In our kickoff episode, we introduce Ed Botelho, the founder and fiduciary advisor of WealthMax Financial. Ed opens up about how his journey began, what inspired his passion for retirement planning, and how his mission is to help clients build a retirement that truly lasts—without guessing.

In this episode, we break down some of the big truths about retirement:

• How proper distribution planning helps your money last as long as you do
• The reason your expenses often rise in retirement (hint: every day feels like Saturday)
• The importance of building a strategy first, then choosing the right tools to support it
• What it really means to be a fiduciary, and why Ed puts the client before the product
• The role of tax planning in protecting your wealth, not just growing it
• Benefits of Roth conversions, so you can grow your savings without giving 30% away in taxes

🎯 Ed and his team focus on goals first, not just products. From there, they build a smart, personalized roadmap to help you live the retirement you’ve earned.

✅ Ready to see your own tax picture? Visit www.Maxtaxtest.com to build your tax strategy and receive a free, personalized financial plan.

www.wealthmaxfg.com