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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
By Constantine J Kitrinos, CPFA - Managing Partner | Wealth AdvisorNobody 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