Tax Savvy Strategies

03/08/2025 50 min
Tax Savvy Strategies

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Episode Synopsis

Shawn shares practical advice on building resilient retirement strategies, including the importance of annual and quarterly plan reviews, how diversified investments help fight inflation, and the critical role of “mailbox money” — consistent, reliable income in retirement.Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.