The conversation discusses the importance of timing when it comes to taxes and retirement planning. It emphasizes the need to be aware of tax brackets and how different sources of income can affect tax rates. David and Kevin also highlight the significance of pre-planning and taking action to reduce tax liability. They mention strategies such as Roth conversions and timing Social Security benefits to minimize taxes. The conversation concludes with a reminder to stay informed and make informed decisions about taxes and retirement planning.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

See omnystudio.com/listener for privacy information.