7 episodes

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Retirement Planning Podcast Retirement Planning Podcast

    • Investing

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

    7: Who Are We?

    7: Who Are We?

    JT Cox and Nico Dumas give a brief overview of the Retirement Planning Group and how they operate as a firm.

    • 12 min
    6: Secure Act Epsiode

    6: Secure Act Epsiode

    JT Cox and Nico Dumas discuss the impacts of the new SECURE Act relating to your Qualified Accounts. 

    • 18 min
    5: Strategies to Reduce your Taxable Income

    5: Strategies to Reduce your Taxable Income

    JT discusses year end tax strategies as well as Roth conversions

    • 56 min
    4: Year End Tax Planning

    4: Year End Tax Planning

    Dave and Nico discuss maximizing retirement account contributions, tax loss harvesting, charitable gifting accounts, and much more.

    • 56 min
    3: Time - A Crucial Factor

    3: Time - A Crucial Factor

    Dave and JT discuss the importance of time, Social Security benefits, Health Savings Accounts, and more.

    • 56 min
    2: Qualified Longevity Annuity Contracts

    2: Qualified Longevity Annuity Contracts

    Dave and Nico get into a strategy that allows you to defer a portion of your Required Minimum Distribution.

    • 56 min

Customer Reviews

FootClanDan ,

Love you guys,

Wow, first retirement planning podcast I’ve listened to and I can already tell by the emphasis on the secure act alone! This podcast is the pick of the litter, the top of the line, it’s the cream of the crop, a real best of the best, it’s state of the art, one of the best of the best, probably at the top of the heap, second to none, and all around just a world class listening experience! Keep up the excellent work making upstate New York proud!

Geux Tigers

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