What if your retirement plan is quietly setting you up for a multi-million-dollar tax bill? In this episode, Mike Canet and Ryan Herbert unpack real-life stories of retirees blindsided by taxes—and how smart planning could have saved them millions. From overlooked Roth conversions to the fine print your advisor won’t discuss, they reveal how to legally minimize your tax burden and keep more of what you’ve earned.

Want to begin building your retirement and tax plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

See omnystudio.com/listener for privacy information.