Paying off debt is a huge milestone, but what you do next can shape the rest of your retirement. In this episode, Steve tackles two common listener questions: how to wisely redirect extra cash after becoming debt-free, and whether “tax-free retirement income” is actually possible. If you’re trying to make smart retirement decisions, instead of emotional ones, this conversation is for you!
Here’s some of what we discuss in this episode:
💸 Debt Management & Extra Income: Smart choices for newfound cash flow
🎉 Celebrating Debt Freedom: Why milestones matter before next steps
🧾 Tax-Free Retirement Income: What it really means (and doesn’t)
🔁 Roth Conversions & Tax Strategy: Paying taxes now vs. later
📞 Getting Guidance: When professional advice matters most
0:00 – Intro
0:56 – Question #1: Debt
5:05 – Question #2: Tax-Free Income
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
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Phone: (775) 266-8867
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