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Healthy, Wealthy, & Wise Retirement Podcast

Jun 29, 2021

Tax planning plays a critical role in the success or failure of every retiree's plan. With that said, retirees more often than not look in the wrong places for this advice.

Listen in, as we discuss how your CPA and even your financial advisor are likely giving you what we call "rearview mirror tax advice."

Tax Illustration 

9 Retirement Questions

What is a Fiduciary?

About Me

For questions, comments, or to receive your own complimentary RETIREMENT READINESS ANALYSIS, feel free to reach out to Loren at 


For more resources discussed on the show, visit: