The Intentional Exit

The Intentional Exit Watch Episode 10 👇
https://www.youtube.com/watch?v=aiVbNTIVgMU

06/04/2026

Rebecca uses a highway analogy in Episode 10 that I haven't been able to stop thinking about.

Imagine every income source you have in retirement as a lane of traffic -- pension, Social Security, IRA distributions, rental income, capital gains.

Now imagine they all merge at the same intersection at the same time.

That's tax stacking.

And the traffic jam pushes your tax bracket higher than it's ever been.

Is your retirement plan built for that?

Find out: https://www.leadershiplegacypro.com/resources/ -score

06/04/2026

Here's a number that should get your attention:

In 2017, you would have paid 28% on income that is taxed at 22% today.

That 6% difference may not sound dramatic at first—but over time, it can represent thousands or even tens of thousands of dollars in tax savings opportunities.

The Jobs Creation Act didn't create these tax rates forever. It simply lowered them and extended the current brackets.

Today's rates are an opportunity—not a guarantee.

If you're not evaluating your retirement tax strategy while this window is open, you may be missing one of the most important planning opportunities available today.

Episode 10 explains exactly how tax brackets changed, why it matters, and what retirees should be considering right now.

https://www.leadershiplegacypro.com/resources/ -score

06/03/2026

Episode 10 of The Intentional Exit is now live.

This week's topic: Tax Stacking — the retirement trap most people never see coming.

Many people assume they'll be in a lower tax bracket once they retire. But when Social Security, IRA withdrawals, pensions, investment income, and other sources all begin at the same time, the opposite can happen.

That's tax stacking.

In this episode, Rebecca Schriver explains why this happens, how it impacts retirement income, and what steps you can take while you still have planning options available.

Listen now on YouTube or Spotify and take your free Retirement Score:

https://www.leadershiplegacypro.com/resources/ -score

06/03/2026

Most people trust their CPA to handle their taxes. And for today, that's fine.

The problem is what happens in retirement, when every deduction you've kicked down the road starts showing up all at once.

Pension income. Social Security. IRA distributions. Capital gains. Rental income.

That's tax stacking.

And it's one of the most overlooked reasons retirees end up paying more in taxes than they expected.

Episode 10 of The Intentional Exit drops Wednesday, where we break down exactly what tax stacking is, why it happens, and how to plan around it before it becomes a costly problem.

06/02/2026

Did you know your tax bracket in retirement could be higher than when you were working?

Most people assume retirement means lower taxes.
It doesn't -- not if you have multiple income streams hitting at the same time.

This is called tax stacking, and Episode 10 of The Intentional Exit drops Wednesday.
Before you tune in, find out where your retirement actually stands:https://www.leadershiplegacypro.com/resources/ -score

06/02/2026

Fashionably late works for dinner parties.

It does not work for retirement.

Every year you wait is a year the window gets smaller and the cost gets bigger. Get your keys. Buckle up. Put yourself in drive.

Episode 9 of The Intentional Exit is live now -- go watch it: https://youtu.be/RM1Qxc1Kmt8?si=uZX1aAZ1Ea05xVZX

06/01/2026

2 years of research. 1 hour with our team. 3 speed bumps he didn't know about.

You're brilliant at what you do. This is what we do.

New episode drops tomorrow. Follow so you're there.
🔧https://www.leadershiplegacypro.com/

05/31/2026

Are you asking the wrong question about your retirement money?

Right now, thousands of people are moving their money out of the market out of fear. But Rebecca Schriver says that panic-driven decisions are exactly what costs people their retirement.

The real question isn't "should I pull out?" — it's "am I positioned correctly for my time horizon?"

In Episode 4 of The Intentional Exit, Rebecca covers:
- How to determine the right level of risk for YOUR stage of life
- Why structure matters more than whether you're in or out of the market
- How taxes, inflation, and national debt affect your long-term success

If you're 5–15 years from retirement and questioning what to do right now, this episode is for you.

Watch Episode 4 here: https://youtu.be/MtaVGKQbmPQ?si=dJmQY4OYzDugca83

05/30/2026

Here's a retirement question most people never think to ask:

Does it actually matter how much money you have saved?

Before you say yes — consider this: two people can retire with the exact same amount
of money and have two completely different outcomes. One runs out. One doesn't.

The difference isn't the number. It's the distribution phase —
how that money is structured to pay you every single month for the rest of your life.

Most people spend decades focused on accumulation — saving, investing, growing the bucket.
But very few people plan for how to actually use it once they stop working.

That's exactly what we dig into in Episode 1 of The Intentional Exit.
If you've ever wondered whether your retirement savings will actually be enough,
this episode will make you think differently.

Go watch it here: https://youtu.be/FrN393ktDyo?si=6sCwNjBUAcA7bm6d

What number have you always assumed you needed to retire?
Drop it in the comments — we'd love to talk through it. 👇

🎙️ Follow The Intentional Exit Podcast for more.

05/30/2026

What if you retire early? What if your spouse stayed home? What if there's a health event? What if the market drops year 1?

You don't deal with enough what-ifs to see the whole picture on your own. Rebecca does — every day.

That's exactly why you work with someone who lives this.

🔧https://www.leadershiplegacypro.com/

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