Horizon Wealth Retirement Show
Are you looking for a way to not only preserve your investments and savings, but also grow your wealth? Subscribe to the Horizon Wealth Retirement Show and learn more about important cornerstones that consider your unique financial situation and provide information and processes aimed at helping you continue your journey. Each week, Horizon Wealth founder and Chief Wealth Advisor Dan Blair sheds light on the many aspects of the financial world and provides real-time insight and knowledge that could guide you in your personal strategies. From speaking on tax deferment, to structuring retirement income, adapting to market changes, and legacy planning, the Horizon Wealth Retirement Show aims to help listeners realize their potential for growth. For a list of disclosures, please visit https://myhorizonwealth.com/
Episodes
Selling a highly appreciated asset? Discover how the Deferred Sales Trust (DST) could help you defer capital gains taxes and preserve more of your wealth. In this episode, Dan Blair breaks down how DSTs work, their legal foundation in IRC Section 453, and why they offer a secure, professionally managed alternative to traditional installment sales. Learn how DSTs can support estate planning, reduce tax burdens, and provide long-term...
Selling your business or real estate? You might be leaving a fortune on the table. In this episode of the Horizon Wealth Retirement Podcast, Dan Blair breaks down 12 strategic ways to reduce or defer capital gains taxes. From straightforward options like paying the tax to advanced tools like deferred sales trusts, 1031 exchanges, and charitable foundations, Dan offers insights tailored for high-net-worth individuals and savvy ...
On this episode of the Horizon Wealth Retirement Podcast, Dan delves into the various types of investment accounts, focusing on IRAs, 401ks, and brokerage accounts. They discuss the tax implications of each account type, the importance of employer matches, and strategies for maximizing retirement savings. The conversation also covers practical steps for new investors, emphasizing the need for an emergency fund and the benefits of l...
On this episode of the Horizon Wealth Retirement Podcast, Dan dives into the basics of investing in a way that is accessible and understandable. They cover essential topics such as stocks, bonds, mutual funds, and ETFs, explaining their roles in an investment portfolio, the risks and benefits associated with each, and how to choose the right investment strategy based on individual goals and risk tolerance. The conversation also add...
On this episode of the Horizon Wealth Retirement Podcast, Dan discusses the concept of market volatility, its emotional impact on investors, and strategies for managing investments during uncertain times. He emphasizes the importance of having a solid retirement plan, understanding emotional responses to market fluctuations, and learning from past market events to build long-term wealth.
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On this episode of the Horizon Wealth Retirement Podcast, Dan discusses the essential topic of creating income streams for retirement. He explores various sources of income, including Social Security, pensions, annuities, and investments, while emphasizing the importance of diversifying income sources. The conversation also delves into the differences between guaranteed and non-guaranteed income, the planning process for setting up...
On this episode of The Horizon Wealth Retirement Podcast, Dan discusses the essential factors to consider when planning for retirement. He explores the importance of understanding how much income is needed, the four cornerstones of retirement planning, the impact of inflation, tax efficiency, healthcare costs, and managing debt. Dan emphasizes the need for a comprehensive plan that addresses each of these areas to ensure a successf...
In this episode of the Horizon Wealth Retirement Podcast, Dan discusses essential tax strategies for retirement planning, focusing on tax deferral and tax mitigation. He explores the differences between these strategies, common mistakes individuals make, effective approaches for both individuals and business owners, and share a success story that illustrates the impact of strategic tax planning. The conversation emphasizes the impo...
In this episode of the Horizon Wealth Retirement Podcast, Dan discusses the emotional aspects of investing, particularly during times of market volatility influenced by tariffs and trade wars. He emphasizes the importance of understanding the economic cycles that tariffs represent and how they can lead to negotiations rather than long-term disruptions. Dan also highlights the significance of diversification in investment portfolios...
In this episode of the Horizon Wealth Retirement Podcast, Dan discusses the essential steps to achieving early retirement. He explores the importance of assessing one's financial situation, defining retirement goals, creating a detailed financial plan, maximizing savings, managing expenses, planning for healthcare costs, diversifying income streams, and the value of consulting financial professionals. Dan shares insights and strate...
Dan discusses various strategies for retirement planning, emphasizing the importance of tax efficiency, the role of annuities, and the need for a comprehensive financial plan. He highlights the significance of understanding individual circumstances and goals, advocating for a tailored approach to retirement income that considers market trends and personal spending habits. The discussion also touches on the necessity of preparing fo...
In this episode, Dan discusses the critical aspects of retirement planning, emphasizing the importance of income, the financial challenges many Americans face, and the need for personalized strategies. He debates the traditional 4% withdrawal rule and highlights the significance of choosing the right financial advisor. The conversation provides insights into effective retirement planning, including income generation, debt managemen...
In this episode of Horizon Wealth Retirement, Dan discusses the essential aspects of retirement planning, focusing on creating personal pensions, the importance of having a written financial plan, and effective tax strategies to ensure financial security in retirement. They emphasize the need for proactive planning and understanding individual financial situations to navigate retirement successfully.
In this todays episode, Dan discusses the recent changes to Social Security benefits, the importance of financial planning, and strategies for navigating retirement income. He emphasizes the need for a flexible financial plan to adapt to potential changes in Social Security and highlights the significance of working with a trustworthy financial advisor.
The conversation also covers tax strategies, including Roth conversions, ...
In this conversation, Dan discusses the complexities of retirement planning, focusing on withdrawal strategies, the significance of the sequence of returns, and the role of annuities in providing financial security. He emphasizes the need for personalized financial planning and the importance of understanding the purpose of each asset in a retirement portfolio.
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In this conversation, Dan discusses the complexities and benefits of annuities as financial products, addressing common misconceptions and the importance of understanding fees in retirement planning. He emphasizes the need for tailored financial strategies and the value of professional guidance over DIY approaches.
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In this conversation, Dan discusses the complexities of retirement planning, focusing on withdrawal strategies, the significance of the sequence of returns, and the role of annuities in providing financial security. He emphasizes the need for personalized financial planning and the importance of understanding the purpose of each asset in a retirement portfolio.
Get your FREE Portfolio Review NOW!
See omnystudio.com/listener for p...
In this episode of Horizon Wealth Retirement, Dan discusses the importance of proactive tax planning, investment strategies for retirement income, and the significance of conducting a financial annual review. He emphasizes the need for personalized financial planning that aligns with individual goals and lifestyles, especially for those considering relocation in retirement. The conversation also highlights the first steps in financ...
In this episode, Dan Blair discusses the importance of financial planning as we enter the new year, emphasizing the need for sustainable retirement income strategies. He addresses common concerns about market volatility, the retirement crisis, and the uncertainty surrounding Social Security. Dan also highlights the significance of long-term tax planning and how it can benefit individuals across various income levels.
In this episode of Horizon Wealth Retirement, Dan discusses the various aspects of retirement planning, including the impact of market volatility, the importance of understanding annuities, and strategies for achieving financial security in today's economic climate. He emphasizes the need for proactive financial planning, identifying hidden fees in portfolios, and preparing for life after retirement. The conversation also touches o...
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