Episode Details

In this episode, Johnnie Roberts introduces tax professional Shelly Cioppa and kicks off a mini-series focused on retirement tax planning. The conversation highlights the importance of having a coordinated team approach, where financial advisors and tax professionals collaborate to help retirees reduce taxes, simplify decision-making, and create a smoother retirement income strategy. The hosts emphasize that without a tax plan, retirees risk paying more than necessary and undermining long-term financial security.