Where Tax Planning Fits in Retirement Planning, Ep #140

<p>Tax planning is different when you’re retired versus during your working years. It also changes from state to state. Some states are more tax-friendly than others. That’s why many people retire in Florida, Tennessee, and Texas. Taxes matter in the decisions that we make. However, you <em>can</em> take tax planning too far. In this episode of the Retirement Made Easy podcast, I cover assessing the quality of your assets, why you can’t let taxes dictate everything you do, and something to watch out for when you choose a financial planner. </p> <h2>You will want to hear this episode if you are interested in...</h2> <ul> <li>[4:45] Check out RetirementMadeEasyPodcast.com!</li> <li>[6:13] Assessing the quality of the assets that you own</li> <li>[13:34] How are your taxes going to be different in retirement?</li> <li>[15:55] We can’t let taxes take over the driver’s seat</li> <li>[19:00] Carefully chose who creates your retirement plan</li> </ul> <h2>Resources & People Mentioned</h2> <ul> <li><a href="https://retirementmadeeasypodcast.com/" target= "_blank" rel="noopener">3 Steps to Retirement Planning</a></li> <li><a href= "https://www.youtube.com/channel/UCuxpxCCevIlF-k-K5YU8XPA" target= "_blank" rel="noopener">Scotty Kilmer’s YouTube channel</a></li> <li><a href= "https://retirementmadeeasypodcast.com/the-best-and-worst-states-to-retire-to-ep-53/" target="_blank" rel="noopener">The Best—and Worst—States to Retire To, Ep #53</a></li> </ul> <h2>Connect With Gregg Gonzalez</h2> <ul> <li>Email at: <a href="mailto:Greg@retirestl.com" target= "_blank" rel="noopener">Gregg@RetireSTL.com</a> </li> <li>Podcast: <a href="https://retirementmadeeasypodcast.com/" target="_blank" rel= "noopener">https://RetirementMadeEasyPodcast.com</a></li> <li>Website: <a href="https://stlouisfinancialadvisor.com" target="_blank" rel= "noopener">https://StLouisFinancialAdvisor.com</a></li> <li>Follow Gregg <a href= "https://www.linkedin.com/in/gregggonzalez/" target="_blank" rel= "noopener">on LinkedIn</a></li> <li>Follow Gregg <a href= "ht