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Healthy, Wealthy, & Wise Retirement Podcast

Nov 16, 2021

What is tax harvesting and why are so many retirees and financial planners alike failing to implement this into their planning? More importantly, how could a good tax harvesting strategy impact your retirement? 

Listen in, as we tackle these questions and much more!

Previous tax-related episode mentioned in today's talk: Taxes in Retirement Workshop

What is a Fiduciary?

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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 

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Additional Resources Discussed on the Show

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