Learn from David Wanja, CFP®, Financial Advisor with Financial Synergies Wealth Advisors, on the important tax considerations with retirement planning.
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For more info on David and his services, check out his website: https://www.finsyn.com/team/david-wanja/
00:00 Intro
00:32 Why the financial planning career?
01:43 3 tax buckets for money
04:40 Financial order of operations
06:26 Debt strategies
06:59 Prepay mortgage vs invest
09:56 Advice for younger clients
12:13 Emergency funds
14:45 5-10 years prior to retirement
16:53 Target date funds
17:47 At retirement
21:02 Final thoughts
21:25 David's contact info
Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.
