See the Forest Through the Trees
85K subscribers
Retirement planning, Social Security strategy, Roth conversions, and retirement tax planning are explained clearly for retirees, pre-retirees, and business owners. Hosted by Colin Exelby, CFP®, founder of Celestial Wealth Management and creator of See the Forest Through the Trees, this channel focuses on helping people make smarter retirement and financial decisions through tax-aware planning, long-term thinking, and real-world retirement strategies. It's designed for people approaching retirement, already retired, or seeking greater financial clarity around Social Security, taxes, retirement income, and wealth planning. New episodes released regularly. This channel is solely for educational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Celestial Wealth Management unless a client service agreement is in place.
IRS Releases NEW 2026 Tax Brackets - What Retirees & Seniors Need To Know
See the Forest Through the Trees · 85K views · 3 months ago
Retirement Taxes by State: 5 Best and 5 Worst for 2026
See the Forest Through the Trees · 418K views · 4 months ago
5 Eye-Opening Lessons Every New Retiree Learns
See the Forest Through the Trees · 19K views · 1 year ago
The 50% Social Security Spousal Benefit: Why You Can’t Collect Both
See the Forest Through the Trees · 9.3K views · 7 days ago
5 Years Out From Retirement? Here’s What You Must Do Now
See the Forest Through the Trees · 236K views · 1 year ago
Give Me 10 Minutes and I'll Make You Confident Enough to Retire
See the Forest Through the Trees · 5.2K views · 3 months ago
Retirees, Stop Paying Cash for Your Car - The Real Reason
See the Forest Through the Trees · 99K views · 2 weeks ago
The Savings Dilemma: The Secret Struggle of Most Retirees
See the Forest Through the Trees · 199K views · 1 year ago
Vanguard Says You’re Probably Investing Too Aggressively
See the Forest Through the Trees · 113K views · 5 months ago
Why Retirees End up Paying MORE in Taxes
See the Forest Through the Trees · 1.1K views · 5 months ago
The Retirement Tax Trap Most Retirees Don't See Coming
See the Forest Through the Trees · 1.6K views · 3 months ago
Retiring Soon? Here’s What to Do With Your 401(k)
See the Forest Through the Trees · 98K views · 9 months ago