Tax Smart Retirement Podcast
By Charles Winfrey
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Category: Investing
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Episodes: 17
Description
Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey.
Tune in to each new episode of The Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence!
| Episode | Date |
|---|---|
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Think You’re Ready for Retirement? The Numbers May Say Otherwise
|
Sep 29, 2026 |
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The Retirement Grab Bars Most People Ignore
|
Sep 22, 2026 |
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Before You Spend That Windfall, Ask Yourself This One Question
|
Sep 15, 2026 |
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Are You Sacrificing Retirement to Pay for College?
|
Sep 01, 2026 |
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The Retirement Costs Most People Never See Coming
|
Aug 25, 2026 |
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Could Your Dream Retirement Move Become an Expensive Mistake?
|
Aug 18, 2026 |
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The Retirement Mistakes That Cost More Than Expected
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Aug 11, 2026 |
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The Retirement Rules That May Be Costing You More Than You Think
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Aug 04, 2026 |
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Can AI Build Your Retirement Plan, Or Is It Missing the Most Important Part?
|
Jul 28, 2026 |
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The Retirement Tax Trap Most Families Never See Coming
|
Jul 21, 2026 |
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What If Your “Affordable” Retirement Move Ends Up Costing More?
|
Jul 14, 2026 |
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Why Planning Backward Might Be the Smarter Route to Retirement
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Jun 30, 2026 |
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From Layoffs to Tax Wins: The Retirement Playbook You Need
|
Jun 23, 2026 |
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Tax Smart Retirement Podcast Trailer
|
Jun 15, 2026 |
|
From Paycheck to Paycheck… to Retirement: Are You Really Ready?
|
Jun 15, 2026 |
|
Social Security Secrets: What You Need to Know Before Retirement
|
Jun 15, 2026 |
|
Stop Overpaying the IRS: Smart Tax Moves for Retirement, Athletes & Your Legacy
|
Jun 15, 2026 |