Episode 140
Retirement Tax Talk & Client Circle Guest Joyce
Protecting Your Assets with Steve Shyman · Steve Shyman
February 24, 202451m 3s
Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. Happiness 401K has become a staple on the show, because we all want to find our happy. Client Circle guest this week is Joyce.
If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website.
Retirement, Planning, Roth, IRA, TSP, Saving, Taxes
See omnystudio.com/listener for privacy information.
Topics
retirefinancebusinessmoneyretirementplanningretirementfinancialfreedominvestmententrepreneureconomylifestylefinancialadvisorstockmarketstockswealthinvestsuccessrealestateinvestorannuitiesbondspersonalfinancefinancialliteracywallstreetsmallbusinesscreditentrepreneurshipsocialsecurityincomeinflationrecessionfinancetipscreditrepairfinancialplanningcashtaxgoalsbusinessownerdebtfreeinsuranceloansmillionairefinancialcreditscoreluxurybankingfinancialindependencerichtaxespassiveincome