$10M Retirement: The Tax Mistake High Earners Make

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-06-27

Can you support your adult children without derailing your retirement? In this episode of Money Matters, Scott and Pat dive into the financial realities of a caller with a nearly $10M net worth who is spending $75,000 a year to support his adult daughter. They break down the math on his retirement timeline and uncover a common "tax efficiency" mistake that could be costing him significant returns. Also in this episode: The "Shell Game" of State Budgets: How budget constraints in states like California could impact your long-term security. Roth Conversions & Moving States: Why a...