Posts Tagged ‘tax strategy’
Episode 101: End-of-Year Financial Planning
A lot has happened this year, particularly in the past few weeks. As 2021 approaches, how do we need to prepare? What’s significant about changing from one year to the next? What financial moves do you need to make now?
Read MoreEpisode #16: Are You Flirting With Disaster?
You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you’ll want to visit with your financial advisor as soon as possible.
Read MoreEpisode #15: Real Advising Is Problem-Solving
Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.
Read MoreEpisode #5: Taxes In Retirement
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
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