All Episodes

February 23, 2021 50 min

If you want to win the game of retirement, you have to know the rules — so, today, we’re talking to America’s IRA Expert, Ed Slott. He is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author who is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and even entertaining advice.

Discussion Topics

  • Jeff Bezos retires
  • Is it easier to walk away from something when you’re wealthy?
  • Why Carl is pretty much exactly like this Bezos guy
  • Getting life advice from TikTok
  • “Viral or vicious? Financial advice blows up on TikTok”
  • It’s not bad to learn about new ideas on social media, but that shouldn’t be the end of your research
  • The history of IRAs
  • Don’t let taxes take you by surprise and ruin your retirement savings late in the game
  • Ed Slott’s Elite IRA Advisor Group
  • The average advisor can help anyone make more money, but that’s worthless if you can’t keep it
  • The Law of Awareness
  • How you can be proactive about saving and making money in 2021
  • Moving money from accounts that offer “forever tax” to “never tax”
  • Creating your plan vs. accepting the government’s plant
  • How some of you might be able to take advantage of donating to charity via money in your IRA
  • How can you get your spouse involved in the savings conversation?

  • Resources:

  • irahelp.com


  • Social:
  • Ed Slott - LinkedIn
  • Beau Henderson - Facebook
  • Beau Henderson - LinkedIn
  • Beau Henderson - Twitter


  • About Beau Henderson:

    Beau Henderson is a retirement consultant, money and business coach, best-selling author, radio host, and Founder of RichLife Advisors. He has helped over 3,000 clients to not just improve their relationship with money, but to live their unique definition of a fulfilled life with purpose. RichLife Advisors helps clients across the United States approaching retirement with a strategy to:

  • Save more money
  • Pay less in taxes
  • Properly address the 12 components of creating a successful retirement
  • Protect the people and things that they care about the most
  • Live their unique definition of a RichLife in retirement


  • The Retirement Resource is produced by Crate Media.

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