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September 2, 2025 14 mins

What if the biggest threat to your retirement isn’t market crashes or investment fees—but taxes? In this episode, Mike Canet and Ryan Herbert reveal how overlooked tax planning can quietly drain 30–40% of your retirement income. They discuss how some advisors miss critical opportunities to protect your wealth and explain why diversifying your tax exposure is just as vital as diversifying your portfolio—and how a simple shift could mean thousands saved.

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