Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises... Contact Information: Website: <a href="https://legacyrootswm.com/" target= "_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://legacyrootswm.com/&source=gmail&ust=1773150403799000&usg=AOvVaw3x46b6a0A_IN5kvBaXNbyS">https://legacyrootswm.com/</a> Phone: 888-823-7526

Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises... Contact Information: Website: https://legacyrootswm.com/ Phone: 888-823-7526

Tax season hits different when you're retired. For new retirees, it can come with a few unwelcome surprises... Contact Information: Website: <a href="https://legacyrootswm.com/" rel="noopener noreferrer">https://legacyrootswm.com/</a> Phone: 888-823-7526

Tax Mistakes for New Retirees

This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Legacy Roots Wealth Management, serving Southern California with offices in Hemet and Redlands. Contact https://legacyrootswm.com/ or 951-652-1544 if you have any questions for Logan and the team.

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Tax Mistakes for New Retirees

Tax Mistakes for New Retirees