Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.

Important Links:

Taylor's Website: https://www.fikeadvisors.com/podcast

Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/

Call: 330-264-1100