Senior Care Live: March 22, 2025

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March 26, 2025 • 45 mins

Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Senior Wealth Manager and President of Rally Wealth and Benefits about taxes for retirees. Specifically, how to reduce taxable income, how to strategically withdraw from taxable and tax-free accounts to minimize the overall tax burden, and how to avoid common mistakes when managing taxable income. Bruce offers a FREE no-obligation investment-portfolio tax analysis for Senior Care Live listeners, so be sure to take advantage of that generous offer! Don’t miss the Senior Care in The News report about GRAS (Generally Recognized as Safe) and then Steve compares and contrasts the Senior Care Consulting “fiduciary” placement model with that of the “free” referral service model. #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #Franchise #SeniorCareFranchise #Fiduciary #Investment #Taxes (800) 331-6445
www.SeniorCareLive.com
www.facebook.com/SeniorCareLive
www.linkedin.com/in/stevekuker
www.twitter.com/SeniorCareLive
www.SeniorCareConsulting.com

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Senior Care Live: March 22, 2025