Hey friends, We're back! After pushing pause for 6 months, we are back and better than ever. I have my colleague, Matt Higbie, CFA, CFP joining us. Today's episode touches on tax strategies that are overrated. Thanks for listening! To learn more, visit: <a href= "https://birchwoodcapital.com/">https://birchwoodcapital.com/</a> https://birchwoodfamilyoffice.com/

Hey friends, We're back! After pushing pause for 6 months, we are back and better than ever. I have my colleague, Matt Higbie, CFA, CFP joining us. Today's episode touches on tax strategies that are overrated. Thanks for listening! To learn more, visit: https://birchwoodcapital.com/ https://birchwoodfamilyoffice.com/

Hey friends, We're back! After pushing pause for 6 months, we are back and better than ever. I have my colleague, Matt Higbie, CFA, CFP joining us. Today's episode touches on tax strategies that are overrated. Thanks for listening! To learn more, visit: <a href="https://birchwoodcapital.com/" rel="noopener noreferrer">https://birchwoodcapital.com/</a> https://birchwoodfamilyoffice.com/

Don't Do These Overrated Tax Strategies

What are the real financial strategies retirees need to know to make their retirement successful?

Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.

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What are the real financial strategies retirees need to know to make their retirement successful? Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.

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Don't Do These Overrated Tax Strategies

Don't Do These Overrated Tax Strategies