Tax planning is different when you’re retired versus during your working years. It also changes from state to state. Some states are more tax-friendly than others. That’s why many people retire in Florida, Tennessee, and Texas. Taxes matter in the decisions that we make. However, you can take tax planning too far. In this episode of the Retirement Made Easy podcast, I cover assessing the quality of your assets, why you can’t let taxes dictate everything you do, and something to watch out for when you choose a financial planner. 

You will want to hear this episode if you are interested in...

• [4:45] Check out RetirementMadeEasyPodcast.com!
• [6:13] Assessing the quality of the assets that you own
• [13:34] How are your taxes going to be different in retirement?
• [15:55] We can’t let taxes take over the driver’s seat
• [19:00] Carefully chose who creates your retirement plan

Resources & People Mentioned

• 3 Steps to Retirement Planning
• Scotty Kilmer’s YouTube channel
• The Best—and Worst—States to Retire To, Ep #53

Connect With Gregg Gonzalez

• Email at: [email protected] 
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
• Follow Gregg on LinkedIn
• Follow Gregg on Facebook
• Follow Gregg on YouTube

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