Greg continues to focus on what we all need to know so we can properly prepare for retirement.  He focuses heavily in this podcast on tax strategies since taxes are still fresh on our minds.  He cautions that tax strategies like Roth conversions need to be highly strategic and take into account tax brackets and possible Medicare premium implications.  Reach Greg at 800-940-9616.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Greg continues to focus on what we all need to know so we can properly prepare for retirement. He focuses heavily in this podcast on tax strategies since taxes are still fresh on our minds. He cautions that tax strategies like Roth conversions need to be highly strategic and take into account tax brackets and possible Medicare premium implications. Reach Greg at 800-940-9616. See omnystudio.com/listener for privacy information.

Greg continues to focus on what we all need to know so we can properly prepare for retirement.&nbsp; He focuses heavily in this podcast on tax strategies since taxes are still fresh on our minds.&nbsp; He cautions that tax strategies like Roth conversions need to be highly strategic and take into account tax brackets and possible Medicare premium implications.&nbsp; Reach Greg at 800-940-9616.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Smart Tax Strategies

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle &mdash; from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you&rsquo;re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love &mdash; because retirement isn&rsquo;t a vacation, it&rsquo;s the rest of your life.

Education

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language. Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Share Smart Tax Strategies

Sign up to save your podcasts

Smart Tax Strategies

Smart Tax Strategies