Por: Phillip Smith

The Perfect Retirement Plan? is a bi-weekly podcast for people close to retirement or recently retired who want clear, tax-smart guidance without jargon. Host Phillip Smith, CRPC®, AIF® – financial planner at Tidepool Wealth Strategies – mixes dad-level humor, real stories, and step-by-step advice to help you:Turn savings into a dependable retirement paycheckCut lifetime taxes with smart timing and Roth strategiesProtect family wealth from market shocks and life’s what-ifsKeep investments flexible as priorities evolveEach concise episode ends with an action you can take right away – because when you're about to retire, the perfect retirement plan for you is the one you act on.Learn more and connect Website: https://www.tidepoolwealth.com LinkedIn: https://www.linkedin.com/in/tidepoolwealth/ Email: [email protected] now and start planning your next chapter with clarity and confidence – whether you’re just about to retire and researching retirement strategies, or recently retired and focused on retirement planning.################################################################//Disclosures://This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies, Cetera Wealth Services, LLC, or Cetera Investment Advisers, LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities are offered through Cetera Wealth Services, LLC, member of FINRA and the S I P C. Advisory services are offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 

36 episodios disponibles