The Holistic Retirement Podcast

Ep 4: Tax Planning, Part 1

February 20, 2020

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

Share RSS

Investing

Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Play this podcast on Podbean App

The Holistic Retirement Podcast

Ep 4: Tax Planning, Part 1

window.addEventListener('message',function(event){ if (event.data.event && event.data.event === 'commentHeight') { if(event.data.data && isNaN(event.data.data)){ return; } $('#comments-iframe').css('height',event.data.data); } });

The Holistic Retirement Podcast

Subscribe