Episode 86
Tax-Smart Investing Strategies If You're Nearing Retirement
The Retirement Playbook · John Croze, John Goodhue
October 20, 202555m 26s
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Show Notes
In this episode Jeff and Coach Croze discuss tax-smart investment strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach used by APO Financial.
Topics
investingretirement planningtaxes