033: Tax Challenges Are Unavoidable. But There Are Solutions!

Retirement Equals Freedom

Buckle up for this one because Host Josh Bretl, founder of FSR Wealth Strategies, is not messing around. This episode of the Retirement Equals Freedom Podcast is getting down to the nitty-gritty of tax strategy for retirement.

Following up on Episode 32, as promised we’re getting the solutions and work-arounds for a range of tax-related challenges that all too often leaving us with a compelling desire to bury our heads in the sand.

This pod’s primary message is: Don’t do that! With a little sound financial advice and some planning, we can all set a course to enjoying the fruits of our hard-earned retirement savings.

You’ll come away with a better understanding of the downsides of mutual funds and a new way of thinking about capital gains as something to manage – not dodge at your own expense.

Just in the nick of time, Co-host Dave Schmidt gives us the break we need by introducing another round of “Get to Know Josh and Dave” followed by a DR2R that is somewhat obscure (and macabre) but highly effective! Enjoy updates, laughs and a whole new understanding of the interplay between sound tax planning and enjoying the kind of retirement you’ve dreamed of – and earned!

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Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!