Retirement Planning 201: Real Advice on Taxes, Social Security, Healthcare and Investing The Capital Stewards Podcast

Retirement Planning 201. We dive deep into strategies for those considering retirement in the next 5 years. This is 201 because we go much deeper into taxes, healthcare, social security and investing than the typical retirement planning article. We discuss:
0:00 Your Most Valuable Resource (Time) + Working in Retirement
5:14 How long will you live? + How much will you spend?
8:10 When to Take Social Security
11:40 IRAs vs. 401ks vs. ROTH + Reducing Taxes In Retirement
15:00 Early Retirement Healthcare + Original Medicare vs. Medicare Advantage
18:40 Investing for Retirement
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Data Sources:
Workforce Participation: Bureau of Labor and Statistics, Employee Benefit Research Institute, Greenwald Research

Retirement Spending: J.P. Morgan Chase, “Three Retirement Spending Surprises”

Life Expectancy: American Academy of Actuaries and Society of Actuaries, Actuaries Longevity Illustrator, http://www.longevityillustrator.org/, (accessed August 2022).

Social Security: Social Security Administration, Capital Stewards Analysis, Table shows figures assuming maximum benefit from social security, based on 2024 payout data and not adjusted for inflation.

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