The Holistic Retirement Podcast

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Ep 4: Tax Planning, Part 1

It's that time of the year when taxes are everyone's radar. We begin our 2 part podcast on taxes with strategies Uncle Sam won't tell you about.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Ep 3: Reverse Mortgages

What is it? What are some of the guideline? Could it work for me? Well we discuss some of the basics about reverse mortgages the pros, cons and myths.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996