Think you know how taxes work in retirement? Think again. In this episode, Brigette Engstrom unpacks the often-misunderstood world of retirement taxation—where tax brackets aren’t always what they seem, and income sources like Social Security, pensions, and investments can trigger unexpected consequences. She breaks down how tax-free income options and proactive planning can make a real difference, and why ongoing strategy—not one-time decisions—is key to keeping more of what you’ve earned. It offers a candid look at the financial realities that many retirees overlook. Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial  See omnystudio.com/listener for privacy information.

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