The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb

from Take Point on Retirement · host Erick Arnett

On this week’s show, Erick welcomes Susie Carey to discuss the importance of having a legal plan for you and your family’s future. In segment two, Erick explains how to defuse the retirement tax bomb inside your portfolio and details how to convert money into tax-free accounts. For more information, visit Erick at TakePointWealth.com Call Take Point Wealth Management at (352) 616-0511

Episode metadata supplied by the publisher feed · Published Mar 3, 2023

Embed this episode

Attribution link and audio player

Ready to play

The Importance of Legal Planning and How to Disarm Your Retirement Tax Bomb

0:00 57:30

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of Take Point on Retirement?

This episode is 57 minutes long.

When was this Take Point on Retirement episode published?

This episode was published on March 3, 2023.

Can I download this Take Point on Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!