Don Anders sits down with retirement and tax experts Marty Ruby and Becky Swansburg to discuss the importance of reducing taxes in retirement. We discuss how the new CARES Act stimulus package has put tax planning at even higher of a priority, and how advisors can leverage tax planning software to help their clients convert money from taxable accounts to tax-free accounts.

Marty Ruby founded Stonewood Financial to provide financial advisors with Software and Marketing support around reducing their client's and client's beneficiaries tax liabilities.

Becky Swansburg is Marty's daughter and she comes from a political background. Becky brings a unique perspective from working inside of Washington, DC on where taxes are going in the future.

For more information on Stonewood Financial's software and marketing tools, visit their website here: https://www.stonewoodfinancial.com/

If you're interested in learning more about using our Turn-Key webinars with Marty and Becky visit our website: https://www.advisorsplatform.com/

As always, visit the Marketing For Financial Advisors Podcast page for show notes and other information: https://mfapodcast.com/