Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture & Co-Host Patcharles Iovanella, Managing Editor of Deserve Magazine primarily discuss financial matters that will likely impact your retirement. They then introduce out-of-the-box strategies that just may help you avoid the potential pitfalls they expose. You've worked hard your entire life, you DESERVE an amazing retirement!
This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement?
If you are heading into o...
Brett & Patcharles are joined by special guest Stephen Way of Paragon Tax Planners. Stephen talks about what his company does to educate people across the U.S. & how they're working with Retirement Architecture to help save baby boomers retirements. They talk about why people need to educate themselves about taxes, why they should take a deeper dive into their tax situation, and the importance of establishing a safe buc...
Brett is joined by Bryan & Josh this week and they discuss how much of your 401(k) you really get to keep. They also discuss how much of that 401(k) goes back to Uncle Sam in the form of taxation.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Want to learn more? Go to Deservemagazine.c...
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