The Holistic Retirement Podcast

Ep 5: Tax Planning, Part 2

March 5, 2020

Wrapping up our conversation about taxes we take a look at avoiding higher brackets, taxes being on sale and how planning BEFORE you retire can be a big help.

Show Notes:

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

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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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.

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The Holistic Retirement Podcast

Ep 5: Tax Planning, Part 2

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The Holistic Retirement Podcast

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