Episode 4 - Don't Ignore Tax Planning in your retirement plan

from On Course Financial - Charting your Financial Future · host Chris Brumlow

The podcast introduces On Course Financial and its focus on providing clarity and confidence in financial decisions. It then delves into the importance of tax planning in retirement, highlighting the impact of tax-deferred accounts, unforeseen tax implications, and the significance of tax location. The difference between tax planning and tax preparation is also discussed, emphasizing the controllable risk of taxes in retirement.TakeawaysTax planning is crucial for retirementTax location impacts after-tax incomeChapters00:00 Introduction to On Course Financial05:44 The Importance of Tax Location in Retirement Planning

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This episode is 11 minutes long.

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This episode was published on December 30, 2025.

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