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EPISODE · Jun 2, 2022 · 5 MIN

Transitioning to Retirement

from iWealth Podcast · host iWealth

Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Episode metadata supplied by the publisher feed · Published Jun 2, 2022

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Transitioning to Retirement

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