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New Perspective Financial episodes
- The differences between tax filing and tax planning for retirement
Taxes can be your biggest expense in retirement. Tayvon Jackson explains how he helps his clients create a tax strategy as they more into their new chapter.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
5 min - How do QCDs help with taxes?
Tayvon Jackson explains how he helps his clients at New Perspective decide whether using a Qualified Charitable Deduction could help their future tax picture.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
5 min - How taking Social Security earlier affects your overall retirement plan
You have options when it comes to taking your Social Security. But which age will be best for you and how will taking it early affect your retirement? Tayvon Jackson explains how walks his clients through this imperative conversation.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
7 min - You have to have a plan for long term care
It's not the most fun part of retirement, but it's essential you have a plan for long term care. Tayvon Jackson explains how he helps his clients come up with a plan to protect their families in the future.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
4 min - How does inflation impact your retirement savings?
Inflation has been an issue for some time now. Tayvon Jackson explains how he helps his clients plan for inflation in retirement.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
4 min - When should you start putting together your estate plan?
What's the best age to put together your estate plan? Tayvon Jackson explains how he and his team walk their clients through the process to make sure their wishes are known.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
5 min - How to keep your emotions in check when you're planning for retirement
Money can be emotional. Tayvon Jackson explains how he helps his clients keep their emotions out of the equation when coming up with a retirement plan.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
4 min - Financial advisors are like personal trainers for your money
When you really think about financial advisors, they're basically personal trainers for your money. Tayvon breaks down how he coaches his clients to be as financially fit as possible.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
See omnystudio.com/listener for privacy information.
4 min - Clean up the infestations in your retirement plan
You might have issues festering in your retirement plan that you aren't aware of quite yet. Tayvon Jackson explains how he finds those problems and helps his clients have a more efficient portfolio.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com
See omnystudio.com/listener for privacy information.
5 min - What to know if you take Social Security at age 62
If you take Social Security as soon as possible, what are some things to watch out for? Tayvon Jackson breaks downs the pros and cons of claiming your benefits early.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com
See omnystudio.com/listener for privacy information.
4 min
About New Perspective Financial
From the publisher's feed
Join Tayvon Jackson of New Perspective Financial Solutions for a podcast series to help you understand the various aspects of retirement planning. Tayvon believes retirement planning starts with useful information. Don’t let financial myths hold you back. Fears about the stock market, taxes in retirement or life insurance expenses can often keep people from planning effectively for financial independence. Don’t believe the myths. Find out the truth about investing for a bright future. Financial literacy could transform debilitating fears into increased confidence.
Ready to start a conversation with Tayvon and his team? Click here to schedule a call!
Start planning for a new retirement that matches your dreams today! Follow our podcast and learn more about us on: Facebook, YouTube and LinkedIn.
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 3438543- 3/24.