Navigating the complex web of taxes can be challenging, particularly for Baby Boomers transitioning into Retirement. This process involves a shift from regular salary to diverse income sources, including pensions, Social Security, and retirement investments. Understanding the tax implications is crucial for maintaining financial stability. Our Experts in this section of the site provide a view of the tax landscape specific to baby boomers, including common tax scenarios they face today. Retirement brings about significant changes in how taxes are filed and what liabilities arise. Our experts discuss how income sources like pensions, IRAs, and Social Security impact tax obligations.
Proactive tax management is essential for baby boomers to enjoy their retirement years without financial worry. Understanding Estate planning, how to prepare for inheritance taxes, navigating healthcare deductions in retirement, understanding the taxation of Social Security benefits, and how to navigate charitable donations are just a few of the strategies our experts address to optimize our retirement savings and reduce our overall tax burden.
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send m…
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForY…
Unexpected events can disrupt even the best-looking plans.
This short focuses on why resilience matters when life takes a sudden turn.
#FinancialResilience #Preparedness #WealthStrategy
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/candymesser
Gain access to exclusive content here: https://www.youtube.com/channel/UCerh609TUTZf8rfosOYrpIQ/join
Support the show and get bonus content: https://www.buzzsprout.com/1522381/support
Access bonus …
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works t…
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been …
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Join the SuperCrowd!Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works to solve one of the world’s largest environmental challenges: waste management. From cigarette butts to juice pouches, TerraCycle tackles items that are difficult or impossible to recycle through traditional systems. The company partners with leading brands, retailers, and individuals to make recyc…
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works to solve one of the w…
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Tom: I’ve been able to get people t…
Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Tom: I’ve been able to get people to believe in my ideas and help make them a reality.Every day, TerraCycle works to solve one of the world’s largest environmental challenges: waste management. From cigarette butts to juice pouches, TerraCycle tackles items that are difficult or impossible to recycle through traditional systems. The company partners with leading brands, retailers, and individuals to make recycling these materials…
Did you know that making just $1 too much can drastically spike your Medicare costs? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) is a surcharge added to your Part B and Part D premiums based on your income from two years prior. Unlike regular progressive tax brackets, IRMAA is …
Did you know that making just $1 too much can drastically spike your Medicare costs? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) is a surcharge added to your Part B and Part D pr…
Did you know that making just $1 too much can drastically spike your Medicare costs? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) is a surcharge added to your Part B and Part D premiums based on your income from two years prior. Unlike regular progressive tax brackets, IRMAA is a "cliff tax." If you cross the threshold by even a single dollar, you owe the entire surcharge for that tier.
For a married couple filing jointly, the base threshold is $218,000 of Modified Adjusted Gross Income (MAGI), while for single filers, it is $109,000. If your income sits below t…
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/c…
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For …
Understanding incentives behind financial recommendations can completely change how you evaluate advice.
#InvestmentEducation #FinancialPlanning #WealthManagement
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/candymesser
Gain access to exclusive content here: https://www.youtube.com/channel/UCerh609TUTZf8rfosOYrpIQ/join
Support the show and get bonus content: https://www.buzzsprout.com/1522381/support
Access bonus clips and offers shared by our guests on our resources page: https://affordablebookkeepin…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped.…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan ha…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped. Adam talks to wealth dispute attorney Kelly Lise Murray break down the real cases that end in court, and what advisors can do to help clients avoid them.
Blended families. Misused trusts. An $800K tax filing error. A prenup written by the husband.
All of it, in one episode.
Episode available now…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitc…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Easter…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitch, streaming on the e360tv Network via Roku and Amazon Fire TV devices and available right here in the embedded player.This is more than a pitch showcase. It is live, interactive television for impact investors, founders, community builders and anyone who loves seeing entrepreneurs under pressure.Th…
Are you paying an extra $700+ a month in Medicare surcharges just because you used to earn a high salary? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) operates on a mandatory two-year lookback period. This means your current retirement premiums are calculated using tax data from…
Are you paying an extra $700+ a month in Medicare surcharges just because you used to earn a high salary? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) operates on a mandatory two-…
Are you paying an extra $700+ a month in Medicare surcharges just because you used to earn a high salary? 👇
Medicare's Income-Related Monthly Adjustment Amount (IRMAA) operates on a mandatory two-year lookback period. This means your current retirement premiums are calculated using tax data from when you were still working and earning a peak income.
The good news? You don't have to just sit back and pay it. If you have recently retired or experienced a significant drop in income, you can legally appeal this "shadow tax" by utilizing Form SSA-44. By documenting a qualifying "…
Think you don't need to worry about cybersecurity? That's exactly what hackers are counting on. Cybersecurity awareness expert Robert Siciliano breaks down how three simple habits put you in the top 10% of secure Americans. This episode explains how one move can save you years of financial headaches…
Think you don't need to worry about cybersecurity? That's exactly what hackers are counting on. Cybersecurity awareness expert Robert Siciliano breaks down how three simple habits put you in the top 1…
Think you don't need to worry about cybersecurity? That's exactly what hackers are counting on. Cybersecurity awareness expert Robert Siciliano breaks down how three simple habits put you in the top 10% of secure Americans. This episode explains how one move can save you years of financial headaches, what every business owner needs to know about protecting remote teams, and how to safeguard your digital estate even after you're gone. Topics discussed: Introduction (00:00) Robert's hacking origin story (02:02) Why real estate agents are high-risk targets (05:44) Two-factor authentication (08:22…
Financial strategies work best when flexibility exists during unexpected life changes.
#FinancialFlexibility #WealthStrategy #MoneyTips
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https…
Financial strategies work best when flexibility exists during unexpected life changes.
#FinancialFlexibility #WealthStrategy #MoneyTips
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTi…
Financial strategies work best when flexibility exists during unexpected life changes.
#FinancialFlexibility #WealthStrategy #MoneyTips
#BizHelpForYou #CandyMesser #ABandP #PodMatch #SmallBusinessTips
Want to be a guest on Biz Help For You? Send me, Candy Messer, a message on PodMatch here: https://www.podmatch.com/hostdetailpreview/candymesser
Gain access to exclusive content here: https://www.youtube.com/channel/UCerh609TUTZf8rfosOYrpIQ/join
Support the show and get bonus content: https://www.buzzsprout.com/1522381/support
Access bonus clips and offers shared by our guests on our resou…
Candy Messer
June 4, 2026
Devin Thorpe 
Hans Scheil 
Larry Sprung