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Healthy, Wealthy, & Wise Retirement Podcast


Sep 7, 2021

Today, I'm sharing a bit longer episode with you, as this is typically a presentation I go over with retirees at an in-person seminar. At the end of our in-person events, we have Q & A time set aside, where you can share your thoughts and ask questions. I encourage you to still do so via my email linked below.

This talk is broken up into three separate parts. First, we briefly look at our current tax outlook from a wide lens. Second, we take a look at what future taxes may look like under the Biden administration. And third, discuss what you can do to prepare yourself for whatever the future may hold.

What is a Fiduciary?

About Me

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

You can also find Loren at shermanl@integrityguidance.com 

 

For more resources discussed on the show, visit: https://healthywealthywiseretirement.com/