Feb 11 2025 24 mins 1
This week, Brandon Bowen discusses the critical importance of tax planning in retirement. He emphasizes understanding tax brackets, the benefits of Roth IRAs, and the necessity of customizing investment portfolios to maximize returns and minimize tax liabilities. The conversation also highlights the creation of a personalized retirement blueprint to ensure financial security and peace of mind in retirement.
Like what you hear? Get a second opinion today: bowenwealth.com
Follow us on social media: YouTube | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.