Tips & Traps: What You Need To Know About Taxes (Ep. 29)

Retire To A Life You Love® with Michelle Gessner, CFP®
12/06/2025 29 min
Tips & Traps: What You Need To Know About Taxes (Ep. 29)

Listen "Tips & Traps: What You Need To Know About Taxes (Ep. 29)"

Descargar episodio Ver en sitio original

Episode Synopsis

Join Michelle Gessner, CFP®, for smart tax tips that can help you avoid costly mistakes and take advantage of smart planning opportunities. While taxes may not be everyone’s favorite topic, Michelle emphasizes that education is crucial to make the most of what the system offers, especially when it comes to retirement planning. Gain insight as …

More episodes of the podcast Retire To A Life You Love® with Michelle Gessner, CFP®

Avoid These Costly Mistakes When Selling Your Home (Ep. 32) 09/10/2025
What You Need To Know About the One Big Beautiful Bill (Ep. 31) 28/08/2025
LGBTQ+ Legal Planning: Protecting Your Rights if Marriage Equality Is Overturned (Ep. 30) 10/07/2025
Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28) 08/05/2025
Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27) 10/04/2025
You Got Laid Off – Now What? 10 Important Steps to Take (Ep. 26) 13/03/2025
How To Find the Right Financial Advisor (Ep.25) 16/01/2025
Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24) 12/12/2024
How Are My Social Security Benefits Taxed? (Ep. 23) 14/11/2024
Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22) 10/10/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA