In this episode of Redefine Retirement hosted by Ryan Wheless, guest Joe Wilson, founder of Omega Wealth Private Capital, reveals the hidden “tax bombs” that could devastate your retirement if you don’t plan ahead. With over 20 years in financial services, Joe brings a jargon-free, client-first approach to retirement planning, making complex strategies simple and actionable.The discussion covers essential strategies for building a retirement that lasts, including how to balance multiple savings vehicles, the pros and cons of Roth vs. Traditional IRAs, and the best ways to structure portfolios for different life stages. Joe also unpacks Social Security misconceptions, how to replace disappearing pension income, and why tax planning is the single most overlooked — yet most powerful — tool for protecting your wealth.Learn more and connect with Joe at: https://www.omegawealthpc.comSubscribe to our YouTube Channel: ⁠⁠@RedefineRetirementFollow Allied Wealth on Instagram: @allied_wealthVisit the Allied Wealth website to learn more: https://alliedwealth.com/PRODUCED BY IRONCLAD

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