Preserving Your Retirement from Taxes - June 29, 2025

What this episode covers

We all know we need to file our taxes every year, even though it can be overwhelming and complicated. But here’s a more proactive approach pre-retirees should take.Learn more at Staton Financial GroupAdvisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.Contact Scott today - Staton Financial GroupEach week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more. Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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Frequently Asked Questions

How long is this episode of Saving for Saturday?

This episode is 54 minutes long.

When was this Saving for Saturday episode published?

This episode was published on June 30, 2025.

What is this episode about?

We all know we need to file our taxes every year, even though it can be overwhelming and complicated. But here’s a more proactive approach pre-retirees should take.Learn more at Staton Financial GroupAdvisory services are offered through Coppell...

Can I download this Saving for Saturday episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.