Por: Garrett Crawford, CFP® and Adam Reed

An educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping High-Net-Worth retirees navigate the complexities of tax planning. Our conversations are specifically for families with between $2M-$8M in assets, where an integrated strategy for your tax return, investments, and long-term goals is critical. We explore advanced topics like Roth conversions, RMDs, and charitable giving to help you manage your wealth with confidence.

10 episodios disponibles