I am not what the kids would call a "Swiftie," but I recognize talent when I see it!
So how did I end up in the capacity crowd at Arrowhead Stadium last week watching Taylor Swift?
On today's show, we talk about my family's experience at "The Eras Tour" and tie that incredible night into a larger discussion about what money is really for, especially in retirement.
Without careful analysis and planning, taxes can become one of the biggest expenses for retirees -- if not the biggest.
Matt Wilson, Chief Investment Officer and President of Keen Wealth Advisors, recently hosted a webinar discussing the tax issues you could face at four stages of retirement. Today's podcast episode hits on some of Matt's key points and answers important follow-up questions from webinar attendees. Together, this content provides a full picture of how Keen Wealth integrates both annual tax preparation and long-term tax planning into a comprehensive financial plan.