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Smart + Proven Tax Strategies for Retirees.


Ever wondered how to save on your retirement tax bill and maximize the amount of income you can generate from your portfolio?
You’re in the right place.

Smart + Proven Tax Strategies for Retirees.


Ever wondered how to save on your retirement tax bill and maximize the amount of income you can generate from your portfolio?
You’re in the right place.

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Start Here


Why I Started Motion Retirement
(And What You'll Learn Here)


Start Here


Why I Started Motion Retirement
(And What You'll Learn Here)

What hidden retirement tax trap can we solve for this week?

What hidden retirement tax trap can we solve for this week?


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Hi, I'm Josh 👋


A CERTIFIED FINANCIAL PLANNER® and Partner at an award-winning retirement firm.After helping over 500 retirees navigate their most important financial decisions, I noticed something: the best advice was getting lost in jargon and product pitches. That's why I started Motion Retirement.My goal is simple: turn complex retirement strategies into clear, actionable videos that actually help. I specialize in tax optimization, Social Security planning, charitable giving, and withdrawal strategies—the stuff that can make or break your retirement years.

Hi, I'm Josh 👋


About

A CERTIFIED FINANCIAL PLANNER® and Partner at an award-winning retirement firm.After helping over 500 retirees navigate their most important financial decisions, I noticed something: the best advice was getting lost in jargon and product pitches. That's why I started Motion Retirement.My goal is simple: turn complex retirement strategies into clear, actionable videos that actually help. I specialize in tax optimization, Social Security planning, charitable giving, and withdrawal strategies—the stuff that can make or break your retirement years.


Deep Dives


Retirement is too important for surface-level advice. That’s why our Deep Dives go beyond quick tips and headlines.

Deep Dives


Retirement is too important for surface-level advice. That’s why our Deep Dives go beyond quick tips and headlines.


See more



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Blog


Proven Strategies. No fluff.

Blog


Proven Strategies. No fluff.

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See more


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Educational Disclaimer


Last updated: 09/18/2025

This website is for informational and entertainment purposes only. It is in no way a solicitation or offer to sell securities. This site is not engaged in rendering legal, financial, or other professional services.While the site attempts to ensure that the content is timely and accurate, it makes no representations or warranties with respect to the accuracy or completeness of the content. This site specifically disclaims any responsibility for any liability, loss, risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the contents of this site.Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Past performance may not be indicative of future results.Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.Diversification does not guarantee a profit nor is it guaranteed to protect assets

Privacy Policy


Last updated: 09/18/2025

Motion Retirement operates at MotionRetirement.com (the “Site”). This page informs you of our policies regarding the collection, use, and disclosure of Personal Information we receive from users of the Site.We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy.INFORMATION COLLECTION AND USE
While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include but is not limited to your name (“Personal Information”).
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Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.SECURITY
The security of your Personal Information is important to us, but remember that no method of transmission over the internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.
CHANGES TO THIS PRIVACY POLICY
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