In this episode, we have a fascinating discussion about the pitfalls of pre-tax investments. As a tax attorney, Rebecca has some strong opinions and reasons why excessive, pre-tax investing can be a trap in our later years.

Make sure to check out Rebecca’s podcast CRASHES AND TAXES and also her website http://www.walserwealth.com

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  • Retirement planning is not about retirement. That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially. [...]