicare Supplement vs. Medicare Advantage plans (how to know what’s right for you)







    When and how you can enroll for Medicare







    And more









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    (417) 882-1726







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts

    • 29 min
    The Three Don’ts: Don’t Run Out of Money (Ep. 61)

    The Three Don’ts: Don’t Run Out of Money (Ep. 61)

    You can’t afford to run out of money in retirement!







    When you've quit your job and stopped receiving a paycheck, you must protect your nest egg for the rest of your life.







    In this part three of a three-part series called The Three Don’ts of Retirement, J. Barry Watts shares how to build a retirement income plan and avoid running out of money.







    Barry discusses:









    How to build an income plan around your Sit-On-The-Porch number







    How people might accidentally run out of money in retirement







    Three key factors that drive your retirement income (regardless of what the stock market does)







    And more









    Resources:









    The Three Don’ts: Burden Your Family (Ep. 59)







    The Three Don’ts: Overpay Your Taxes (Ep. 60)









    Connect With Barry Watts:









    Schedule an Introductory Call







    PriorityCare@WealthCareCorp.com 







    800-278-1755







    WealthCareCORP.com







    LinkedIn: J Barry Watts







    LinkedIn: WealthCareCorporation







    Twitter:@jbarrywatts

    • 11 min

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