Bob Wolfe, CFP®, EA, CSLP®
💰 I make money make sense
💸 So you can fund your freedom
$ Resources: https://www.healthyfp.com/bob-wolfe
Financial education that cuts through the noise. Tax optimization strategies, investment insights, and retirement planning based on real experience.
DISCLAIMER: Content shared by WolfeOnWealth is for educational purposes only and should not be considered tax, legal, accounting, or investment advice. Advisory services are offered through wHealthyFP LLC, doing business as HealthyFP, an investment adviser registered with the state of Pennsylvania, and only provided to clients where we are properly registered or exempt. Investments involve risk, including possible loss of principal. No assurance can be given that any strategy will be successful. Please consult your own tax, legal, or financial professional for guidance specific to your situation. Public comments may be deleted for vulgarity, threats, spam, or harmful content. Viewers engage with comments at their own risk.
The Bucket Strategy Has Failed Retirees – The Math No One Talks About
Retirement Withdrawals: Stop Making This Costly Mistake
The LEGAL 401(k) Loophole to Convert Millions Tax Free (Mega Backdoor Roth)
5 Assets Rich Retirees NEVER Buy – Here’s What They Buy Instead
The #1 Roth Conversion Myth and Mistakes to Avoid
Why a Health Savings Account Changes Everything in Retirement (Massive Tax Savings)
The Savings Trap that Keeps Retirees with $1M Feeling Broke
Retired Couples Can LEGALLY Keep $166,300 Without Paying Federal Taxes
Ошибка с доходом в 2 доллара, которая обойдется досрочно вышедшим на пенсию в 15 000 долларов в 2...
Social Security Myths BUSTED: Hidden Math No One Tells Retirees
How Retirees Give More To Charity (without feeling it)
Mastering Your Employer Retirement Plan: The Ultimate Guide
Как управлять унаследованным IRA в 2025 году
Are You Paying Too Much in Retirement Taxes?
Почему конверсии Рота не работают для 98% людей
Watch This If You're In The U S Retiring With A Pension
How Everything in Retirement Changes with an Annuity
The Dark Side of LLCs: What They Won’t Tell You
The Biggest Threat to Your Portfolio's First 10 Years in Retirement
Как продать дом, не платя налог на прибыль
Что ДЕЙСТВИТЕЛЬНО лучше: Roth или традиционные счета?
Backdoor Roth IRA: How to Avoid a MASSIVE Tax Bill
Trump's Big Beautiful Bill: How Your Taxes Will Change
How Inflation Destroys Your Emergency Fund (and How to Fix It)
CFP Reveals the Best Withdrawal Strategy for Early Retirement