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TAXES OR NOT | What's the REAL COST of Not Having Tax Planning? A Tale of Two Families

TAXES OR NOT | What's the REAL COST of Not Having Tax Planning? A Tale of Two Families

Season 3 Episode 19 Published 1 year, 11 months ago
Description

You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

"Financial security, ensuring we have enough savings and income to support ourselves throughout retirement."

Chapters
0:01 - Podcast Introduction 
23:00 - Recap of retiree concerns

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Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

#RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategy #podcast #financialadvice

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