Ep. 054 - Tax Efficient Strategies/Legacy for your Heirs - Combatting the SECURE Act with James Matthews, CFP, RICP of Consolidated Planning

In today's episode, we are graced with the expertise and insight of the Director of Wealth Management and Retirement Income Certified Professional James Matthews, CFP to share our thoughts on the inherent challenges with conventional planning advice around retirement planning and how you could plan much more effectively for your best life after your working years.

Our goal in this discussion is to share how planning for a Balanced Structure in retirement instead of the Typical Withdrawal Rate or one-size-fits-all advice can create a much more enjoyable lifestyle and much less risk / worry as you age. The benefit of this balanced, integrated approach is to create a strategy in retirement that does the opposite of the traditional approach, create a much-needed source of true liquidity, take less risk, pay less in tax to the IRS, all the while potentially enjoying much more income.

Book with us here if you may enjoy this type of planning for yourself: https://bit.ly/3MbOj5W

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Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUSKEY FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardian.