In this episode of Retire TruNorth Radio, where the TruNorth Advisors team uncover why having multiple financial “quarterbacks” often leads to hidden inefficiencies in retirement.

Many retirees have strong investments, but weak coordination. Your 401(k), IRA, Social Security, Medicare, taxes, and estate plan should all work together under one strategy. Without it, small gaps can quietly cost you thousands every year in unnecessary taxes and higher premiums.

If you’ve saved $200,000 or more for retirement, now’s the time to see how much further your money could go with a coordinated plan. Schedule your complimentary retirement analysis today.

📞 Call 864-800-1831 or visit retiretrunorth.com to get started.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠ ⁠www.retiretrunorth.com⁠⁠ or call 864-800-1831.