Tax-Free Retirement: A Hot Topic in Planning Right Now

It is becoming increasingly popular for financial planners to use the promise of a tax-free retirement as a way to attract clients. Today, Paul exposes this as a marketing tactic and tries to offer some insight into the U.S. tax system and tax diversification. Listen along to hear how financial plans get pulled in the wrong direction when avoiding taxes is your primary concern.

 

Later in the episode, Paul talks about the potential applications of AI in the world of medicine and how unexpected advances in technology spark incredible changes in the cost of doing business that move the world forward. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.