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Today, I'm sharing a bit longer episode with you, as this is typically a presentation I go over with retirees at an in-person seminar. At the end of our in-person events, we have Q & A time set aside, where you can share your thoughts and ask questions. I encourage you to still do so via my email linked below.
This talk is broken up into three separate parts. First, we briefly look at our current tax outlook from a wide lens. Second, we take a look at what future taxes may look like under the Biden administration. And third, discuss what you can do to prepare yourself for whatever the future may hold.
What is a Fiduciary?
About Me
Podcast Page
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube
By Loren Sherman5
1111 ratings
Today, I'm sharing a bit longer episode with you, as this is typically a presentation I go over with retirees at an in-person seminar. At the end of our in-person events, we have Q & A time set aside, where you can share your thoughts and ask questions. I encourage you to still do so via my email linked below.
This talk is broken up into three separate parts. First, we briefly look at our current tax outlook from a wide lens. Second, we take a look at what future taxes may look like under the Biden administration. And third, discuss what you can do to prepare yourself for whatever the future may hold.
What is a Fiduciary?
About Me
Podcast Page
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at [email protected]
Additional Resources Discussed on the Show
Healthy, Wealthy, & Wise YouTube

3,220 Listeners

453 Listeners