What if your retirement plan is quietly leaking money through taxes you didn’t plan for?In this episode, Brigette Engstrom dives into the often-overlooked but critical role of tax planning in retirement. The conversation explores how proactive strategies can help reduce tax burdens, from choosing tax-efficient investments to understanding how different income sources are taxed. You’ll also hear insights on how charitable giving is evolving as a strategic tool, and why a one-size-fits-all approach won’t cut it. Whether you're nearing retirement or advising others, this episode underscores the importance of tailoring a tax plan to your unique financial landscape. Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch FinancialSee omnystudio.com/listener for privacy information.

Ver todos los episodios