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Preparing for Tax Season (& When to Begin Taking Social Security) - Episode 1
Manage episode 320071965 series 3303855
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Welcome to Episode 1 of Your Retirement Blueprint! This show is all about helping you plan for the long-term health of your finances, and we are so excited to be kicking off the show!
In this episode, after answering a question that was sent in about when to start taking social security, Phil and Kendall are talking about how to be preparing for tax season! There are some people that have more of a fixed-tax situation, and some that have a little more leeway, and today we’re breaking down the difference.
We’re grateful you’re here and hope to bring you a lot of value through this show!
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210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial .
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