Mailbag Episode: Real Questions on Taxes, Real Estate & Retirement Planning

What happens when real-life financial questions don’t have simple answers?

In this episode of Something More with Chris Boyd, Chris and Russ Ball open the mailbag to tackle some of the most common—and often misunderstood questions from clients and listeners.

From fixing excess Roth IRA contributions to navigating the complexities of a 1031 exchange, this episode walks through real-world scenarios that can have meaningful financial consequences if handled incorrectly. Along the way, they break down the rules, timing requirements, and potential pitfalls that investors need to be aware of.

The conversation also shifts to a more personal and increasingly common challenge: what to do if you’re approaching retirement with limited savings. Chris and Russ explore practical strategies for improving your position, including adjusting spending, evaluating housing choices, and considering part-time work to strengthen your long-term outlook.

At its core, this episode is about clarity, flexibility, and informed decision-making. Whether you’re dealing with a tax issue, evaluating real estate strategies, or simply trying to figure out your next step financially, this discussion offers grounded, actionable insight.

If you’ve ever wondered “What should I do in this situation?” this episode is for you.

#FinancialPlanning #TaxStrategy #RetirementPlanning #WealthManagement #Investing #AdvisorInsights