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This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement?
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
By Retirement Architecture4.9
1818 ratings
This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement?
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.