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J. Barry Watts
The Truth About Taxes and RetirementEpisodes
J. Barry Watts
The Truth About Taxes and Retirement
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Episodes of The Truth About Taxes and Retirement
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Does the word “taxes” make you feel intimidated and overwhelmed right away? If yes, you’re not alone! It’s completely understandable. After all, the US tax code is 70,000+ pages long. As someone who deals with taxes daily, J. Barry Watts is her
Do you ever feel that taxation is skewed against the average citizen? Or that wealthy people don’t pay their fair share? It’s because they know how to use the tax code to their advantage! In this episode, J. Barry Watts peels back the layers of
What do you need to feel confident in retirement? Is it $1 million? $2 million? Actually, it’s not about how much money you accumulate, but rather having a retirement income plan. Join J. Barry Watts for an insightful conversation about convert
Do you have insurance to secure your family’s financial future? If yes, when was the last time you reviewed your policy? It’s Life Insurance Awareness Month! Let’s look at how insurance plays a crucial role in your overall retirement plan. In t
The U.S. national debt has reached $32 trillion! There is only one way to pay off this massive debt — by raising taxes. In fact, tax rates will likely see a sharp rise on January 1st, 2026. In this episode, J. Barry Watts explains how you can t
What do you think is your number one expense in retirement? (Hint: It’s not healthcare.) If you said taxes, you guessed it right! Healthcare costs pale in comparison to what you pay in taxes during retirement. In this episode, J. Barry Watts he
Have you ever seen a rat’s nest? It is tangled, messy, and unorganized. Your retirement can end up looking just like a rat’s nest if you don’t plan properly! Your Social Security, pension, taxes, Medicare…everything entangled into a chaotic mes
Are you struggling to navigate Medicare? You’re not alone. The complex web of rules, acronyms, and jargon involved in this enigmatic government program leaves many scratching their heads! In this episode, J. Barry Watts demystifies Medicare and
You can’t afford to run out of money in retirement! When you’ve quit your job and stopped receiving a paycheck, you must protect your nest egg for the rest of your life. In this part three of a three-part series called The Three Don’ts of Retir
Do you think taxes are going up or down over the course of your retirement? After surveying thousands of people, we found that overpaying in taxes is one of the greatest concerns among those preparing for retirement. In this part two of a thre
Many people think about a nursing home when we talk about long-term care. But long-term care could also be care in your home. It could also include adult day care, or assisted living. While it may not be a pleasant topic to think about, it is
Having a guaranteed lifetime income (your paychecks) during retirement can help you cover your basic living expenses, so you can focus on what’s left — the playchecks. In this episode, J. Barry Watts speaks with retired U.S. Army Lieutenant Col
Insurance can be a tricky thing to navigate. Some people who need it don’t always want it, while others who want it may not necessarily need it. Plus, a lack of understanding of insurance and how it works could lead to poor decisions and increa
After accumulating wealth for years, you want it to be inherited by the right beneficiaries when the time comes. (Instead of your ex-spouse from 10 years ago!) If you are the one inheriting the IRA, you want to minimize the tax liability on you
When it comes to taxes, some legislations can feel incredibly complex to the average American, such as the recently passed SECURE Act 2.0 — which was 4,000 pages long! But don’t worry. In this episode, J. Barry Watts highlights the key changes
“The things I teach in classes, seminars, and the podcast are the things we practice in our own lives…financially and personally.” — J. Barry Watts. In a previous episode, Barry spoke with his wife about money and marriage. Today, Barry invites
Are you curious about how to instill the importance of budgeting and money management into your marriage? In this episode, J. Barry Watts brings on his wife Kelly Watts to dive into the magic of budgeting and managing money. She shares her expe
Elections have consequences. The electoral decision in November has significant consequences for business owners, retirees, and tax payers. In this episode, J. Barry Watts is joined by Congressman–Elect Eric Burlison from Missouri to discuss h
How are we supposed to know how much money we need to live our retirement years comfortably? Is it a million dollars? Can you get by on less? How do we even go about determining this? In this episode, J. Barry Watts explains what you need to f
Retirement is a process with a number of stages. In this episode, J Barry Watts discusses the four key stages of retirement: Anticipation, Liberation, Reinvention and Reflection. He breaks down every stage of retirement in detail to help you i
In this episode, J. Barry Watts unpacks a situation he recently encountered with a client, leading you through the situation they were in before doing any planning. He illustrates the steps taken in this process to improve their situation ultim
Have you ever wondered about the cost of taxes you will pay in your retirement? Will they be more or less than what you are paying today? The short answer is — unfortunately, more. For nearly all of us, taxes will be higher in retirement than
We’ve talked about reducing taxes and a number of strategies to pay less to the IRS, but no one ever talks about your largest tax and how to avoid it. Do you know what the largest tax is? Have you ever heard of the Dumb Tax? In this episode, J
vites legendary comedian Yakov Smirnoff onto the show to discuss the path that led him from Russia to America and his unique perspective on all that is wonderful about America! The post Celebrating America with Yakov Smirnoff (Ep. 46) appeared
In this episode, J Barry Watts teaches you how to take advantage of the stock market when it’s volatile in a way that prevents losses, while providing a pathway to grow your accounts.The post Taking Advantage of Stock Market Volatility (Ep. 4
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