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Retired-ish
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Minimizing Your Lifetime Tax Bill Early in Retirement
Released Monday, 18th December 2023
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Minimizing Your Lifetime Tax Bill Early in Retirement
Minimizing Your Lifetime Tax Bill Early in Retirement
Monday, 18th December 2023
Good episode? Give it some love!
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Retired-ish
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve!This educational podcast was created to provide you with confidence in your retirement planning decisions.Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning firm for retirees, Planable Wealth.In each episode, Cameron shares actionable ideas and strategies to help you Simplify Investing, Reduce Taxes, & Grow Your Net Worth, so you can retire on your terms!Cameron will answer some of the top concerns of retirees including: How can I potentially pay less in taxes to the IRS? How can I better preserve my retirement nest egg and draw a sufficient income? How can I simplify my investments? How can I keep more wealth in the family?Cameron also takes a deep dive into more complex issues retirees face regarding retirement income, estate planning, Medicare, Social Security and more!Retirement doesn't have to be a means to an end. To be Retired-ish means to have the CONFIDENCE and FREEDOM to spend your time on what matters most, and retire on your terms! Cameron believes this can be achieved through well-designed financial planning that adapts to life's unknowns.Find more information about Cameron or ask a question you would like answered on the podcast by visiting retiredishpodcast.comWant even more detailed retirement planning insights? Join our monthly Retired·ish Newsletter!
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retiredishpodcast.com
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