In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.

480-406-3396

Silver Leaf Financial

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.

Cruising Through Retirement with Kevin Brucher

Legacy Planning For Today

Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion.  Learn practical tips to maximize your financial security and navigate today's complex financial landscape.

480-406-3396

Silver Leaf Financial

Kevin shares insights on retirement planning, tax strategies, and protecting yourself from scams in the digital age. He also covers Roth contributions and the care with which one must use in implementing a Roth conversion.&nbsp; Learn practical tips to maximize your financial security and navigate today's complex financial landscape.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Play By Today’s Tax Rules 

Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X.  The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach.  Kevin also discusses rollover strategies that are smart and can help with tax efficiency.

480-406-3396

Silver Leaf Financial

Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X.&nbsp; The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach.&nbsp; Kevin also discusses rollover strategies that are smart and can help with tax efficiency.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

FOMO:  Be In the Game But With a Safe Approach 

In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges.

480-406-3396

Silver Leaf Financial

In this episode, Kevin discusses the future of Social Security, the impact of political decisions, and practical strategies for retirement planning amidst economic challenges.
480-406-3396
<a href="https://silverleaffinancial.com">Silver Leaf Financial</a>

Legacy Planning For Today

Cruising Through Retirement with Kevin Brucher

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Cruising Through Retirement with Kevin Brucher

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