When it comes to Tax Prep versus Tax Planning? Hands down, planning is king!
Host Josh Bretl, founder of FSR Wealth, is showing us the difference between putting together the info we need to file our taxes (always a short-term nuisance!) and positioning ourselves to minimize what we actually owe when April 15th rolls around (a long-term proposition).
As you’ll learn on this episode of Retirement Equals Freedom, whatever stage of life you’re in – from raising young kids to enjoying those golden years – there are important tax implications. It’s about creating a proactive (and tax efficient!) strategy for investing, drawing down and managing your assets all along the way.
Find out how IRAs, 529s, HSAs, RMDs, 401ks – the whole alphabet soup – are part of a holistic, tax-savvy vision for your abundant future!
The show wraps with a quick-fire round of – you asked for it! – “Get to know Josh and Dave” (with apologies to Dave’s mother and Bambi) as well as a DR2R that is more deep dish (pizza) than deep thoughts.
Speaking of deep thoughts, some of the subject matter we tackle can get pretty complex. If you’re wondering whether now is the time to consider hiring a professional, don’t miss our next episode! Josh will be running down the list of things to look for in a qualified financial planner.
Episode Extras
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Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with Josh. When it comes to living your best life, it’s never too early to get started!
041: Annuities Part 2 - Because Some Is Never Enough!
040: What’s Annuities Got to Do With It? - Part 1
039: Choosing the Right Retirement Financial Advisor: A Checklist for Success
037: Waking Up to Bank Failures and What It All Means
036: De-Mystifying Medicare - Part 2
035: De-Mystifying Medicare - Part 1
034: FSR’s Mic Drop Mission Statement 2.0
033: Tax Challenges Are Unavoidable. But There Are Solutions!
032: Don’t Let Tax Drag Drag Your Investments Down!
031: SECURE Act 2.0 for Retirees – What You Need to Know!
030: Fun With 401k Plans - America's Greatest Savings Tool!
029: Your Annual IRA Contributions – When, Why & How Much!
028: 4 Things to Know Before Claiming Social Security (Part 3)
027: When Should You Claim Social Security? (Part 2)
026: Getting the Lowdown on Social Security (Part 1)
025: Factoring Longer Lifespans into Retirement Security – and Fun!
024: 2022 Year-End Financial Planning
023: What are Some Bond Alternatives?
022: All About Inflation Fighting I Bonds
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