Where Tax Planning Fits in Retirement Planning, Ep #140

Q: How long is this episode of RETIREMENT MADE EASY?

This episode is 26 minutes long.

Q: When was this RETIREMENT MADE EASY episode published?

This episode was published on April 25, 2023.

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from RETIREMENT MADE EASY · host Gregg Gonzalez

Tax planning is different when you're retired versus during your working years. It also changes from state to state. Some states are more tax-friendly than others. That's why many people retire in Florida, Tennessee, and Texas. Taxes matter in the decisions that we make. However, you can take tax planning too far. In this episode of the Retirement Made Easy podcast, I cover assessing the quality of your assets, why you can't let taxes dictate everything you do, and something to watch out for when you choose a financial planner. You will want to hear this episode if you are interested in... [4:45] Check out RetirementMadeEasyPodcast.com! [6:13] Assessing the quality of the assets that you own [13:34] How are your taxes going to be different in retirement? [15:55] We can't let taxes take over the driver's seat [19:00] Carefully chose who creates your retirement plan Resources & People Mentioned 3 Steps to Retirement Planning Scotty Kilmer's YouTube channel The Best—and Worst—States to Retire To, Ep #53 Connect With Gregg Gonzalez Email at: [email protected] Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts

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Where Tax Planning Fits in Retirement Planning, Ep #140

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How long is this episode of RETIREMENT MADE EASY?

This episode is 26 minutes long.

When was this RETIREMENT MADE EASY episode published?