Episodes

  • Accumulation Vs. Distribution Strategies in Retirement (Ep. 38)

    Accumulation Vs. Distribution Strategies in Retirement (Ep. 38)
    Dec 20 2023
    Is your retirement strategy built around accumulation or distribution? That distinction can change how you plan your retirement. Listen in as John Mints explores the key differences between accumulation and distribution and why it’s crucial to understand both. He emphasizes the value of tax planning during the distribution phase of retirement while exploring how smart …

    Read More Read More
    Show More Show Less
    29 mins
  • Facts vs. Feelings (Ep. 37)

    Facts vs. Feelings (Ep. 37)
    Nov 15 2023
    Is your financial plan written down? Or do you have a plan in mind but need something more solid? Your plan may need some changes based on current financial circumstances. In this episode, John Mints explores the importance of creating a financial plan and the potential pitfalls of relying solely on Social Security for retirement. …

    Read More Read More
    Show More Show Less
    31 mins
  • Taxes In Retirement Part 3: Retirement Tax Strategies (Ep. 36)

    Taxes In Retirement Part 3: Retirement Tax Strategies (Ep. 36)
    Oct 11 2023
    Tax strategies are important not only for saving money but are particularly needed when it comes to retirement planning. These strategies play a pivotal role in determining how much money you’ll have at your disposal during your golden years. With effectively managing your taxes, you can potentially reduce the impact they have on your retirement …

    Read More Read More
    Show More Show Less
    28 mins
  • Taxes In Retirement Part 2: Are You Retiring to a Lower Tax Bracket? (Ep. 35)

    Taxes In Retirement Part 2: Are You Retiring to a Lower Tax Bracket? (Ep. 35)
    Sep 13 2023
    Americans are depleting their excess savings, credit card debt has reached a record high, and student loan payments will resume soon.  In the previous episode, John Mints discussed the reality of our Government’s spending problem and the complexity of the tax code. In this episode, he dives further into the Tax Cuts and Jobs Act …

    Read More Read More
    Show More Show Less
    32 mins
  • Taxes In Retirement Part 1: Plan For Your Taxes (Ep. 34)

    Taxes In Retirement Part 1: Plan For Your Taxes (Ep. 34)
    Aug 16 2023
    What will taxes in retirement look like? They’ll likely be your largest expense. That’s why we’re dedicating a series to it! In this episode, John Mints introduces a new series about taxes in retirement. He emphasizes the significance of maintaining financial balance during this phase of life and discusses the impact of the Secure Act …

    Read More Read More
    Show More Show Less
    23 mins
  • What Does a Balanced Retirement Look Like? (Ep. 33)

    What Does a Balanced Retirement Look Like? (Ep. 33)
    Jun 28 2023
    Suppose you were 65 years old, won the lottery, and had sufficient funds to support your desired lifestyle, cover any potential future needs, and leave behind a satisfying inheritance.  Would you continue working? Would you put all of your assets in investments that are at risk of losing value? In this episode, John explains the …

    Read More Read More
    Show More Show Less
    23 mins
  • The Fate of Social Security and Planning Secrets with Jeremy Pillow (Ep. 32)

    The Fate of Social Security and Planning Secrets with Jeremy Pillow (Ep. 32)
    May 17 2023
    Traditional retirement plans focus on three parts: Pension, Social Security and assets. Now clients require an alternative as retirement income options are changing. In this episode, John Mints is joined by Jeremy Pillow, Senior Associate with Biltmore Financial, to discuss Social Security and why clients’ retirement plans require strategies beyond one source of income. They …

    Read More Read More
    Show More Show Less
    32 mins
  • Harvesting in Mansfield’s Mission to Help Families in Need with Lisa Richardson (Ep. 31)

    Harvesting in Mansfield’s Mission to Help Families in Need with Lisa Richardson (Ep. 31)
    Apr 12 2023
    1 in 4 families in Texas doesn’t receive enough food on a daily basis, yet many are too embarrassed to seek help from food banks. In this episode, John Mints speaks with Lisa Richardson, the CEO of Harvesting In Mansfield Ministry Center, Inc. about her work providing groceries and nutrition to people in need. She …

    Read More Read More
    Show More Show Less
    36 mins