In this episode of The Retirement Matters podcast, we dive deep into some of the questions you've shared as a listener—or maybe even as a viewer of our TV shows. Whitney Eubank joins us to unpack a few key questions that many of you have encountered on your path to retirement. She even touches on some things you might not have considered yet. We tackle four big questions in this episode, all connected by one common theme: tax planning.
With just about 12 to 14 months left to make adjustments before the expiration of the Trump tax cuts, now is the time to review and refine your tax plan. This is an essential topic for anyone looking to build a secure retirement, so if you need any help or haven't started a retirement plan yet, reach out at 270-600-PLAN.
As always, we start with a focus on the positive. This week's positive focus is all about staying steady on your journey and trusting the path that's been laid out for you. Keep moving forward with faith, knowing you're working toward your goals.
If you have questions, give our team a call! 270-600-PLAN We're here to help!
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Always remember to Save Money, Plan Well and Live Happy in retirement.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
