• Don't Let Taxes Ruin Your Retirement | The Retirement Planner Podcast Ep. 1

  • Jan 27 2025
  • Length: 33 mins
  • Podcast

Don't Let Taxes Ruin Your Retirement | The Retirement Planner Podcast Ep. 1

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  • Summary

  • Welcome to The Retirement Planner Podcast! In our first episode, Certified Financial Fiduciary Don Chamberlin talks with Dave Alison, founding partner of Clarity 2 Prosperity Enterprises, about the taxes in retirement. They discuss tax-efficient funnels, the widow's penalty, tax planning in retirement, and the order of money.

    Watch the full episode to learn more about how to define your retirement dreams and make them happen! Click ⁠here⁠ to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary!
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