Best J Barry Watts Podcasts (2024)

1
What People Don’t Know About Taxes (Ep. 69) 35:43

2h ago35:43

35:43

Does the word “taxes” make you feel intimidated and overwhelmed right away? If yes, you’re not alone! It’s completely understandable. After all, the US tax code is 70,000+ pages long. As someone who deals with taxes daily, J. Barry Watts is here to enlighten you about some tips and strategies you might not know regarding taxes (so it feels less sca…

1
Why the Wealthy Are Perceived to Not Pay Their Fair Share of Taxes (and you don’t have to, either.) (Ep. 68) 30:28

4h ago30:28

30:28

Do you ever feel that taxation is skewed against the average citizen? Or that wealthy people don’t pay their fair share? It’s because they know how to use the tax code to their advantage! In this episode, J. Barry Watts peels back the layers of the tax system and explains how to apply the tax code’s provisions to your benefit — just like the wealth…

1
Planning Your Retirement Income (Ep. 67) 27:47

1M ago27:47

27:47

What do you need to feel confident in retirement? Is it $1 million? $2 million? Actually, it’s not about how much money you accumulate, but rather having a retirement income plan. Join J. Barry Watts for an insightful conversation about converting your lifetime savings into a consistent income source that lasts until the end of your life. Barry dis…

1
The Difference Between Death Insurance vs Life Insurance (Ep. 66) 34:51

5M ago34:51

34:51

Do you have insurance to secure your family’s financial future? If yes, when was the last time you reviewed your policy? It’s Life Insurance Awareness Month! Let’s look at how insurance plays a crucial role in your overall retirement plan. In this episode, J. Barry Watts delves into the intricacies of life insurance and the difference between death…

1
Don’t Miss this Opportunity to Pay Less in Taxes (Ep. 65) 28:06

5M ago28:06

28:06

The U.S. national debt has reached $32 trillion! There is only one way to pay off this massive debt — by raising taxes. In fact, tax rates will likely see a sharp rise on January 1st, 2026. In this episode, J. Barry Watts explains how you can tackle the rising tax problem with an effective strategy that many people overlook. Barry discusses: Eye-op…

1
Paying Less Taxes Now & In Retirement (Ep. 64) 33:29

9M ago33:29

33:29

What do you think is your number one expense in retirement? (Hint: It’s not healthcare.) If you said taxes, you guessed it right! Healthcare costs pale in comparison to what you pay in taxes during retirement. In this episode, J. Barry Watts helps you understand strategic tax planning, how it differs from tax compliance, and how the right team of e…

1
Untangling the Retirement Rat’s Nest (Ep. 63) 44:18

9M ago44:18

44:18

Have you ever seen a rat’s nest? It is tangled, messy, and unorganized. Your retirement can end up looking just like a rat’s nest if you don’t plan properly! Your Social Security, pension, taxes, Medicare…everything entangled into a chaotic mess. In this episode, J. Barry Watts shares a six-step process to untangle the retirement rat’s nest, so you…

1
Demystifying Medicare (Ep. 62) 29:02

10M ago29:02

29:02

Are you struggling to navigate Medicare? You’re not alone. The complex web of rules, acronyms, and jargon involved in this enigmatic government program leaves many scratching their heads! In this episode, J. Barry Watts demystifies Medicare and helps you make informed decisions for choosing the right plan and meeting your healthcare needs cost-effe…

1
The Three Don’ts: Don’t Run Out of Money (Ep. 61) 11:54

11M ago11:54

11:54

You can’t afford to run out of money in retirement! When you’ve quit your job and stopped receiving a paycheck, you must protect your nest egg for the rest of your life. In this part three of a three-part series called The Three Don’ts of Retirement, J. Barry Watts shares how to build a retirement income plan and avoid running out of money. Barry d…

1
The Three Don’ts: Overpay Your Taxes (Ep. 60) 17:40

1y ago17:40

17:40

Do you think taxes are going up or down over the course of your retirement? After surveying thousands of people, we found that overpaying in taxes is one of the greatest concerns among those preparing for retirement. In this part two of a three-part series called The Three Don’ts Of Retirement, J. Barry Watts explores ways to reduce your total tax …

1
The Three Don’ts: Burden Your Family (Ep. 59) 18:19

1y ago18:19

18:19

Many people think about a nursing home when we talk about long-term care. But long-term care could also be care in your home. It could also include adult day care, or assisted living. While it may not be a pleasant topic to think about, it is essential to ensure you receive the care you need while reducing the financial and emotional burden on your…

1
The Two Checks You Need in Retirement (Ep. 58) 36:29

1y ago36:29

36:29

Having a guaranteed lifetime income (your paychecks) during retirement can help you cover your basic living expenses, so you can focus on what’s left — the playchecks.In this episode, J. Barry Watts speaks with retired U.S. Army Lieutenant Colonel Tom Hegna, who is now a retirement expert, best-selling author, public TV host and international speak…

1
Who Needs Insurance? Who WANTS Insurance? (Ep. 57) 44:24

1y ago44:24

44:24

Insurance can be a tricky thing to navigate. Some people who need it don’t always want it, while others who want it may not necessarily need it.Plus, a lack of understanding of insurance and how it works could lead to poor decisions and increased reluctance.In this episode, J. Barry Watts discusses the common types of insurance plans, their tax ben…

1
Inherited IRA Rules (Ep. 56) 31:49

1y ago31:49

31:49

After accumulating wealth for years, you want it to be inherited by the right beneficiaries when the time comes. (Instead of your ex-spouse from 10 years ago!)If you are the one inheriting the IRA, you want to minimize the tax liability on your inheritance.In this episode, J. Barry Watts explains the most tax-efficient way to handle inherited IRAs …

1
New IRA & 401K Rules for 2023 (Ep. 55) 20:26

1y ago20:26

20:26

When it comes to taxes, some legislations can feel incredibly complex to the average American, such as the recently passed SECURE Act 2.0 — which was 4,000 pages long!But don’t worry.In this episode, J. Barry Watts highlights the key changes in this new legislation and breaks down how they affect people who have IRA accounts, 401(k)s, or other type…

1
Growing Up Watts (Ep. 54) 48:33

1+ y ago48:33

48:33

“The things I teach in classes, seminars, and the podcast are the things we practice in our own lives…financially and personally.” — J. Barry Watts.In a previous episode, Barry spoke with his wife about money and marriage. Today, Barry invites his beloved daughters to the hot seat!In this episode, J. Barry Watts joins his daughters Madison and Sydn…

1
Money & Marriage: Keeping Romance Alive when Finances are on Life Support (Ep. 53) 46:52

1+ y ago46:52

46:52

Are you curious about how to instill the importance of budgeting and money management into your marriage?In this episode, J. Barry Watts brings on his wife Kelly Watts to dive into the magic of budgeting and managing money. She shares her experiences with organizing the family’s finances, how she keeps track of their spending, determining categorie…

1
What the Recent Election Means for Your Pocketbook with Congressman-Elect Eric Burlison (Ep. 52) 39:13

1+ y ago39:13

39:13

Elections have consequences. The electoral decision in November has significant consequences for business owners, retirees, and tax payers. In this episode, J. Barry Watts is joined by Congressman–Elect Eric Burlison from Missouri to discuss how the election has and will continue to impact the money in your pocket. They share their thoughts about t…

1
How Much Money Do You Need to Retire? (Ep. 51) 20:50

1+ y ago20:50

20:50

How are we supposed to know how much money we need to live our retirement years comfortably? Is it a million dollars? Can you get by on less? How do we even go about determining this? In this episode, J. Barry Watts explains what you need to figure out when looking to retire regarding that number in your bank account. We want to help you retire wit…

1
The 4 Stages of Retirement (Ep. 50) 20:31

1+ y ago20:31

20:31

Retirement is a process with a number of stages. In this episode, J Barry Watts discusses the four key stages of retirement: Anticipation, Liberation, Reinvention and Reflection. He breaks down every stage of retirement in detail to help you identify what stage you are currently in, and gives you navigational tips for that stage and prepares you to…

1
How to Get to the 0% Tax Bracket (Ep. 49) 40:26

1+ y ago40:26

40:26

In this episode, J. Barry Watts unpacks a situation he recently encountered with a client, leading you through the situation they were in before doing any planning. He illustrates the steps taken in this process to improve their situation ultimately achieving the zero percent tax bracket when they retire.…

1
Hidden Taxes in Retirement (Ep. 48) 27:50

1+ y ago27:50

27:50

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? The short answer is — unfortunately, more. For nearly all of us, taxes will be higher in retirement than they are today. Many people will unknowingly pay thousands of dollars in additional taxes that are hidden t…

1
Avoiding Your Largest Tax (Ep. 47) 24:34

2y ago24:34

24:34

We’ve talked about reducing taxes and a number of strategies to pay less to the IRS, but no one ever talks about your largest tax and how to avoid it. Do you know what the largest tax is? Have you ever heard of the Dumb Tax?In this episode, J Barry Watts talks about the Dumb tax and why we don’t hear about it often enough, leaving us clueless once …

1
Celebrating America with Yakov Smirnoff (Ep. 46) 42:13

2y ago42:13

42:13

vites legendary comedian Yakov Smirnoff onto the show to discuss the path that led him from Russia to America and his unique perspective on all that is wonderful about America!By J. Barry Watts

1
Taking Advantage of Stock Market Volatility (Ep. 45) 35:46

2y ago35:46

35:46

In this episode, J Barry Watts teaches you how to take advantage of the stock market when it’s volatile in a way that prevents losses, while providing a pathway to grow your accounts.By J. Barry Watts

1
Three Ways to Protect Your Hard Earned Money from Taxes (Ep. 44) 48:50

2y ago48:50

48:50

Taxes, the hidden burden that comes around once a year to reap the benefits of your hard-earned money.What we say to this is; put yourself in a position to pay the least amount of taxes possible so that you can save more money for your future.In this episode, J Barry Watts and Philip Brown highlight three key ways to protect your money from taxes, …

1
Good News about Keeping Cash Safe, Available, and Growing (Ep. 43) 22:36

2y ago22:36

22:36

Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. This account may sound too good to be true. But, we promise you it’s not. It’s actually only a phone call away.In this episode, J Barry Watts addresses the uncertainty swarming the market and the account he recommends to combat it, ensuring your money is s…

1
Keep Your 401K from Going Over the Cliff (Ep. 42) 33:23

2y ago33:23

33:23

There is a lot going on in the market right now and knowing how to react and when to react to protect your financial future can be tricky. Luckily there are some key concepts that can help you keep your 401k (and your future) from going over the cliff. In this episode, Barry Watts discusses the myths surrounding safe 401k investment strategies and …

1
Selling Your Business & Paying Zero Taxes (Ep. 41) 23:48

2y ago23:48

23:48

Starting a business is hard work. If you eventually sell that business, you likely want to maximize your pay day. We’ve never met anyone who wants to pay more in tax, but yet, a lot of people do. One of those areas that often gets overlooked is capital gains on the sale of stock in a small business.In this episode, J Barry Watts discusses section 1…

1
Increasing Income in Retirement (Ep. 40) 24:11

2y ago24:11

24:11

Where does income in retirement come from? What strategies are there to manage your income in retirement to ensure you stay retired?If these are questions you find yourself wondering, this is the episode for you!In this episode, J Barry Watts gives an overview of a few strategies you can use to ensure your income in retirement supports your retired…

1
Saving Taxes by Converting your LLC or S Corp into a C Corp (Ep. 39) 20:09

2y ago20:09

20:09

The structure of your business can have a huge impact on your bottom line after taxes. Whether starting a new business or saving taxes by restructuring your existing one, understanding how different business structures impact the taxes you pay helps you save thousands of dollars each year. In this episode, J Barry Watts of WealthCare Corporation di…

1
38. Advisor Credentials & Why Retirement Budgets Fail 31:19

2+ y ago31:19

31:19

What kind of credentials does your financial advisor have? If you are working with an advisor with a credential of some type, what might cause your retirement plan to fail anyway? In this episode, J Barry Watts dives into the various credentials a financial advisor can carry, and shares the difference between many of those credentials. Barry detail…

1
37. What To Do With Cash Now 37:00

2+ y ago37:00

37:00

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? Well, you’re not alone.In this episode, J Barry Watts speaks simply about what to do with your cash now. Barry details three steps to take, including why it is important that you stay invested. Barry also shares why so many …

1
36. The Five Habits of Highly Effective Advisors to Retirees 31:27

2+ y ago31:27

31:27

Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five 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?In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees…

1
35. New Taxes Threaten Your Retirement 41:48

2+ y ago41:48

41:48

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?In this episode, J Barry Watts unpacks the impact proposed tax law changes may have on you in before or in retirement. Barry covers some of the proposals in President Biden’s Build Back Better agenda. He explains how l…

1
34. How to Retire in the 0% Tax Bracket 30:44

2+ y ago30:44

30:44

What will taxes be like for you in retirement? Have you ever thought about that? In this episode, J Barry Watts teaches you how to reach the 0% tax bracket—or at least to get your taxes as low as they can be. He explains why there are some who cannot reach the 0% tax bracket, and discusses “the Three Tax Buckets.”Barry discusses: Who is unable to r…

1
33. Holiday Conversations About Hard Topics 33:54

2+ y ago33:54

33:54

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what.In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s impo…

1
32. Mega Backdoor Roth IRA Strategy 26:56

2+ y ago26:56

26:56

Would you like to put $58,000 into a Roth IRA this year, then grow that money, tax-free, until you retire, and then take it out as tax-free retirement income? In this episode, J Barry Watts introduces the mega back door Roth IRA strategy. He shares how some individuals can contribute $58,000 to their Roth IRA, … Continue reading 32. Mega Backdoor R…

1
31. How the TRULY-WEALTHY & the WORKING-WEALTHY DIFFER: Family Endowment Plans 27:36

2+ y ago27:36

27:36

Are you truly wealthy or working wealthy? What’s the difference between the two? For moderately wealthy people who don’t believe they have any tax strategy opportunities, this episode is for you. In this episode, J Barry Watts introduces a tax strategy and draws the line between the truly-wealthy and the working-wealthy. Barry also emphasizes the ……

1
30. Strengthening Your Family Through Legacy Trusts 40:13

2+ y ago40:13

40:13

Have you ever considered opening a trust for your family? Legacy trusts can ensure your family’s legacy for generations to come. In this episode, J Barry Watts discusses trusts and how valuable they can be to your family. Barry simplifies and answers questions you may have regarding trusts. Barry shares why people don’t have trusts, … Continue read…

1
29. Reducing Taxes on Your IRA or 401(K) Required Minimum Distributions 36:54

2+ y ago36:54

36:54

How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison look at four ways you can reduce or eliminate the taxes owed on your RMDs. Barry and Eric remind listeners of … Continue reading 29. Reducing Taxes on…

1
28. Taking The Mystery Out of Estate Planning 54:25

2+ y ago54:25

54:25

Estate planning can be complicated and may involve some uncomfortable conversations with family members and loved ones, albeit necessary. You want to be sure that your estate is going to the right people in the right order. In this episode, Barry Watts uncovers the mystery of estate planning. Barry looks at multiple legal mechanisms used … Continue…

1
27. Everything You Ever Wanted to Know About Social Security But Were Too Afraid to Ask 44:06

2+ y ago44:06

44:06

Historically, many Americans have planned to rely on Social Security to get them through retirement. But what happens if Social Security isn’t enough to help you secure the retirement you want and know you deserve? In this episode, J. Barry Watts discusses some of those tough questions about Social Security, and helps you to understand … Continue r…

1
26. Don’t Let This Devastate Your Retirement 18:19

3y ago18:19

18:19

Not managing your sequence of returns risk properly could damage your retirement. In this episode, J Barry Watts helps you understand how to protect yourself and your retirement from this type of investing risk. He helps you understand what a sequence of returns is, how it can hurt your retirement, and how to manage the … Continue reading 26. Don’t…

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25. Understanding the Investment Fees You Pay 26:54

3y ago26:54

26:54

Do you know which fees you pay on your investment account? How much are they? And if you don’t know, shouldn’t you? How can you find out what these fees are and where they come from? In this episode, J Barry Watts and Eric Burlison provide you with all the information you need to better … Continue reading 25. Understanding the Investment Fees You P…

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24. How to Protect Your Investments and Retirement from Risk 39:23

3y ago39:23

39:23

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results. However, there are tools and strategies that exist that can help you protect your investments and your retirement from risk. In this episode, J Barry Watts speaks about tools that you are able to take advantage … Continue readin…

1
23. How Risk Impacts Your Retirement 28:26

3y ago28:26

28:26

Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio. In this episode, J Barry Watts and Eric Burlison discuss risk and volatility as it pertains to your portfolio, and how you can understand what your own personal risk tolerance is. Barry and Eric use examples of … Continue reading 23. How Ris…

1
Episode 22 – Your Biggest Retirement Question 35:33

3y ago35:33

35:33

When it comes to retirement, there are a lot of questions that you should be asking yourself to prepare. However, there is one very important question that people don’t always take the time to think about. In this episode, Barry Watts speaks about what questions you should be asking yourself as you plan for your … Continue reading Episode 22 – Your…

1
Episode 21 – New Ways to Pay for Long-Term Health Care 41:59

3y ago41:59

41:59

When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. In this episode, Barry Watts discusses new ways to pay for long-term care, and the importance of planning for long-term care before it is too late! Barry shares the options available to you and … Continue reading Episode 21 – New Wa…

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Episode 20 – Questions You Must Answer Before Visiting a Retirement Designer 40:00

3y ago40:00

40:00

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? This problem happens more frequently than you might think, and we are here to help you never be in that situation again! In this episode, Barry Watts goes through nine … Continue reading Episode 20 – Question…

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