J. Barry Watts

J. Barry Watts shares a six-step process to untangle the retirement rat’s nest, so you can retire with clarity and confidence. #NCRetirementCenter

Demystifies Medicare and helps you make informed decisions for choosing the right plan and meeting your healthcare needs cost-effectively. #medicare

The Three Don’ts of Retirement, J. Barry Watts shares how to build a retirement income plan and avoid running out of money. #retire #money

How to plan for your long-term care in an effective and timely manner and one that is affordable for you. #longtermcare #insurance

Together, they share ways to build reliable sources of retirement income and minimize risk. #retirement #income

J. Barry Watts discusses the common types of insurance plans, their tax benefits, and when one plan might be preferred over another. #insurance

The key changes in this new legislation and breaks down how they affect people who have IRA accounts, 401ks, or other types of qualified retirement plans.

How are we supposed to know how much money we need to live our retirement years comfortably? Is it a million dollars? #retirement #money

Barry illustrates the steps taken in this process to improve their situation ultimately achieving the zero percent tax bracket when they retire. 

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?

Thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you.

We’ve talked about reducing taxes and strategies to pay less to the IRS, but no one ever talks about your largest tax and how to avoid it.

Increasing inflation requires that you be strategic with your investments, in order to be able to retire confidently. #retire #inflation

Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. #cash #investing #finance

Are you sitting on cash, afraid to invest it in the markets during this crazy time in our country? Are you unsure what to do? #cash

There are 5 habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change

There’s a lot of talk in Washington about potential new taxes, but what impact will those changes in tax law have on you personally?

He explains why there are some who cannot reach the 0% tax bracket, and discusses the Three Tax Buckets. #taxes #finance

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things. #holidays

Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, and then take it out as tax-free retirement income?

For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. #wealth #taxes

Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come.

Estate planning can be complicated and may involve some uncomfortable conversations with family members and loved ones, albeit necessary.

What happens if Social Security isn’t enough to help you secure the retirement you want and know you deserve? #socialsecurity

How to understand what a sequence of returns is, how it can hurt your retirement, and how to manage the risk and protect yourself.

Do you know which fees you pay on your investment account? How much are they? And if you don’t know, shouldn’t you? #investing

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results. #investing

Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio. #finance #retirement #investing

Ask yourself the biggest question in retirement, and begin planning your dream retirement with it in mind! #retirement #planning #finance

When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. #longtermcare #insurance

Have you ever been in the situation where you are meeting with someone about your finances and you just can’t seem to answer their questions? 

You could be paying your child as an employee as a way to increase your tax savings. #savings #taxes #finance

Discover the tax deduction plan that is going to help you keep more money in your pocket and push the scale back in your favor. #taxes

Tune in now to discover a way in which you can keep your best talent locked into place with you! #workforce #employees #success

Here are the various proposals that have been presented by the Biden Administration that could potentially increase your taxes.

Are you interested in a tax-free account that will help you work towards your retirement goals? #insurance #retirement

Do you understand how annuities work? Do you have negative feelings attached to annuities? #financialadvisors #annuities

How your retirement is like climbing and descending a mountain, and what you should be doing to plan for that journey. #retirement

Discover how your entire family can benefit from this type of plan and the incredibly low tax rate that comes with it. #taxes #SAPs #planning

How you can receive big deductions when putting money into your own retirement plan as a business owner! #taxes #business #deductions

Decreasing a gain may sound counterintuitive, but decreasing capital gains can actually save you money in taxes. 

How much are you currently losing from taxes? How much would you have to earn to keep that money? #taxes #money #income