Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=lpHN_rNWgY9aOnbr
7 To-Dos After Selling Your Business With Jason Gordo - https://youtu.be/8HSzNuAQMFw?si=etfnHHa-8CW-0zff
Assest Location - The Three Tax Buckets - https://youtu.be/V6WM3iE0iow?si=GTIfx1T-sBLTqub-
Tax Strategies for High Income Earners - https://youtu.be/8S6Dc9TqMVc?si=LiDRpAWWK-7MKIGL
2025 Withdrawal Strategy for Retirement - https://youtu.be/8P8E95_287s?si=M2t34oc0xlz3u-HV
What If the Tax Cuts and Jobs Act Isn't Extended - https://youtu.be/xLhyzKOMv14?si=d1SF_JNgIVcjCK0j
Family Matters: A Multigenerational Outlook on Financial Planning - https://youtu.be/l-3EuHowS1o?si=V8xP1aXxLJ1T4Vzv
5 Key Estate Planning Items to Address - https://youtu.be/Q_alVikgn6c?si=WCoLFj-9yIOZ3DBm
Articles:
Tax Reduction Strategies: https://bit.ly/3HzacOB
Roth Conversion Case Studies: https://bit.ly/4l3IqZ2
Tax Advantages of HSAs With Marty James: https://bit.ly/4kBLtrz
What is probate and why should I avoid it: https://bit.ly/4l1TOVg
What is a living trust and do I need one: https://bit.ly/4l19GY3
Estate Planning Mistakes to Avoid with Tim Denker: https://bit.ly/4kvDsEp