We’re back with another mailbag edition of the show! This week, we tackle two thoughtful financial planning questions from listeners.
First up: a retiree who received a federal tax refund wonders if it’s a smart strategy or a sign to adjust withholdings. David explains the pros and cons of overpaying taxes in retirement, why minimizing refunds often makes more sense, and how to create a smoother retirement income stream. Then, a parent asks how to help their 18-year-old daughter start off on the right financial foot.
Here’s some of what we discuss in this episode:
🔍 Tax strategies for withholding in retirement
🧾 A case for keeping refunds small
📅 Creating a steady income
🎓 Helping young adults start strong
🚫 The risks of credit card debt
Previous mailbag episode:
https://coveryourassetskcpodcast.podbean.com/e/mailbag-should-you-fund-your-business-with-ira-money/
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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