PennyWise Financial

The Recipe for Lower Taxes when you Retire


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Nobody likes taxes unless, of course, you're the one collecting. So how can you make sure you're paying your fair share and no more? For starters get a good accountant, tax advisor, or CPA. We work with tons in the area and believe this is essential to planning for your future. One example you can use going forward is to square up on taxes today and collect tax-free income when you're ready to hang up your hat. Have questions about what you can or should do with your existing retirement and investments? We have solutions for that too! Sam and Constantine chat about #taxes, #savings, #ROTH, #conversions, #retirementincome, and #lowertaxes down the road, among other things relevant to the market right now. Tune in and subscribe to hear this and more.

Host: Constantine J Kitrinos, CPFA  

Co-Host: Sam Gueli 

Website: www.monarchwealthmanagement.com 

Credit below for music used in commercials intros/outros etc.

Intro Welcome to the Show by Kevin MacLeod  Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show  License: https://filmmusic.io/standard-license  Commercials  Grand Dark Waltz Allegretto by Kevin MacLeod  Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto  License: https://filmmusic.io/standard-license  Valse Gymnopedie by Kevin MacLeod  Link: https://filmmusic.io/song/7928-valse-gymnopedie  License: https://filmmusic.io/standard-license  Disclosure  On Hold For You by Kevin MacLeod  Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you  License: https://filmmusic.io/standard-license

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PennyWise FinancialBy Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor