• The Three Types of Money

  • Feb 28 2025
  • Length: 51 mins
  • Podcast

The Three Types of Money

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  • Summary

  • Alan discusses the critical aspects of retirement planning, focusing on the three types of money in the USA: taxable, tax-deferred, and tax-free. He emphasizes the importance of tax planning and the need to shift towards tax-free income sources as individuals approach retirement. Alan also highlights the necessity of having a solid financial plan to avoid unnecessary taxes and fees, and he encourages listeners to create a detailed budget for their retirement expenses. The conversation concludes with a reminder of the importance of learning from historical financial lessons to avoid repeating past mistakes.

    Reach Alan at 800-779-3319.

    Top Gun Financial Planning

    www.alankifer.com

    Support the show: https://www.alankifer.com/

    See omnystudio.com/listener for privacy information.
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