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Healthy, Wealthy, & Wise Retirement Podcast

Apr 5, 2022

In this episode, we talk through 5 tax planning opportunities, but to keep things from getting too dense, I share a few stories to help make these concepts stick.

And as a special bonus for this episode, my gift to you is a complimentary tax report personalized for you. This is a one-time offer, so while we won't be able to do this every year, if you follow the link below, you can create an account then upload your most recent tax return into your "Vault."

Create Account to Upload Tax Return

Holistiplan Video- 5 Tax Opportunities 

Tax Harvesting Newsletter

Tax Harvesting Podcast Episode


And as always, find more info about myself, our firm, and other resources below: 

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at 


Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube