Managing Debt and Taxes in Retirement - March 29, 2025

31/03/2025 35 min
Managing Debt and Taxes in Retirement - March 29, 2025

Listen "Managing Debt and Taxes in Retirement - March 29, 2025"

Episode Synopsis

David and Mark dive into the importance of managing debt and taxes for a smoother retirement. They'll discuss how to make your money last longer and why having a sound financial plan is crucial. Plus, tips on optimizing Social Security and dealing with the national debt.For more infomation on retirement planning, visit nicholaswealth.com!Prepare for tomorrow, today. David Nicholas, founder and president of Nicholas Wealth Management, has been serving clients as a financial advisor for two decades.You've worked hard to build wealth for you and your family. Let David and his team guide you to and through retirement!Listen to Retire Ready with David Nicholas, Saturdays at 1 P.M. and 6 P.M.For more infomation on retirement planning, visit nicholaswealth.com!Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.