Mar 23, 2022
On today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the...
Mar 23, 2022
Matt Adams, CPA, CFP®
with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in
retirement. We talk about tips and strategies for reducing taxes at
three stages of retirement:
- Those retiring within the next year
- Those who retired with the last year
- Those who have been fully retired for...