Ep 12. Mitigating Your Taxes in Retirement with Diversification

Recession Proof Your Retirement Podcast

English - July 07, 2020 19:20 - 32 minutes - 29.5 MB
Investing Business Education david financial investing management planning retirement advice adviser author bend Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 11. The Age Wave: Retiring Early, Living Longer…Growing Younger Each Year

Next Episode: Ep 13. Raising Financially Savvy Kids - The POWER of Compound Interest

Today we’re going to discuss one of my favorite investment strategies for mitigating taxes while in retirement. It can potentially cut your tax burden in ½! I call this Diversification 2.0. Before we dig into this more sophisticated concept of diversification, let’s first cover our bases with the very important and more basic-- Diversification 1.0. We’ll also DIVE into an adventurous story about one of the most foolish mistakes I have ever made and could have easily cost me my life.

Check out the Show Notes here!

http://www.davidrosell.com/ep-12-show-notes-2/