Swanson Financial Podcast

Swanson Financial Podcast

By David SwansonBusinessInvesting
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Swanson Financial Podcast episodes

  • The Biden Tax Plan: How Will It Affect You & Your Family?
    Worried about the latest tax proposals from Washington? From capital gains tax hikes to elimination of the step-up in basis, David breaks down the various ideas and how they might affect your future taxes. Plus, we'll discuss the steps you might want to take to get ahead of the changes. Reach out with your questions at www.SwansonFinancial.com. 
    See omnystudio.com/listener for privacy information.
    21 min
  • Get to Know David Swanson of Swanson Financial
    For more than 30 years, David Swanson has been helping families in the Pacific Northwest retire successfully. This week, we flash back to David's very first job as a vegetable salesman(!), and discuss the challenges that savers are facing today as they wrap up their careers and transition to retirement. Have a question for David? Connect with us at www.swansonfinancial.com.
    See omnystudio.com/listener for privacy information.
    14 min

About Swanson Financial Podcast

From the publisher's feed

At Swanson Financial Services, our philosophy is based on the idea that all of our clients need a plan to protect their hard-earned assets. We work with people to protect against a variety of…