9 Costly Tax Prep Mistakes!

Financial Safari with Coach Pete

English - January 11, 2023 14:38 - 13 minutes - 12.4 MB - ★★★★★ - 7 ratings
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Previous Episode: Planning for Healthcare in Retirement

Next Episode: Listener questions: Are CD's a good investment now?

You're always in tax season; you either just finished paying or are getting ready to pay again! Coach Pete D'Arruda is in the studio, breaking down strategies to minimize taxes in retirement as the new year begins.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.