Latest / Stay Wealthy Retirement Podcast
3 Things to Review on Your Tax Return (And a Fresh Take on Social Security Timing)
Tax season is finally over.
The returns are filed, the stress is behind you, and the last thing you probably want to do is think about taxes again.
But the weeks right after tax season are one of the most valuable windows you have all year.
Every number from last year is fresh, every missed opportunity is still visible, and every mistake you just uncovered is a clue about what to fix going forward.
In this episode, I sit down with Josh Rendler, CFP®, a partner at our firm and someone who spends his days deep inside client tax returns.
Together, we're answering some of the biggest questions…
The skinny
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