Taxes, Timing, and Total Wealth – A Holistic Approach

Taxes, Timing, and Total Wealth – A Holistic Approach

In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth.

 What you’ll learn:

• Why tax planning is more than just filing—it’s about lifetime strategy
• The importance of tax diversification: tax-deferred, taxable, and tax-free accounts
• How Roth conversions, charitable giving, and gifting can be optimized
• Strategies for managing concentrated stock positions and capital gains
• How timing decisions—like when to take Social Security or sell a business—can shape your financial future

Whether you're planning for retirement, managing a windfall, or simply want to make smarter financial decisions, this episode offers practical insights to help you align your money with your life.

 Tune in now and discover how a holistic approach can help you build, preserve, and enjoy your wealth.