The unthinkable events of the past week with the fires here in Los Angeles have caused many to reflect somberly about the steadiness of their financial future, how quickly everything could change, and how to create certainty in times of uncertainty.
While today’s episode was recorded before the destruction caused by the wildfires, we’re discussing matters that are especially relevant now, and this episode just might change the way you think about taxes, financial planning, and securing your future.
In today’s episode I sit down with David Hyden, Certified Master Mentor for Circle of Wealth, and founder of Retirement Tax Advisors, who’s sharing insights you can’t afford to miss—literally.
Whether you’re nearing retirement, newly starting to think long-term, or simply shaken up by the events of this past week, this conversation is packed with actionable steps to protect your wealth and your peace of mind.
🎧 Tune in to discover:
⚡️ Why waiting to “deal with taxes later” could be the most expensive mistake of your retirement—and how to fix it before it’s too late
⚡️ Invaluable tips on selling highly appreciated assets—without getting slammed by capital gains taxes
⚡️ Why conventional advice about Roth conversions might be wrong—and David’s smarter, more strategic approach
⚡️ The unexpected connection between tax planning and your quality of life in retirement—plus, how a proactive strategy could save your future
Beyond just another podcast episode, this can serve as your step-by-step guide to a smarter, more stress-free financial future. David’s expert tips bust myths, shift mindsets, and arm you with knowledge to take control of your financial destiny.
Make sure to listen to the full episode, and don’t forget to share it with friends who could use a little (or a lot of) financial clarity.
About the guest
David Hyden is President and Founder of Retirement Tax Advisers located in McKinney, Texas. As a Retirement Tax Consultant, David specializes in strategies for reducing or eliminating taxes in retirement, as well as reducing current taxes on the sale of highly appreciated assets.
David holds special certifications as a Certified Financial Fiduciary® (CFF®), National Social Security Adviser® (NSSA®), College Funding Adviser and as a Master Mentor for Circle of Wealth. Recently, he was invited to join Million Dollar Miner, an elite group of senior advisers. He is also a co-author of the latest edition of the best-selling book Crash Proof Wealth and contributing author for The Top Seven 401k Retirement Mistakes.
Resources
Retirement Tax Advisers Website: https://retirementtaxadvisers.com/
Million Dollar Miner | Financial & Retirement Planning | Fishers Website: https://www.milliondollarminer.com/
