You’ve picked out the big date for your #retirement. So what’s next? Financial advisors, Chip Munn and Jon Tait, provide their tips on when you should apply for #SocialSecurity and how. Tune in! 

In this special episode, Chip Munn and Jon Tait are joined by Sherry Holley, President of Gratz Park Private Wealth. Sherry leads an all-woman wealth management practice and shares her take on the unique needs of women in financial planning and investing. Tune in to learn why we believe the future of finance is female.

Another bite-sized dose of actionable retirement planning tips is here! We are still talking all things #SocialSecurity. Financial advisors, Chip Munn and Jon Tait share their insights on when to apply and the different phases of retirement.

Financial advisors, Chip Munn and Jon Tait, discuss the history of Social Security, how it works, and how to consider it when thinking about your retirement plan.

In this episode, financial advisors Chip Munn and Jon Taite share their insights on how taxes impact #smallbiz including how there is no index for the small business market, which expenses are tax deductible, when to become an LLC or S-corporation, and more.

Some things are too important to do yourself and certain pre-tax and post-tax choices impact your retirement plan. Financial advisors, Chip Munn and Jon Tait provide their tips on where to start, tracking income and expenses, W2s, Roth IRA, 401Ks, employer plans, and other long-term planning strategies.

Or do you have enough “complexities” to need a professional? And what is tax planning? In this episode, financial advisors Chip Munn and Jon Tait provide their insights on DIY taxes, tax services, freelancers/independent contractors, tax preparation, buying or selling a home or rental property, life events, the tax code, business tips, and more.

Nobody likes to pay taxes ever; it’s just a part of who we are. This week, Chip Munn and Jon Tait discuss taxes, money, charitable giving, the tax bill, tax brackets, tax code changes, roth ira, traditional ira, stimulus checks, tax increases, tax strategies, and more.

Every relationship has a person who takes on the responsibility of the finances. This week, Chip Munn and Jon Tait discuss relationships, retirement, communication, emotional impact, medical emergencies, widowed spouses, investments, taxes, and finances.

Your biggest mistake could be not having a budget and a plan yet for retirement. And you’ll want to account for lifestyle changes. Chip Munn and Jon Tait provide their tips on retirement planning, budgeting, spending plans, working past retirement, social security, pensions, the stock market, income sources, annuities, and more.