Tax Preparation isn't the same as Tax Planning. You need both to keep more of your money in your pocket. See more at RetireMentorship.com/51. My Book: "3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others" is available! Pre-order now at 3DRetirementIncome.com for a discount. Use code: RetireMentorship for an additional 20% off. If you would like to interview us as one of your potential Financial Planners, you can find my Financial Planning Practice at LaxFP.com. Or, you can search for or be matched with one at WiserAdvisor.com. Ask the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free. Become a Member for a Latte a Week ($16/m) Become a Member for a Latte a Month ($4/m) Your support means a lot! Find out more at RetireMembership.com. If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message
Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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