10.14.2023 - By Falcon Wealth Planning
Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into the intricacies of planning a financially secure and comfortable retirement for the affluent. In this episode, Gabriel discusses where wealthy retirees prefer to live and the factors they consider, including state taxes, housing costs, retirement account taxation, and more. Gain insights into making informed decisions for a comfortable retirement, whether you're concerned about investments estate planning, or optimizing your tax situation.
Tune in for practical advice, expert insights, and tips to navigate the financial challenges of retirement. If you're looking for personalized guidance, Falcon Wealth Planning is here to help. Call (855) 963-2526 or visit falconwealthplanning.com for a free financial assessment tailored to your unique situation.