Unlock Your Retirement
Bruce SmithSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
| Publishes | Weekly | Episodes | 15 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
When was the last time someone reviewed your entire retirement picture as one coordinated system — not just your investments, but your income plan, your tax strategy, your legacy — all at once? In this episode we discuss why this is important and how... more
In this episode, we break down why relying solely on a collection of stocks and bonds often leaves investors vulnerable to market volatility and unexpected taxes. We explore the critical distinction between accumulating assets and building a structur... more
Many retirees focus on market volatility while overlooking the "silent" erosion of their wealth caused by inefficient tax withdrawal strategies and hidden fees. This episode breaks down the specific calculation behind a potential $2.6 million shortfa... more
In an era defined by volatile global markets and persistent inflation, traditional retirement strategies are being pushed to their breaking point. This episode explores why a robust financial structure—rather than just asset selection—is now the crit... more
In this episode, we pull back the curtain on the subtle, systemic financial drains that slowly erode retirement savings without most investors ever noticing. We break down the specific, often overlooked costs hidden in complex portfolios and provide ... more
In this episode, we break down how recent changes to the stepped-up basis could turn your family’s hard-earned legacy into a massive tax liability for your heirs. Tune in to learn proactive shifting strategies you can implement today to keep the IRS ... more
In this episode, we explore the "automation paradox" where the efficiency of algorithmic decision-making can blind institutions to emerging, non-standard risks. We break down high-profile instances where over-reliance on software led to systemic fail... more
Even the most brilliant individual financial moves can lead to a messy retirement if they haven't been introduced to one another. This episode breaks down why "siloed" strategies—like tax efficiency and portfolio growth—often accidentally sabotage ea... more
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| Listeners per Episode | Gender Skew | Location | |||
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How many episodes of Unlock Your Retirement are there?
Unlock Your Retirement launched 4 months ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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