The RetireReady Podcast

Episode 013: Tax-Efficient Retirement & Legacy


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With Tax Day right around the corner, there's no better time to talk strategy. Join Aaron Jones, CPA, and Ashlin Smith as they discuss both immediate steps and long-term strategies to help you build a more tax-efficient retirement. From smart withdrawal tactics to minimizing your overall tax burden, they'll share practical tips that could help you keep more of what you've earned. They'll also dive into tax-efficient legacy planning—how to pass on your wealth without leaving behind a heavy tax bill—and explore how Social Security fits into the bigger picture. Whether you're already retired or just starting to plan, this episode is full of insight to help you retire ready.

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The RetireReady PodcastBy Nicholas Wealth Management