Podcast Episode 209: Do Your Retirement Savings Measure Up?

Everyone wants to know where they stand as it relates to retirement savings. Will you have enough or are you falling behind? Today we’ll tell you how we arrive at that number and we’ll answer another listener question about capital gains taxes.

Revisiting The President’s Tax Plan

As we enter tax season, everyone has taxes on the brain. Joel revisits President Trump’s tax plan and examines how it’s affecting clients in its first year. We’ll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement.