Pioneering Personal Finance

What is Retirement Income Planning? What are RMD's? In this episode, Tax Expert Rob Zyzo discusses what they are, how they relate to each other, and how you can take advantage of them. 

One of the most common questions people have is "How are Investments Taxed?" Tax Expert Rob Zyzo explains how things like Stocks, Real Estate, and other investments are taxed. Enjoy!

Simple Comprehensive Planning is essential to any financial picture. What is Simple Comprehensive Planning? Tax Expert Rob Zyzo explains in his most recent podcast.

In this episode, Tax Expert Rob Zyzo discusses all things Social Security. What is it? Why is it important? When should you take it? You'll find the answers in this podcast. Enjoy!

What is Tax Reform? Why is it important? Tax expert Rob Zyzo sits down and discusses what tax reform is, how it impacts you, and touches on common questions people may have. 

Tax expert Rob Zyzo sits down to discuss one of the most underutilized strategies when it comes to someone's financial picture. Learn what Tax Planning is and why it's important.

Hi everyone, Rob Zyzo here. I wanted to do a short episode that answers two basic questions: who I am, and what I do.   

My story starts 30 years ago. I had the opportunity to go into the military where I flew Apache helicopters for six years, it was awesome. During that time something happened, my Dad passed away, causing my Mom to start learning more about money and finance. I walked with her and learned a lot, and when I was in the military I was teaching my peers about money and finance. 

Helicopters are cool but it turned out my passion was helping people with money and finance. Today I find myself in your community and I see an opportunity to help. Taxes are tricky. We've recently had tax reform (which opens up a new window of opportunity) and there are a lot of new rules. I'd love to get to know you and see if there are any opportunities I can share with you to improve your situation for the future.   

Connect with me on LinkedIn today to see more content and examples of how I'm able to help people.   

- Rob