Wealth Wisdom with Stuart J. Spivak
- Update frequency
- every 4 days
- Average duration
- 15 minutes
- Episodes
- 9
- Years Active
- 2025
Smart Tax Strategies for 2025 and Beyond: Be Proactive, Not Reactive
In this episode of Wealth Wisdom with Stuart J. Spivak, we tackle one of the hottest topics on everyone’s mind—tax planning in a post-election world. With the elections behind us and a new administra…
Disinherit the IRS—Smart Strategies for Tax-Efficient Giving
In this inspiring episode of Wealth Wisdom with Stuart J. Spivak, Stuart dives into the importance of giving back while reducing taxes through Donor Advised Funds (DAFs).
He also shares the heartwa…
Safeguard Your Retirement: Smart Planning for Volatile Markets
Welcome to another episode of Wealth Wisdom with Stuart J. Spivak, where we help you navigate the financial journey to—and through—retirement.
In this episode, Stuart Spivak shares timely insights…
The Pros and Cons of Roth Conversions—What You Need to Know
In this episode of The Prosper Retirement Podcast, host Stuart J. Spivak tackles one of the most talked-about topics in retirement planning—Roth conversions. With taxes at historic lows and changes c…
Guaranteed Income and Diversification: Building a Bulletproof Retirement Plan
In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart breaks down the Three Bucket Approach to retirement planning. Most retirees focus on stocks and bonds, leaving their savings exposed to …
What Most Advisors Won’t Tell You About Annuities
Are annuities as bad as some people say—or have they just been misunderstood? In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart breaks down the myths and realities surrounding annuities.…
Avoid Penalties: The Smart Way to Access Retirement Funds Before 59½
In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart shares his expertise as the 72(T) Professor, guiding listeners through the often-misunderstood IRS Rule 72(T). Discover how this little-…
3 Critical Retirement Risks You Can’t Afford to Ignore
Welcome to this episode of Wealth Wisdom with Stuart J. Spivak! In this powerful episode, Stuart opens up about the personal story that shaped his approach to retirement planning. Learn how his fathe…
Are You Ready for Retirement? Key Strategies You Need to Know
In this debut episode of Wealth Wisdom with Stuart J. Spivak, Stuart shares insights gained from 36 years of helping clients navigate retirement planning. With a focus on preparing for life’s unexpec…