Is the IRS Holding Back Your Retirement Dreams?

Airdate: 09/23/2023 Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high earners, this shift could be a game-changer. What's next on the horizon? As many inch closer to retirement, Josh lays out a comprehensive blueprint, starting with the nuances of selecting the ideal health insurance and then transitioning into strategic investment shifts crucial for the pre-retirement phase. The episode heats up with a spirited debate on the pros and cons of paperless tax filing. Listen in as a concerned caller shares firsthand hesitations about the digital evolution. Then, a timely detour into the world of Social Security as another listener grapples with the perennial question: when is the optimal time to claim benefits? Rounding off, Josh spotlights the top 10 rapidly escalating expenses that older Americans should have on their radar. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!