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Last episode we talked about saying "yes", this week we're talking about saying "No". We discuss when and how to say "no" in a way that protects capacity, prioritizes what matters, and earns respect: https://kitc.es/3JZ0E0I Every "yes" is also an unseen "no" – agreeing to one request today often means turning down (or under-delivering on) a future opportunity or obligation that might be more important. By contrast, saying "no" preserves space for the work, rest, health, and family commitments th
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Last episode we talked about saying "yes", this week we're talking about saying "No". We discuss when and how to say "no" in a way that protects capacity, prioritizes what matters, and earns respect: https://kitc.es/3JZ0E0I Every "yes" is also an unseen "no" – agreeing to one request today often means turning down (or under-delivering on) a future opportunity or obligation that might be more important. By contrast, saying "no" preserves space for the work, rest, health, and family commitments th
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Tax-free retirement distributions sound straightforward until you get into the actual rules. Join Tim Steffen for this Kitces webinar, where Tim will cover five strategies advisors use to get money out of retirement accounts without a tax hit: rollovers, after-tax basis recovery, NUA, Roth withdrawals, and QCDs. Each one has specific conditions, sequencing requirements, and common failure points that can quietly cost clients. ➡️Kitces Members-Register here: https://t.co/v62wP5Vy2K➡️Non-Members-R
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