The Tax-free Retirement Podcast (Axios Capital Strategies) Podcast Por Axios Capital Stategies arte de portada

The Tax-free Retirement Podcast (Axios Capital Strategies)

The Tax-free Retirement Podcast (Axios Capital Strategies)

De: Axios Capital Stategies
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Selected episodes from the popular radio show, ”The Tax-free Retirement Show” hosted by Axios Capital Strategies. Contact: 877.317.5999 | RIMSreport.com | hello@axioscapital.comCopyright 2025 All rights reserved. Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Portfolio Resiliency & The Retirement Red Zone 10-25-25

    Portfolio Resiliency & The Retirement Red Zone 10-25-25
    Oct 24 2025

    A confluence of factors must come together to create a resilient portfolio:

    1. Market risk mitigation

    2. Income predictability and maximization

    3. Tax-efficiency

    When all three come together in harmony, the result is a resilient portfolio that can withstand many of the toughest challenges retirees face. In this episode, we dive in elements to make your portfolio more resilient as well as discuss the importance of the critical "Retirement Red Zone".

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    56 m
  • 7 Keys to Wise Financial Stewardship 10-11-25

    7 Keys to Wise Financial Stewardship 10-11-25
    Oct 23 2025

    What creates wealth, and what prohibits or even destroys wealth? It is surprising to many that the answers have less to do with rate of return and how much money you make. Rather, focus, perspective, and habit are often the differences between having and maintaining wealth and not. In this episode, we explore the 7 keys to wise financial stewardship.
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    56 m
  • Uncommon Answer to Common Questions 9-20-25

    Uncommon Answer to Common Questions 9-20-25
    Sep 19 2025

    In today's episode, we dive into common questions:

    • When should I claim my social security?
    • What does the recent Fed rate cut mean for me?
    • How can I lock in higher rates on my savings for for many years to come?
    • How much and when should I convert to a Roth or IUL?
    • How can I minimize the collateral tax damage in my retirement?
    • What does the new senior bonus deduction mean for me?
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    56 m
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